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Manage Users and Data Access
Create a Permission Set Group with the User Access and Permissions Assistant

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Create a Permission Set Group with the User Access and Permissions Assistant

Create a permission set group with the User Access and Permissions Assistant 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. Click Create Permission Set Group.
  3. Enter a label and an API name. The API name auto-populates.
  4. Optionally, enter a description, and click Next.
  5. From the Available Permission Sets, select the permission sets to add to the group, then click Next.
  6. Click Finish.

Users are added to a permission set group when the group status is Updated.

 
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