Permission sets provide a way to group related permissions together. You can create a new permission set from this page.

The Permission Sets HTML-based pages can be accessed from the Functional Administrator and Functional Developer responsibilities. For more information on these, see:Overview of Functional Administrator and Functional Developer Responsibilities.

You can search for permission sets using the following criteria:

• Name

• Code

You can update, duplicate, or delete permission sets found in your search.

Use this page to create a permission set.

1. Specify a name for the permission set.

2. Specify a code for the permission set. The code is the internal name for the permission set. Once the permission set has been saved, the code cannot be updated.

Use the Permission Set Builder to add permissions to your new permission set. You can also add existing permission sets to the new permission set.

Use this page to update an existing permission set.

You can specify a new name for the permission set. Note that you cannot update the code (internal name) for the permission set.

If you want to update which permissions and permission sets belong to this permission set, use the Permission Set Builder to do so.

Permission Set Manager

Once you have your permission set defined, you can update the contents of the permission set in the Permission Set Manager tab.

Hierarchy of Children

The Hierarchy of Children subtab provides information on the child nodes in the permission set structure. A child node is either a permission or permission set. Child nodes are displayed in a hierarchy with the following information: display name, permission set name (if applicable), permission name (if applicable), and description.

Direct Parents

The Direct Parents subtab allows you to see the permission sets, if any, that include the current permission set. This feature is useful in identifying the direct impact of any changes that may be made to this permission set.

Grants

The Grants subtab displays the associated grants that secure the navigation menu.

For each associated grant, the name, grantee type, grantee, valid dates, data context type, object name, and instance set name is displayed.

Use this page to duplicate an existing permission set.

Note that you must enter a unique code for the new permission set you are creating.

1. Specify a name for the permission set.

2. Specify a code for the permission set. The code is the internal name for the permission set. Once the permission set has been saved, the code cannot be updated.

If you want to update which permissions and permission sets belong to this permission set, use the Permission Set Builder to do so.

Use this page to view details on an existing permission set.

Click Update to update the permission set.

Use this page to delete a permission set. If a permission set is a child of another permission set, it cannot be deleted without first being removed from its parent permission set.