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 Resources > Permission sets

Permission sets are collections of resources that can be assigned to accounts. Modifying the resources in a permission set instantly changes the resources that any accounts that use that permission set can access whether it be one account or a million.

The first thing you will see is a list of any existing permission sets.


Each line will display the name of the set and some other information such as the number of accounts it is assigned to and the number of resources assigned to it - clicking on either will take you to a list of those accounts or resources.

Adding a permission set

After clicking on the add button you will be prompted for a name and ID for your new permission set: