SECURITY VIEWER Page 1 | 9 NEO SECURITY VIEWER USER MANUAL (VERSION 1.0.0.0) Contents What does Neo Security Viewer do? ............................................................................................................ 2 How to obtain the solution? ......................................................................................................................... 2 How to install the solution? .......................................................................................................................... 2 How to open the application ........................................................................................................................ 3 How to see security details ........................................................................................................................... 5 View by User ............................................................................................................................................. 5 View by Team ............................................................................................................................................ 6 View by Security Role................................................................................................................................ 7 View by Entity ........................................................................................................................................... 8 How to get Support for Neo Security Viewer ............................................................................................... 9
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SECURITY VIEWER
P a g e 1 | 9
NEO SECURITY VIEWER USER MANUAL
(VERSION 1.0.0.0) Contents What does Neo Security Viewer do? ............................................................................................................ 2
How to obtain the solution? ......................................................................................................................... 2
How to install the solution? .......................................................................................................................... 2
How to open the application ........................................................................................................................ 3
How to see security details ........................................................................................................................... 5
View by User ............................................................................................................................................. 5
View by Team ............................................................................................................................................ 6
View by Security Role ................................................................................................................................ 7
View by Entity ........................................................................................................................................... 8
How to get Support for Neo Security Viewer ............................................................................................... 9
SECURITY VIEWER
P a g e 2 | 9
What does Neo Security Viewer do?
Neo Security Viewer is a third party solution for Dynamics CRM/365, which allows administrator
type users to see assigned security roles of CRM users and teams, and access privileges to
entities.
It basically consist of two CRM web resources: an html interface and a JavaScript behind it
which reads all required data from CRM via web services and compose them to make data
easily viewable by users. Neo Security Viewer does not require any external web application,
and is completely integrated with CRM.
How to obtain the solution?
Neo Security Viewer is delivered as a CRM solution file when you register for trial or purchase a
license. At the time of registration, you need to provide CRM instance URL that you want to
install the solution, the delivered solution file will only work for this specific CRM instance. If
you have provided wrong CRM instance URL, you need to contact to NeoXrm support either via