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Manage Users and Data Access
Manage Permission Set Assignments

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Manage Permission Set Assignments

You can assign permission sets to a single user from the user detail page or assign multiple users to a permission set from any permission set page.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Contact Manager, Professional, Group, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
User Permissions Needed
To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration
To remove permission set assignments: Assign Permission Sets
Note
Note To grant a user a permission via a permission set or permission set group, the user must have a user license or permission set license that supports the permission. For example, if you add the Use Identity Connect user permission to the Identity permission set, you can assign only users with the Identity Connect permission set license to the permission set. Or, if you create a permission set without specifying a license and include the Author Apex permission, you can’t assign the permission set to Salesforce Platform users, because their user license doesn’t allow Apex authoring. For more information, see Licenses Overview in Salesforce Help.

After you remove a permission set from a user, related permission set license assignments are automatically removed in most cases. Automatic unassignment doesn't occur when updates are made via user access policies, when the user requires the license through another permission set, when removing a licensed permission set from a permission set group, or when unassigning 50 or more permission sets at once.

It’s possible to assign inactive users to permission sets, but this practice isn’t recommended. If you’re troubleshooting errors related to permission set assignments, make sure to check if an inactive user is causing the issue.

Tip
Tip Setup with Agentforce can help you work with permission set assignments more efficiently. For more information, see Setup with Agentforce and User Management in Setup with Agentforce.

Manage Permission Set Assignments in the User Access Summary

View and manage a user’s permission sets and session-based permission sets in the user’s access summary.

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Select a user, and then click View Summary.
  3. Under the Permission Sets section, go to the Permission Set Assignments or Permission Set Assignments: Activation Required tab. You can view the user’s assigned permission sets or session-based permission sets.
  4. To add the user to permission sets, click Add.
  5. To remove the user from permission sets, select one or more permission sets, and then click Remove.

To help you manage the permission set assigments more easily, you can search the list by Label or API Name and sort it by Label or Date Assigned.

Assign Permission Sets to a Single User

Assign permission sets or remove permission set assignments for a single user from the user detail page.

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Select a user.
  3. In the Permission Set Assignments related list, click Edit Assignments.
  4. To assign a permission set, select it under Available Permission Sets and click Add. To remove a permission set assignment, select it under Enabled Permission Sets and click Remove.
  5. Click Save.

Assign a Permission Set to Multiple Users

Assign a permission set to one or more users from any permission set page.

Note
Note Certain types of users, such as guest, Self-Service, integration, and system users, aren’t available in the Manage Assignments page. To view or manage these users, use the PermissionSetAssignment API object.
  1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
  2. Select the permission set that you want to assign to users.
  3. Click Manage Assignments and then Add Assignments.
  4. Select the checkboxes next to the names of the users you want assigned to the permission set, and click Next.
  5. Optionally, select an expiration date for the user assignment to expire. For more information, see Set Assignment Expiration Details for Users in Permission Sets and Permission Set Groups in Salesforce Help.
  6. Click Assign.

Messages confirm success or indicate if a user doesn’t have the appropriate licenses for assignment.

Remove User Assignments from a Permission Set

From any permission set page, you can remove the permission set assignment from one or more users.

Note
Note Certain types of users, such as guest, Self-Service, integration, and system users, aren’t available in the Manage Assignments page. To view or manage these users, use the PermissionSetAssignment API object.
  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Select a permission set.
  3. In the permission set toolbar, click Manage Assignments.
  4. Select the users to remove from this permission set. You can remove up to 1,000 users at a time.
  5. Click Remove Assignments.
  6. To return to a list of all users assigned to the permission set, click Done.

See Also

 
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