Permissions Assistant User Guide

Getting Started

Permissions Assistant users will need to run through a quick setup process.

Permissions Summary

Gain an overview of all permission sets, profiles, and permission set groups. Inspect the permissions breakdown using a fast, intuitive interface.

Permission Search

Find out what permissions sets and profiles grant access to specific permissions.

User Analysis

Get a comprehensive view of all permissions granted to a specific user. Compare user permission breakdowns side-by-side.

Permission Set Similarity Analysis

Learn how to run a similarity analysis of your org’s permission sets and profiles. Compare entities side-by-side. Use the results to identify candidates for merge, deletion or promotion to a Permission Set Group.

Page Layout Analysis

Find out how to easily run a page layout similarity analysis.