Mass Assign Permission Sets

Last Updated on August 2, 2017 by Rakesh Gupta

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Use Case:- System administrator want to assign Permission Sets to 20 users due to a business requirement.

Before Spring’14 release if you want to assign one Permission Sets to multiple users, so you have only one option that is Data Loader. First I will go through the concepts of Assign permission sets to multiple users via Data loader. To assign Permission Sets to multiple Users follow the below steps

1) Create a .Csv file with two column,  first column will contain used ID and second column will contain Permission Sets ID ( That you want to assign to user), Something as shown below

.Csv file to assign Permission Sets
.Csv file to assign Permission Sets

2) Open Data Loader, and Click on Upsert Button

Click on Upsert button
Click on Upsert button

3) Now enter you Salesforce credentials to login into data loader, then click on Next
(User Name :- Salesforce Username, Password :- Password followed by Security token)
4) First select check box ” Show all Salesforce objects”, then select “Permission Set Assignment” object and browse the .csv file that we created in step 1. Once done click on Next.

Permission Set Assignment
Permission Set Assignment

Note :- If you are unable to find this object in Data Loader, update your data loader by following this step  Setup | Administration Setup | Data Management | Data Loader. Download Data Loader and install it.

5) Map the fields User ID to “AssignedID” and Permission Sets ID to “PermissionSetId” as shown in below screen shot.

Fields mapping
Fields mapping

6) Click on Next, Select location for Error and Success report and click on Finish to complete this process.

After Spring’14 release it’s very easy job for you. Any one can assign permission sets to multiple users. From any permission set page, you can assign the permission set to one or more users. This feature available in Developer, Performance, Enterprise, Professional, Contact Manager, Group, Unlimited and  Database.com editions. All you need is “Manage Users” permission.

To Assign Permission Sets to multiple User

To assign permission sets to multiple users follow the below steps

1) Click on Name | Setup | Administration Setup | Manage Users | Permission Sets.
2) Select a Permission Set that you want to assign and drill down to the it’s details page.

Permission Sets
Permission Sets

3) In the permission set toolbar, click on “Manage Assignments” button, It will redirect you to a new page.

Manage Assignments
Manage Assignments

4) Click on “Add Assignment” and select the users to assign to this permission set, Once done with Selection Click on “Assign“.

Assign Permission Set
Assign Permission Set

Note:- You can assign a permission set up to 1000 users at a time.

5) Review the messages on the Assignment Summary page. If any users weren’t assigned, the Message column lists the reasons.
6) To return to a list of all users assigned to the permission set, click Done.

To Remove User Assignments from a Permission Set

To remove user assignments from a Permission Set follow the below steps

1) Click on Name | Setup | Administration Setup | Manage Users | Permission Sets.
2) Select a Permission Set that you want to remove from user and drill down to the it’s details page.
3) In the permission set toolbar, click on “Manage Assignments” button, It will redirect you to a new page.
4) Now Select the users to remove from this permission sets, Once done with selection click on “Remove Assignments” (This button is only available when one or more users are selected). Salesforce will pop-up a message and ask for your confirmation.

Remove Assignments
Remove Permission Set Assignments

Note:- You can remove up to 1000 users at a time.

5) To return to a list of all users assigned to the permission set, click Done.

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