How to: Setup Critical Permission for Continuous Monitoring

if you have the Continuous Monitoring module you can receive emails / notifications when critical changes are made within your Dynamics environment

In this walkthrough, a critical authority is set up for continuous monitoring, we make an authorization request that leads to a critical result and we give an example of a Continuous Monitoring email.

To receive emails / notifications you must have set up the following:

• The emails / notifications must be set to ‘Yes’ to receive them (see Work with Continuous Monitoring Notification__).
• The check mark ‘Use Continuous Monitoring’ is check on the database you are using (see Setup Continuous Monitoring__ ).

First, you need to establish a Critical permission to get Continuous Monitoring results.

The following steps must be followed:

1. Go in the menu to Monitoring > Critical Permissions and click ‘New.

2. Fill in the required information. In the example below we will name the Critical Permission ‘Norm Test’. When everything is filled in, click on ‘Save’.

3. Then click on ‘New’ under the heading Objects. In this example, it has been chosen to receive results for everything that has RIMD permissions on table 38 (Purchase Header).

4. Scroll down and click new under the Subscribers Continuous Monitoring heading.

5. Choose the user and frequency on which you want to receive emails / notifications and click ‘Save’.

You have now setup up a Critical Permission for Continuous Monitoring. After creating an Authorization Request, it is important to do an analysis to get results.

To get a critical result we must first create it by means of an authorization request.

The following steps must be followed:

1. Go in the menu to User Management > Authorization Request and click ‘New. In this example, Sandra – IT manager is chosen.

2. Click under the heading Organization Role on ‘New’.

3. It is now important to choose an Organization Role with a Permission Set that contains table 38 with RIMD permissions. In this example, the Organization Role is ‘Norm Test’ with Permission set NORM TEST1. This will ensure critical results.

4. Send the Authorization Request.

5. Go to Request for approval and approve the request.

6. If the request is approved, go back to Monitoring > Critical Permissions and click on the Critical Permission ‘Norm Test’. Then click on ‘Analysis.

When the analysis is completed, you will see in your results that Sandra – IT Manager as a user contains Critical Permissions.

Depending on the frequency on which you have set Continuous Monitoring, you will receive a notification or, as in this example, an email. In the email below you can see the critical result we have created in this walkthrough by means of a Critical Permission.