Create a Permission Set

You can create a permission set in sharedo administration. Permission sets can be assigned to teams or users.

To access permissions sets.

  1. Select LaunchpadGo to AdminSecurityGlobal Permissions - Granted
  2. You can now choose to create a whole new permission set, or copy and modify an existing permission set.

Creating a New Permission Set

  1. In the top right corner of the Global Permissions screen click Permission SetsAdd
  2. Enter Name and Description in their respective fields
  3. Your new permission set will be active by default, you can make it inactive by deselecting the Active check box
  4. Specify the global permissions of your new permission set by opening the top level drop down option (e.g. Admin) and selecting the check boxes of the permissions required (e.g. Admin Access)
  5. When you have added all the required permissions to your permission set, click Save

Cloning a Permission Set

  1. In the top right corner of the Global Permissions screen click Permission Sets
  2. Click on the burger menu of the permission set you want to copy > EditClone
  3. Enter Name and Description in their respective fields
  4. Your new permission set will be active by default, you can make it inactive by deselecting the Active check box
  5. You can modify your new permission set by opening the top level drop down option (e.g. Admin) and selecting or deselecting the required permissions
  6. When you have added all the required permissions to your permission set, click Save on the new permission set blade.

Review

You have now successfully created a permission set. Now you can assign permissions to a team or user.