Profiles and permission sets

Sage People uses Salesforce Profiles and Permission Sets to manage user access to different features of the system.

User permissions and access settings specify what users can do within an organization. For example:

  • Permissions control a user's ability to edit an object record, view the Setup menu, empty the organizational recycle bin, or reset a user's password
  • Access settings control access to Apex classes, app visibility, and the hours when users can log in

User Profiles and Permission Sets specify Permissions and access settings. You can assign every user one Profile only, but they can also have multiple Permission Sets.

When determining access for your users:

  • Use Profiles to assign the minimum permissions and access settings for specific groups of users. You can edit permissions and access settings as you've defined in Profiles after installation in an org
  • Use Permission Sets to grant other permissions, or to restrict permissions. You can't edit permissions and access settings that you've defined in Permission Sets after installation in an org. This contributes to the overall security of a configuration
  • Use sharing settings to enhance system security further if you need to

Because you can assign many Permission Sets to users and Permission Sets are reusable, you can distribute access among logical groupings of users. This is regardless of their primary job function or their Profiles. For example, you can:

  • Create a Permission Set that gives read access to a custom object and assign it to a large group of users
  • Create another Permission Set that gives edit access to the object and assign it to a small subset of those users

We supply Sage People with a range of Profiles and Permission Sets. You can use these as we've supplied, but not modify them. Alternatively, you can clone the Profiles or Permission Sets Sage People provided and modify the clones. this lets you tailor permissions and access settings to match more closely the requirements of your organization.

More information

For more information about Profiles and Permission sets, refer to the Salesforce help center: