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Permission Sets

Configuration Scope: Exportable

This setting is included in configuration exports and will be the same across all environments once the config file is imported.

Understanding Permission Levels

Permission sets control what users can do on records. For an overview of how permission levels work (System Admin, Record Admin, and User), see Understanding User Permission Levels.

Overview

Control types of permission sets available for use across stages from the Permission Sets tab.

Add Permission Set

  • Click Add Permission Set

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  • Tick what permissions to enable for this set and Save

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Manage Permission Set

  • Locate a permission set
  • Click Edit to modify permission set
  • Click arrow next to Edit for Clone and Delete options

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Using Admin for System/Record Admin

To assign System Administrator or Record Administrator access, you must have a permission set named Admin (row key/name exactly Admin).
If it doesn’t exist, create a new permission set called Admin — you don’t need to enable any specific permissions on it for admin access to work.