Assign a permission set

Last Update: Oct 2024 Est. Read Time:
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Once you have created a permission set, you can assign it to a user or team in your organization. Multiple permission sets can be assigned to the same user or team. When assigning multiple permission sets, it is important to remember that they are additive in the permissions that they grant. For more information, see Understand permission sets.

Who can access this feature?
User typesAdmins can access the User or Teams pages.


To assign a permission set to a user or team:

  1. Go to Settings and select Users > Users or Teams.
  2. Select Edit for the user or team you want to apply the permission set to.

    Note: Only Full-Time users can be assigned to a permission set.

  3. Select the Permission Sets tab in their profile.
  4. Select Modify Permission Sets.
  5. Select the Custom Permission Set tab and then select the permission set you want to assign to this user or team from the list. You can select more than one permission set at a time.
  6. Select Apply.
  7. Once you have finished applying all permission sets to the user or team, select Save Changes.