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Set Up and Maintain Net Zero Cloud
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            Create and Assign a Disclosure and Compliance Permission Set Group to Users

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            Create and Assign a Disclosure and Compliance Permission Set Group to Users

            A permission set group streamlines permissions assignment and management. Bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Create a Disclosure and Compliance permission set group with these permission sets and assign it to the administrator users.

            • Clause Designer User

            • Disclosure and Compliance Hub User

            • DocGen Designer

            • Omnistudio Admin

            Create a Disclosure and Compliance permission set group with these permission sets and assign it to the standard users.

            • Clause User

            • Disclosure and Compliance Hub User

            • DocGen User

            • Omnistudio User

            For more information, see Permission Set Groups.

             
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