Working with Permission Sets

Generating TargetX Permission Sets

1. ​Navigate to the Permission Scanner tab.
2. Select the Product/Feature and Version to base your Permission Set.
3. Select the checkbox for Use @Future to generate a Permission Set if you want to have the process run in the background. 
4. Click the Generate Permission Set button.

Note: If you previously modified a Permission Set, generating a NEW permission set will overwrite any changes.

5. The ‘Result’ section will display the new Permission Set Name. Note: If you selected Use @Future to generate Permission Set, the Result section will indicate where you can view the results of the Apex Job.
6. You can now assign this Permission Set to a User.

Assigning Permission Sets to a User

1. Navigate to Setup and search for Users.
2. Click on the User you wish to update.
3. Navigate to the ‘Permission Set Assignments’ section.
4. Select Edit Assignments.
5. Click the Permission Set you want to add from the Available Permission Sets list and select Add.
6. Save your changes.

Assigning Permission Sets to a Site User

1. Navigate to Setup and search for Sites.
2. Locate your Site (for example, Online Application or Events) and click the Site Label.
3. Select Public Access Settings.
4. Click the Assigned Users button.
5. Click on the Full Name of your Site Guest User.
6. Navigate to the ‘Permission Set Assignments’ section.
7. Select Edit Assignments.
8. Click the appropriate Community Site Guest (TX Online Application Community Site Guest or Event Site User) from the Available Permission Sets list and select Add.
9. Save your changes.

Assigning Permission Sets in batches

1. Confirm that your User has been assigned the TX Permission Scanner Admin permission set.
2. Navigate to the Permission Scanner tab.
3. Select the Run Batch Assignment button.