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How do I create a permission set? (Legacy Permissions)
How do I create a permission set? (Legacy Permissions)
Updated over 2 months ago

Follow the steps listed below to learn how to add a permission set to a program.

Step 1: Select a program

In the Administrator view, expand the Access Control category on the navigation bar and select 'Sites & Programs'.

Click the 'New +' button to create a new program, or click the + icon next to a Site to view its existing programs. Then, click the eye icon next to the program you want to add a permission set to.

Step 2: Add a new permission set

Scroll down the program's page to the Permission Sets section, then click the + icon to create a new permission set.

In the Permission Set Details section, add a name and description for your permission set that easily sets it apart from other user groups or kinds of access you're looking to grant users. The description can include details such as the job titles that may fall under this role or a summary of the access granted to the role.

Step 3: Link users to the permission set

In the Assigned Users section, click '+ Add'.

A list of users assigned to the program will appear; you may also use search fields to find particular users. Click on the user(s) this permission set should be applied to, or select the 'Link All' button to apply this permission set to all users displayed in the search.

Selected users will appear in the Assigned Users section under 'Links to be Added Upon Save'.

Step 4: Save the record

Close the Users Search pop up window.

Finally, click 'Save Record' in the Record Options palette to confirm your changes.

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