Administration Guide : Customizing Templates for Individual Users or Groups — the Permission Sets subtab : Permission Set Workflow Overview

Permission Set Workflow Overview
It is recommended to review the content of this chapter before creating a permission set and assigning the template and permission set to users. The following proposed workflow outlines the required procedures.
Customize the way users see and interact with the information to which the templates provide access.
To create a permission set, see Adding new permission sets.
Once you’ve set up permission sets for templates, you’re ready to assign them to users or groups of users. Through permission sets, you can customize which fields users see and how they interact with them.
To assign the your template and permission set, see Assigning templates and permission sets to users.