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. 1. Create a Permission Set Customize the way users see and interact with the information to which the templates provide access. • To create a permission set, see Add New Permission Sets. 2. Assign the Template and Permission Set to Users 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.
