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Assign Permission Set Groups from Quick Settings

Assign Permission Set Groups from Quick Settings

In Quick Settings, assign permission set groups in a few clicks.

Required Editions

Available in: View supported editions
User Permissions Needed
To assign permission set groups from Quick Settings:

Assign Permission Sets

AND

Customize Application

AND

Manage Users

AND

Modify All Data

AND

View Setup and Configuration

Add a User and Assign Permissions

  1. Click gear icon to open the Quick Settings panel.
  2. Click Users.
  3. Click New User.
  4. Add user details and click Next.
  5. Select each permission set group to assign to the user and save.

Edit a User’s Permissions

  1. Click gear icon to open the Quick Settings panel.
  2. Click Users.
  3. Click the action menu next to the user’s name and click Edit User.
  4. Click Next.
  5. Select each permission set group to assign to the user and save.
 
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