Before you create a permission set group, assess your existing permission sets and
users. Evaluate the types of job functions that your target group of users have, and group the
permission sets based on their job functions.
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
From Setup, in the Quick Find box, enter Permission Set Groups,
then select Permission Set Groups.
Click New Permission Set Group.
Enter a label and description for the permission set group, and save your work.
To see your new permission set group in a list view, from Setup, select
Permission Set Groups again, then from the list view dropdown
menu choose All Permission Set Groups.
To delete a permission set group, select the permission set group in the list view to
open the Permission Set Group detail page, then click Delete.
Note When
you view permission set groups in a list view, Delete and other
actions aren’t available in the list view dropdown menu.
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.
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