Assigning Permission Set access

The Sage People Country Pack - U.S.A. is supplied with three Permission Sets:

  • Sage_People_HR_Administrator_fCPUSA

  • Sage_People_HR_Manager_fCPUSA

  • Sage_People_Platform_Team_Member_fCPUSA

The Permission Sets grant the necessary levels of access to the objects and fields supplied with the Country Pack and must be assigned as follows:

  • For System Administrators with responsibility for configuration, typically including setting up Work Locations and defining Company Information, assign access to all three Permission Sets:

    • Sage_People_HR_Administrator_fCPUSA

    • Sage_People_HR_Manager_fCPUSA

    • Sage_People_Platform_Team_Member_fCPUSA

  • For all Users with responsibility for running the reports:

    • Sage_People_HR_Manager_fCPUSA

To assign access for one or more Users to a Permission Set:

  1. Go to Setup > Administration > Users > Permission Sets.

  2. On the Permission Sets page select the Label for the Permission Set you want to assign.

  3. On the Permission Set page for the Set you selected, select Manage Assignments.

  4. On the Assigned Users page select Add Assignment.

    Sage People displays the All Users page for your organization.

  5. Select one or more Users to assign to the Permission Set.

  6. Select Next. Sage People displays the Assignment Summary for the Permission Set.

    Sage People displays the Select an Expiration Option For Assigned Users screen, where you can set an expiration date for the permission set assignment.

  7. Set the expiration date:

  8. If you want the permission set assignment to be permanent, No expiration date is selected by default. Select Assign to continue.

  9. If you want to assign the permission set for a period of time, select one of the options: 

    • 1 Day

    • 1 Week

    • 30 Days

    • 60 Days

    • Custom date, and use the date picker to select the expiration date.

    Select Time Zone to choose a time zone if you want to set it to something other than your time zone, then select Assign.

    Sage People displays the Assignment Summary and confirms the Permission set assignment.

  10. Check the displayed list for completeness and select Done.

    Sage People displays the Assigned Users page for the Permission Set.

    • If you need to add more Users select Add Assignment and repeat as necessary until you have assigned all required Users to the Permission Set.