Assigning a permission set

To assign a permission set to an individual user:

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

2. Select a user.

3. Select Permission Set Assignments.

   

4. Select Edit Assignments.

5. To assign a permission set, select it under Available Permission Sets and select Add. To remove a permission set assignment, select it under Enabled Permission Sets and select Remove.

6. Select Save.

To assign a permission set to multiple users:

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

2. Select the permission set you want to assign to users.

3. Select Manage Assignments and then Add Assignment:

   

4. Select Next.

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

   

5. Set the expiration date:

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

   • 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.

6. Select Done.