Assign or remove permission set(s) from user(s)

You can assign permission sets to a single user from the user detail page, or assign multiple users to a permission set from any permission set page. To grant a user a permission via a permission set or permission set group, the user must have a user license or permission set license that supports the permission.

To enable more functionality, you can assign permission set licenses and feature licenses to your users, or purchase usage-based entitlements for your organisation.

Think of permissions as locks, and licenses as rings of keys. Before you can assign users a specific permission, they must have a license that includes the key to unlock that permission. Although every user must have exactly one user license, you can assign one or more permission set licenses or feature licenses to incrementally unlock more permissions.

For more on licenses, visit the Salesforce Licences Overview article.

Required packages and permissions

Supported in: Lumary DC

Permission: System administrator

This article covers how to assign individual permission sets to users. Lumary DC users are typically granted a set of permissions via a Lumary DC permission set group and may then be granted additional permission sets to augment this following the steps in this article. The article covers how to:

• assign a permission set to a single user
• assign or remove a permission set to multiple users

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Assign or remove a permission set(s) - a single user

To assign permission set(s) or remove permission set(s) assignment(s) for a single user from the user page:

1. Select the gear cog in the top-right hand side of Lumary DC and select Setup.
2. In the Quick Find box, enter users, and select Users from the results.
3. Select a User you wish to assign the permission set from the list.
4. Scroll towards the bottom of the page to the Permission Set Assignments section, and click on Edit Assignments.
5. To assign a permission set, select it under Available Permission Sets and click Add. To remove a permission set assignment, select it under Enabled Permission Sets and click Remove.
6. Click Save.

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Assign or remove permission set(s)

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Assign or remove a permission set(s) - multiple user(s)

Important: Certain types of users, such as guest, self-service, integration, and system users, aren’t available in the Manage Assignments page. To view or manage these users, use the Permission Set Assignment API object.

To assign a permission set to one or more users from any permission set page:

1. Select the gear cog in the top-right hand side of Lumary DC and select Setup.
2. In the Quick Find box, type "Permission Sets", and then select it from the results.
3. Select the permission set that you want to assign to users.
4. Click on the Manage Assignments button.
5. On the Current Assignments page, you can assign or remove a permission set from a user, or from multiple users.
6. To remove a user, tick the checkbox next to the user's name, then click on the bin icon. Click the Remove button on the Remove permission set assignment pop-up.
7. To add user(s), click on the Add Assignments button. Select the checkbox(es) next to the name(s) of the user(s) you want assigned to the permission set.
8. Once you have selected a user, click the Next button.
9. The default for the assignment is No expiration date. Optionally, you can specify an expiration date for the user assignment to expire by selecting Specify the expiration date.
10. Click Assign to assign the permission set to the selected user(s).
11. Click Done.
12. The permission set will now be assigned to the user(s).

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Assign a permission set to a single user.

Important: This method doesn’t support assigning different expiration dates to multiple users at once. If you need each user to have a unique expiration date, you’ll need to add the assignments individually.

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