Permission set groups are created by selecting specific permission sets, which collectively grant users all the necessary permissions for their respective roles.
A permission set group is a collection of selected permission sets that together grant users all the necessary permissions required for their respective roles.
To set up a permission set group in a Salesforce Org with Spring’20, the following actions can be performed:
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- Access the Permission Set Groups section by going to Setup and entering “Permission Set Groups” in the Quick Find box, then clicking on the relevant option.
- Click on “New Permission Set Group” to create a new permission set group.
- To add permission sets to the group, go to the Permission Set Group detail page, under “Permission Sets,” and click on “Permission Sets in Group.”
- Click on “Add Permission Set.”
- On the “Add Permission Sets” detail page, select the permission sets that should be added to the group and click on “Add.”
- Click on “Done.” Once the update is complete, the permission set group status will change to “Updated.”
- To filter the list of available permission sets that can be added to the group, click on “Create New View” on the “Add Permission Sets” detail page.
- Specify the view name, filter criteria, fields, and visibility options, then click on “Save.”
- To access a customized view, select it from the “View” dropdown menu.
In addition to adding permission sets to a permission set group, other actions that can be performed include removing permission sets from a group, assigning the group to a user, and muting permission sets.
To remove permission sets from a permission set group, follow these steps:
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- Go to the detail page of the permission set group.
- Under “Permission Sets”, click on “Permission Sets in Group”.
- Select the permission sets that you want to remove from the group.
- Click on “Remove Permission Sets”.
To assign permission set groups to users, follow these steps:
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- Go to the detail page of the permission set group.
- Click on “Manage Assignments”.
To complete the assignment of permission set groups to users, follow these steps:
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- On the “Manage Assignments” page, select each user whom you want to assign the group to.
- Click on “Assign”.
- Once you have assigned the group to all desired users, click on “Done”.
To add a muting permission set to a permission set group and disable specific app permissions and system permissions, follow these steps:
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- Go to the detail page of the permission set group.
- Under “Permission Sets”, click on “Muting Permission Set in Group”.
- Click on “New”.
- Enter a name for the muting permission set or accept the default name and click “Save”.
- To select which permissions to mute, click on the muting permission set group name to view the Muting Permission Set Group detail page.
- In the detail page, depending on the type of permissions you want to mute, click on “App Permissions” or “System Permissions”.
- On the permissions page for the selected category, click on “Edit”.
- In the “Muted” column, select the permissions that you want to mute, and click “Save”.
Here are the different status options for a Permission Set Group:
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- Updated – This status indicates that the combined permissions in the group correctly reflect all the permissions that have been added to it.
- Outdated – This status indicates that a change has been made to the permissions in the group, but the system has not yet been updated to reflect the change.
- Updating – This status indicates that the permission set group is currently being recalculated due to recent changes.
- Failed – This status indicates that the recalculation of the permission set group has failed for some reason.