Editing Permission Sets from a List View

You can change permissions in up to 200 permission sets directly from the list view, without accessing individual permission sets.

1. Select or create a list view that includes the permission sets and permissions you want to edit.
2. To edit multiple permission sets, select the checkbox next to each one you want to edit. If you select permission sets on multiple pages, the selections on each page are remembered.
3. Double-click the permission you want to edit. For multiple permission sets, double-click the permission in any of the selected permission sets.
4. In the dialog box that appears, enable or disable the permission. In some cases, changing a permission may also change other permissions. For example, if “Manage Cases” and “Transfer Cases” are enabled in a permission set and you disable “Transfer Cases,” then “Manage Cases” is also disabled. In this case, the dialog box lists the affected permissions.
5. To change multiple permission sets, select All n selected records (where n is the number of permission sets you selected).
6. Click Save.

If you edit multiple permission sets, only those that support the permission you are changing will change. For example, if you use inline editing to enable “Modify All Data” in a permission set, but because of its user license the permission set doesn't have “Modify All Data,” the permission set won't change.

If any errors occur, the error message lists each permission set and a description of the error. Click the permission set name to open its overview page. The permission sets you've clicked appear in the error window in gray, strike-through text.

Any changes you make are recorded in the setup audit trail.