Assign Permission Set to Users

Organization Owners have access to all permission sets by default, as they hold the highest level of privileges in the system. Admin Users receive their permission sets from Organization Owners, while Standard Users can be assigned permission sets by either an Admin User or an Organization Owner. Admin Users can only assign permissions that they have.

The permission sets can be assigned during the following scenarios:

• User Creation
  When adding a new user, the organization or admin owner can select the relevant standard or custom permission set(s) to be applied. The selected permission set(s) will define the user's access privileges.
• User Update
  For the existing Admin and Standard users, you can modify the assigned permission set(s) as needed.

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Note

If a user already has old permission sets, a notification will prompt them to switch to the newer permission set. You can view the older permission sets by clicking "Show Old Ones".