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Manage Users and Data Access
Add Permission Sets to Permission Set Groups

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Add Permission Sets to Permission Set Groups

After you’ve created a permission set group, you can add permission sets to the group based on the needs of a particular user job role or persona.

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 create a permission set: Manage Profiles and Permission Sets
To assign a permission set: Assign Permission Sets
To create a permission set group: Manage Profiles and Permission Sets

There are several ways to add permission sets to permission set groups. The most efficient method depends on how many updates you're making. You can add up to 100 permission sets to a permission set group.

Tip
Tip Instead of completing this task manually, get help from Setup with Agentforce. For example, ask the Setup agent, “Can you add the Full Account Access permission set to the Sales Manager permission set group?” For more information, see User Access Management in Setup with Agentforce.

See Also

Add a Single Permission Set to Multiple Permission Set Groups

If you're adding a permission set to several permission set groups, it's most efficient to make these updates from the permission set's summary page.

  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Select a permission set.
  3. Click View Summary.
  4. In the Related Permission Set Groups tab, click Add. Select permission set groups, and then click Add.

Add Multiple Permission Sets to a Permission Set Group from the Summary Page

If you're adding multiple permission sets to the same permission set group, you can make this update from the permission set group's summary page.

  1. From Setup, in the Quick Find box, enter Permission Set Groups, and then select Permission Set Groups.
  2. Select a permission set group.
  3. Click View Summary.
  4. In the Included Permission Sets tab, click Add.
  5. Select permission sets, then click Add. After the update is complete, the permission set group status changes to Updated.

Add Multiple Permission Sets to a Permission Set Group from the Detail Page

If you're adding multiple permission sets to the same permission set group, you can also make this update from the permission set group's detail page.

  1. From Setup, in the Quick Find box, enter Permission Set Groups, and then select Permission Set Groups.
  2. Select a permission set group.
  3. Click Permission Sets in Group.
  4. On the Add Permission Sets detail page, select the permission sets that you want to add to the group, and click Add.
    Tip
    Tip For easier management, you can first create a list view to filter permission sets. Then select this list view when you add permission sets to the permission set group.
  5. Click Done. After the update is complete, the permission set group status changes to Updated.
 
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