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Manage Users and Data Access
Assign or Unassign Permission Set Groups

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Assign or Unassign Permission Set Groups

Assign or unassign permission set groups to users using the User Access and Permissions Assistant app.

Required Editions

Available in: all editions except Starter
User Permissions Needed
To use the User Access and Permissions Assistant: API Enabled AND Assign Permission Sets AND Customize Application AND Manage Custom Permissions AND Manage Profiles and Permission Sets AND Manage Session Permission Set Activations AND View Roles and Role Hierarchy AND View Setup and Configuration
Permission Sets Needed
To access the User Access and Permissions Assistant: User Access & Permissions Assistant Access
Note
Note This topic is about the User Access and Permissions Assistant app. For information on downloading this app from AppExchange and installing it, see Install the User Access and Permissions Assistant in Salesforce Help.
  1. In the User Access and Permissions Assistant, select Manage.
  2. Select Assignments.
  3. Select based on the assignment action.
    1. To assign a permission set group, select Assign Permission Set Groups to Users.
    2. To unassign a permission set group, select Unassign Permission Set Groups from Users.
  4. Select the users to receive permission set group assignments or have the groups unassigned.
  5. Click Next.
  6. Finalize the action.
    1. To assign the permission set group, click Assign.
    2. To unassign the permission set group, click Unassign.
 
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