How to: Record a Permission Set

The recording of Permission Sets makes it possible to add new permissions within your Dynamics environment.

Beforehand there are a number of things that are important to set up or have at your disposal:

• Super rights to your “test account”.
• You must have your Dynamics environment with the compliance module of 2-Control at hand to start recording here too.
• Optional: Two Dynamics accounts - one to start recording and one to perform the steps.

To record a Permission Set, you must first start recording in Dynamics and select the user whose steps you want to record. To start a recording follow the steps below:

1. In the search bar, search for ‘Permission Sets’
2. You can then click on a Permission Set or make a new one.
3. Click on the Action tab at the top
4. Click on the Start button

The recording in Dynamics had now started. The user now performs his actions to get Table Data in the Permission Set.

To clean up permission sets, you can choose the set from the dropdown menu to ensure that pages and reports from Permission Sets are filtered and only remains the usable Table Data. An example of a permission set that can be filtered is: 2C-GEN-ALL.

When you have stopped recording you will see the screen below. You can see the details of all the Table Data that was added to the Permission Set during recording.

If you have closed the recording session in Dynamics you will return to your NAV environment. By clicking on the “Stop” button, your recording will now also be closed here.