Permission Sets & Groups

The Permission Sets & Groups tool in Crudspace.io provides administrators with a comprehensive interface for managing permission set assignments and permission set groups in Salesforce. This feature simplifies the process of assigning permission sets to users and organizing them into groups.

Overview

Permission sets provide a flexible way to grant additional permissions to users without changing their profiles. Permission set groups allow you to bundle permission sets together for easier management. The Permission Sets & Groups tool offers:

• A consolidated view of permission set assignments across users
• Management of permission set group memberships
• Bulk assignment and removal capabilities
• Advanced filtering and search options

Accessing Permission Sets & Groups

To access the Permission Sets & Groups tool:

1. Log in to Crudspace.io
2. From the left sidebar, click on "Permission Sets & Groups"

Interface Components

Filter Panel

The left sidebar contains filters to help you focus on specific permission sets and users:

• Users Selector: Choose which users to include
• Permission Sets Selector: Filter by specific permission sets
• Permission Set Groups Selector: Filter by specific permission set groups

Assignments Table

The main area displays a table with the following columns:

• User Name: The name of the user
• Permission Set/Group Name: The name of the permission set or permission set group
• Type: Indicates whether this is a permission set or permission set group
• Assignment Date: When the permission set was assigned to the user

Action Buttons

• New: Create new permission set assignments
• Save: Save changes to modified assignments
• Delete: Remove selected assignments
• Refresh: Reload the current view

Working with Permission Sets & Groups

Viewing Permission Set Assignments

1. Select the users from the filter panel
2. Optionally, select specific permission sets or groups to filter the results
3. The table will display all matching permission set assignments

Assigning Permission Sets to Users

1. Click the "New" button
2. In the "Assign Permission Sets" dialog:
   • Select the target users
   • Select the permission sets to assign
3. Click "Assign" to create the new assignments

Removing Permission Set Assignments

1. Select the assignments you want to remove in the table
2. Click "Delete"
3. Confirm the deletion in the dialog
4. The assignments will be removed from Salesforce

Managing Permission Set Groups

1. Use the "Permission Set Groups" tab to view and manage permission set groups
2. Add or remove permission sets from groups
3. Assign permission set groups to users

Bulk Operations

The Permission Sets & Groups tool supports bulk operations to efficiently manage assignments:

Bulk Assign

1. Click "New" to open the assignment dialog
2. Select multiple users
3. Select multiple permission sets
4. Click "Assign" to create all assignments at once

Bulk Remove

1. Use the column headers to select all rows
2. Or use the checkboxes to select specific rows
3. Click "Delete" to remove all selected assignments
4. Confirm the bulk deletion

Advanced Features

Search and Filter

Use the search functionality to quickly find specific users or permission sets:

1. Enter a search term in the Users or Permission Sets filter
2. The list will filter to show only matching items

Row Limit Management

Control how many rows are displayed at once to improve performance:

1. Use the row limit dropdown to select how many rows to display
2. Choose between 100, 500, 1000, or All rows

Permission Set Strategy Best Practices

• Functional Grouping: Create permission sets based on functional areas rather than specific user roles
• Granular Permissions: Keep permission sets focused on specific functions to maximize reusability
• Documentation: Maintain clear documentation about what each permission set provides
• Regular Audits: Periodically review permission set assignments to prevent permission bloat
• Session-Based Permissions: Consider using session-based permission sets for temporary access needs

Permission Set Groups Best Practices

• Logical Bundling: Group related permission sets together
• Role-Based Groups: Create permission set groups that align with specific job functions
• Minimize Overlapping: Avoid including overlapping permission sets in the same group
• License Management: Consider license requirements when building permission set groups

Related Documentation

• SObject Permissions
• Field Permissions
• Apex Permissions
• Visualforce Permissions
• Custom Permissions