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View and Assign Permission Set Groups in Public Sector
Use permission set groups to assign users the permission sets they require based on their persona or job function.
Required Editions
| To view permission set groups: | View Setup and Configuration |
| To edit permission set groups: | Manage Profiles and Permission Sets |
| To assign permission sets: | Assign Permission Sets |
Permission set groups bundle permission sets that give users access to data, automation, and workflows in Public Sector based on their roles and interactions with your agency. To simplify permission management and to give users only the permissions they require, assign permission set groups instead of permission sets.
Use permission set groups to:
- Consistently assign the correct permission sets to all users who have a common persona or job role.
- Reliably audit user access by tracking the permission set group assigned to a user and reviewing the permissions included in the group.
- Easily update user access by modifying the permissions included in a permission set group.
Public Sector includes these permission set groups.
| Permission Set Group | User Persona |
|---|---|
| Talent_Recruitment_Management_Specialist | A recruiter or HR specialist |
| Talent_Recruitment_Management_Hiring_Manager | A hiring manager |
| Talent_Recruitment_Management_Employee | An interviewer or employee applying to internal job openings |
| Talent_Recruitment_Management_Applicant | A job seeker who applies for a position |
| Licensing_Permitting_Officer | A compliance officer for licensing and permitting management |
| Licensing_Permitting_Constituent | A constituent who applies for a trade or business licenses and permits |
| Grantmaking_Manager | A grant maker who creates and manages funding opportunities and grant submissions |
| Grantmaking_Applicant | A grant seeker who finds, applies for, and reports back on funding opportunities and budgets |
| Benefit_Management_Caseworker | A caseworker who reviews benefit applications, determines eligibility, and assigns benefits |
| Benefit_Management_Constituent | A constituent who applies for benefits |
| Investigative_Case_Management_Officer | An investigator or complaint intake officer |
| Investigative_Case_Management_Constituent | A constituent who files complaints, submits evidence, and participates in case proceedings |
| Social_Program_Management_Caseworker | A caseworker who manages programs, referrals, complaints, and care plans for social care |
| Social_Program_Management_Constituent | A constituent who files complaints, referrals, and receives social care benefits |
| Social_Program_Management_Provider | A provider user who manages referrals and offers services to constituents |
| Employee_Experience_User | An employee who accesses data and features on an employee experience site |
| Public_Sector_Solutions_Admin | An admin who configures and manages Public Sector features |
The Salesforce Platform, which underlies Public Sector, or the add-ons that you purchase may provide additional permission set groups. If you have questions about the permission set groups in your org, contact your Salesforce account executive.
- To see the permission set groups in your org, from Setup, in the Quick Find box, enter Permission Set Groups, and then select Permission Set Groups.
- Select a permission set group to learn about the permission sets included and the permissions that users get when you assign them the permission set group. See Permission Set Groups and Combined Permissions View.
- In a permission set group, turn off the permissions that your users don’t require.
- Give users the required permissions by using permission set groups.
