Loading
×Sorry to interrupt
This page has an error. You might just need to refresh it. [PromiseRejection: [object Object]]
Manage Users and Data Access
Table of Contents
Permission Sets

Permission Sets

A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles and are the recommended way to manage your users’ permissions.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Essentials, Contact Manager, Professional, Group, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

Watch how you can grant users permissions using permission sets.

Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles.

Create permission sets to grant access for a specific job or task, regardless of the primary job function or title of the users they’re assigned to. For example, let’s say you have several users who must delete and transfer leads. You can create a permission set based on the tasks that these users must perform and include the permission set within permission set groups based on the users’ job functions.

If a permission isn’t enabled in a profile but is enabled in a permission set, users with that profile and permission set have the permission. For example, if Manage Password Policies isn’t enabled in a user’s profile but is enabled in one of their permission sets, they can manage password policies.

A permission set's overview page provides an entry point for all of the permissions in a permission set. To open a permission set overview page, from Setup, enter Permission Sets in the Quick Find box, then select Permission Sets and select the permission set you want to view. To see the permission set’s enabled object, user, field, and custom permissions and which permission set groups it’s included in, click View Summary.

 
Loading