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Manage Users and Data Access
Assign Permission Set Groups to Users

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Assign Permission Set Groups to Users

After you create a permission set group and add permission sets to it, assign the group to users.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions
User Permissions Needed
To assign permission sets: Assign Permission Sets
Important
Important You can assign users only to permission set groups that have a status of Updated.

If permissions in the group require a permission set license, assign the permission set license to users before you assign the group to them. After you remove a permission set group 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 set groups at once.

You can also assign permission set groups to a single user on the user’s detail page in the Permission Set Group Assignments related list.

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.
Tip
Tip Instead of completing this task manually, get help from Setup with Agentforce. For example, tell the Setup agent, “Add user Mary Green to the ‘Service Cloud Users’ permission set group.” For more information, see User Management in Setup with Agentforce.

Manage Permission Set Group Assignments in the Detail Page

You can view and manage a specific permission set group’s assignments for one or more users from its detail page.

  1. From Setup, in the Quick Find box, enter Permission Set Groups, and then select Permission Set Groups. Click the permission set group name in the list view.
  2. Click Manage Assignments and then Add Assignments.
  3. Select each user to whom you want to assign the group, and then click Next.
  4. Optionally, select an expiration date for the user assignment to expire.
  5. Click Assign. When the update is complete, the permission set group status changes to Updated.

You can also remove permission set group assignments from the Manage Assignments page.

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

Manage Permission Set Group Assignments in the User Access Summary

If you’re viewing and managing permission set group assignments for an individual user, it’s most efficient to use 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 Group Assignments tab. You can view the user’s assigned permission set groups.
  4. To add a user to permission set groups, click Add.
  5. To remove a user from permission set groups, select one or more permission set groups, and then click Remove.

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

 
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