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Enable Custom Permissions

Goal

Enable Custom permissions allowing specified users privileged access to objects and functionality  in the system.

After reading this article you will be able to:

  • Navigate to custom permissions
  • Enable custom permissions

 

Step One: Navigate to Custom Permission

  1. Click the Setup gear icon.
  2. Select Setup.

1 Bulk Update- setup.png

 

  1. Enter Permission Sets in the quick find area.
  2. Click Permission Sets.
  3. Select desired Permissions Set or Create a New Permission Set.

2 Bulk Update- perm set.png

 

  1. Click Custom Permissions.

3 Bulk Update- custom perm.png

 

Step Two: Enable Custom Permissions

  1. Click Edit.

2.1 edit custom perm.png

 

  1.  Select desired Available Custom Permissions.
  2. Click Add.

2.2 add custom perm.png

 

  1. Once all desired Custom Permissions are enabled click Save.

 2.3 save custom perm.png

 

Profiles

Custom permissions can be enabled for profiles as well. Enable custom settings on a wider array of Users than permission sets using profiles.

3.1 Profiles.png