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 the 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 screen, provide the following:
   • Scope: Refers to the Partner user or Client user. For Client as Scope, select the desired option for the Client field.
   • 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 of the Permission Set.
3. From the Permissions section, select the desired permission sets and click 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 checkbox of one or more permission sets and click Remove.

Exploring permission values

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