Managing Permission Sets

Introduction

Permission sets allow you to manage the operation or set of operations performed by a user or user group.

• Set permissions to a partner user or a client user irrespective of their profile.
• Restrict activities using the permission values assigned to each permission type.

For effective and secured running of your organization, defining authorization for all accounts plays a key role. Using permission sets, you can authorize according to a specific role.

Creating permission sets

To create a permission set:

1. Select Setup > Account > Permission Sets.
2. Click +Add and, from the CREATE PERMISSION SET menu, provide the following:
   • Scope: Refers to the Partner user or Client user. For Client as Scope, you need to select desired option for Client field also.
   • Client: Refers to the client whom you want to assign the permission sets. You can either assign the permission sets to all clients using EVERYONE or any specific client.
   • Name: Refers to the name of the Permission Set.
   • Description: Refers to the details pertaining to the Permission Set.
3. From the Permissions section, select the desired permission sets and Save.

The following is general usage information:

• The PERMISSION SETS LIST page displays the permission values assigned in each Permission Set. 
• The eye icon refers to the permission values with only View permission.
• The pencil icon refers to the permission values with Manage permissions.
• The + icon refers to the permission values with Create permissions.
• If required to delete, select the check box of one or more permission sets and click the Remove icon.

Exploring permission values

The following table provides the permission values available for each permission type.