Create users and give them access

Create user accounts and assign security roles to give your employees access to Dynamics 365 Sales.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles Sales Manager, Sales Professional Manager, or Vice President of Sales
More information: Predefined security roles for Sales

Create and manage users

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

  1. From the Sales Hub app, select the Settings icon Settings icon., and then Advanced settings.

  2. Follow the instructions in Create users to create users and assign security roles to them".