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Unified Catalog
Assign Permission Sets to Users

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Assign Permission Sets to Users

Assigning the appropriate permissions is a fundamental setup step for Unified Catalog. These permissions control access and capabilities for various users, making sure that service designers, reps, and external requestors only have the necessary functions to manage and use catalog items and service processes.

Required Editions

Unified Catalog Editions and Permissions.
Available in: Lightning Experience

View and manage a user’s permission sets and session-based permission sets in 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 Assignments.

    You can view the user’s assigned permission sets or session-based permission sets.

  4. Click Add to assign any of these permissions to the selected persona:
    • Unified Catalog Admin
    • Unified Catalog Agent
    • Unified Catalog Community User
  5. To remove the user from permission sets, select one or more permission sets, and then click Remove.
 
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