Mass Assign Salesforce Users to Multiple Permission Sets

Problem Statement

How to assign multiple permission set / permission set groups to multiple users being on-boarded?

A Salesforce Administrator may get request to on-board a set of users to different Permission Sets.

Salesforce does not provide any way to add multiple users to multiple permissions sets on a single screen. Therefore the Admin would need to add each individual user to given Permission Sets one by one which will in-run increase the time to on-board new users.

Solution

Here are the steps to interactively select the users and assign them to multiple permission set / permission set groups on a single screen.

1. Login to https://www.packmagix.com using your Salesforce credentials.

2. Click on 'User Permissioner' menu item in the Home tab.

3. Search and add users you want to on-board using their name or email. 

4. Click on 'View / Edit Perms' button.

5. Existing User Permissions will be displayed on the screen.

6. Change the Assigned permission (checkbox) for any Permission Set / Permission Set Group for the selected users on the single screen.

7. Click on 'Save Perms' button to save your changes. The button will show processing icon while saving until the changes are saved successfully.

8. Click on 'Back' button and click on 'View / Edit Perms' button again to verify that your changes are saved.

9. Click on 'Download as CSV' button to download the FLS settings in a CSV file for documentation purpose.