Managing Users

Users encompass all the members of your project and their permissions and abilities. Administrators can view all users via The list view in the Project Console's Control panel. However, Administrators can only directly manage native users Native users are created and deactivated within Smart Flows via the Project Console. within the Smart Flows Project Console. To manage Connected users Connected users already exist in your CRM system and when the CRM is connected to Smart Flows, the user list is connected as well. This connection allows you to use the same users from CRM in Smart Flows and set their user role in your CRM system, you'll need admin privileges in your CRM Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service. or ERP solution.

Creating Native users

In the Project Console, click the Control panel button.

The Control panel displays.

Click the Users button.

The Users page displays.

Note:The User type tab can be used to review all 3 user types. However, only Native users can be managed from this page.

Click the Native tab.

The page refreshes with any existing native users.

Click the + Create button.

The Create user window displays.

Create the user.

5.1.

In the User name field, input the name to display for the user.

5.2.

In the Description field, input any descriptions you need for the user.

5.3.

In the First name field, input the user's first name.

5.4.

In the Middle name field, input the user's middle name.

5.5.

In the Last name field, input the user's last name.

5.6.

In the E-mail field, input the e-mail the user will utilize for logging into Smart Flows.

5.7.

In the Password field, input a password for the user.

5.8.

In the Confirm password field, input the same password entered in the Password field.

Note: User Roles Table

Role	Function
Administrator	Administrators have access to all components of Smart Flows with no restrictions. They are also able to assign and manage the roles of other users.
Designer	Designers have a reduced number of Project Console abilities- they cannot make significant changes that could break the project. They can also access the Template Builder add-in for designing templates.
Super User	Super Users are like users but can run other users' flows. Most Super Users are assigned this role when using the API. This role can only be assigned to native users.
User	Users can access the Flow Execution Panel and run flows.
Xpertdoc Smart Flows Workflow Executor	Serves as a group underneath the role that allows non-Smart Flows users to execute Microsoft Dynamics 365 CE Workflows. These users are not synced in Smart Flows. The Xpertdoc Smart Flows Workflow Executor user role only exists in Microsoft Dynamics 365 CE.

5.9.

In the Role field, select the User Role to define the new user's permissions in your project.

Click the blue Create button.

The Create user window no longer displays.

The new user displays in the list view.

Syncing Connected Users

Note: When syncing users with multiple connectors such as Microsoft Dynamics 365 F&O and Microsoft Dynamics 365 CE the system is configured to sync both connections at the same time. However, when unassigning user roles the user must be removed from all host systems.

Syncing is the process by which you connect the existing users in your CRM solution to Smart Flows. This allows you to manage your users directly through your existing CRM. However, you'll first need to assign them the correct security roles from within CRM.

NOTE	The user named "admin" will not sync in version 4.2.0 of Experlogix for Sugar. This user cannot be used to execute flows. This restriction will be lifted in a later iteration.

Setting security role from within Dynamics

Syncing users also reads their Dynamics security role and translates that into Smart Flows user role. Here's how to set your users' security roles:

In Microsoft Dynamics 365, go to Settings > Security.

Click the Users button.

Select the users whose role you want to change.

Click the Manage Roles button.

In the new window, select the role to assign to the selected users. Select just one role.

Setting User Roles with Security Groups

Admins can also set user roles within Smart flows via the teams function within Dynamics. Dynamics admins can create security groups that match the user roles within Smart Flows. Users assigned to those security groups receive the same roles as those who've been using the Setting security role from within Dynamics process. We provide the steps to modify an existing team to add the Smart Flows security roles; for more information on overall Dynamics team management refer to Microsoft Dataverse teams management.

Role	Function
Administrator	Administrators have access to all components of Smart Flows with no restrictions. They are also able to assign and manage the roles of other users.
Designer	Designers have a reduced number of Project Console abilities- they cannot make significant changes that could break the project. They can also access the Template Builder add-in for designing templates.
Super User	Super Users are like users but can run other users' flows. Most Super Users are assigned this role when using the API. This role can only be assigned to native users.
User	Users can access the Flow Execution Panel and run flows.
Xpertdoc Smart Flows Workflow Executor	Serves as a group underneath the role that allows non-Smart Flows users to execute Microsoft Dynamics 365 CE Workflows. These users are not synced in Smart Flows. The Xpertdoc Smart Flows Workflow Executor user role only exists in Microsoft Dynamics 365 CE.

Create new teams for each of your Smart Flows Security Roles, refer to create a new team for more information.

In Microsoft Dynamics 365, go to Settings > Security.

Click the Teamsbutton.

Click the small arrow next to your team's title

In the drop-down menu, select all ADO Security Group Teams.

The page refreshes with all of your organization's Security Group Teams.

Select the Security Group you wish to modify.

The security group page loads

Retrieve the Microsoft Entra ID Object ID for the security role you wish the group to have; refer to Find subscriptions and roles for more information.

Microsoft Entra ID Object ID for a group field, copy and paste the Subscription ID.

Use the search bar to assign users to the Security Group; refer to Manage team members for more information.

10.

Repeat Step 2 Managing Users through Step 9 Managing Users .

Sync your Users

To sync your users manually; see Manual user sync.
To sync your users automatically; see Automatic user sync.

Manual user sync

In the Project Console, click the Control panel button.

The Control panel displays.

Click the Users button.

The Users page displays.

In the Project Console Users List view, click the Sync button.

A message displays in blue, informing you that Smart Flows is syncing users in the background.

When the synchronization process completes, you'll get a success message in green stating " Successfully synchronized users."

Automatic user sync

Note:You can also access this setting from Control Panel > Settings > User Management tab.

In the Project Console, click the Control panel button.

The Control panel displays.

Click the Users button.

The Users page displays.

Click the Connected button.

The list view refresheswith the list of currently synced Connected users.

Click the Configure sync button.

The Configure sync window displays.

Click the checkbox for Enable automatic user syncing.

In Syncing schedule field, input how often the user sync process occurs.

Note:The schedule is calculated starting from midnight. For instance, if you select "Every 3 hours" in the schedule, the sync occurs at 0:00, 3:00, 6:00, 9:00, 12:00, etc.

Click the Save button.

The system displays a message in green, "successfully updated project settings."

Activating and deactivating native users

Administrators can activate and deactivate native users from the native users' list view in the Project Console's Users List view. Activating a user confirms their creation within Smart Flow, while deactivating a user renders them unable to log in or interact with Smart Flows. All items created by a deactivated user remain intact after deactivation.

It is not possible to deactivate the final remaining administrator.

In the Project Console, click the Control panel button.

The Control panel displays.

Click the Users button.

The Users page displays.

Click the Native button.

The page refreshes with any existing native users.

Select the users to deactivate or deactivate

Select Activate or Deactivate as required.

The system displays a message "successfully updated project settings."

Managing Azure DevOps User Permission

During the authentication of the Smart Flows Dynamics connector, Microsoft Azure will ask the IT administrator to configure the user consent settings for the app. Smart Flows will not function for non-admin users when creating a Dynamics connector if the system configuration does not allow user consent for applications.

This permissions consent is completely separate from the security roles assigned in Dynamics. IT Admins have several configuration options available to meet their organizational security requirements. Our recommendation is to allow users for apps from verified publishers or to Assigning Smart Flows Consent to an Azure Groups.

Index No.	Field name	Description
1	Do not allow user consent	Prevents users from consenting to allow the Smart Flows application to make connections.
2	Allow user consent for apps from verified publishers	Allows users to consent to apps based on the permissions configuration on your organization has created.
3	Allow user consent for apps	Allows all Smart Flows users to consent to for ap proval when connecting Smart Flows connectors.

Index No.

Field name

Description

Do not allow user consent

Prevents users from consenting to allow the Smart Flows application to make connections.

Allow user consent for apps from verified publishers

Allows users to consent to apps based on the permissions configuration on your organization has created.

Allow user consent for apps

Allows all Smart Flows users to consent to for ap

proval when connecting Smart Flows connectors.

Assigning Smart Flows Consent to an Azure Group

Assigning consent permissions to a group allows organizations to tightly control what apps is able to access their CRM data and who is able provide that consent.

In Microsoft Azure, navigate to Home/Enterprise applications/Xperdoc Smart Flows.

Set Assignment required to Yes.

Create a group for Smart Flows users.

Search for and select the created group.

Assign that group the permissions to consent for the Experlogix Smart Flows application.

Approving Consent Requests

Microsoft Azure Administrators receive consent requests under the Admin Consent Requests tab.

Once approved, it will then add the Admin Consent under the Enterprise application created for Smart Flows.