Adding users to permission sets

Use the instructions in this section to add users to a permission set.

To add users to an existing permission set:

  1. Navigate to Administration > Security.

    The Permission Sets list page displays.

  2. Select the permission set to modify and then select View > Properties > Info.

    The Info page appears where you can edit the description or change the class of the permission set.

  3. Click the Permissions tab.

    The Permissions page displays.

  4. In the Grant access to section, click Add.

    The first set of users, groups, and roles in the repository is displayed on the Choose a user/group page.

    To view more users, groups, and roles, click the navigation arrows.

    To display only users, groups, or roles, select Show Users, Show Groups, or Show Roles.

  5. Select the users, groups, or roles to add to the permission set.

    1. Select the checkbox next to the names of any users, groups, or roles to add to the permission set.

    2. Click the Add arrow.

    3. Click OK or Cancel.

      • Click OK to add the users, groups, and roles to the permission set.

        The system displays the Set Access Permission page.

      • Click Cancel to cancel the operation and return to the Permissions page.

  6. On the Set Access Permission page, select the basic and extended permissions for each user, group, or role being added.

  7. Click Next, Finish, or Cancel.

    • Click Next to assign permissions to each individual user, group, or role.

    • Click Finish to apply the changes to all the remaining users, groups, and roles.

      The system displays the Confirm page with the message that proceeding will apply the changes to all the remaining selections. To apply individual changes to different selections, click Cancel and walk through the selections using the Next and Previous buttons.

    • Click Cancel to cancel the operation and return to the Permissions page without adding any users, groups, or roles to the permission set.