To use the User Access and Permissions Assistant, enable the Tooling API. Then download the app from AppExchange, and assign the packaged permission set that comes with the app.
Required Editions
| Available in: all editions |
Be sure to complete the tasks to enable the Tooling API before installing the app. After you enable the Tooling API, complete the app installation.
- Create a Connected App for the Tooling API
Create a new connected app for the User Access and Permissions Assistant. - Create an Authentication Provider for the Tooling API
Create an authentication provider to facilitate authentication with Salesforce. - Update the Callback URL in the Connected App
Update the value of the callback URL in the connected app to use the value from the authentication provider. - Create a Named Credential for the Tooling API
To work correctly, the credential that you create must have the API name Tooling_API_Credential. - Create a Permission Set to Use the Named Credential
Create a custom permission set to enable users to use the Tooling API for the User Access and Permissions Assistant. You can assign this permission set to any users who use the app. - Download the User Access and Permissions Assistant Package
Download the User Access and Permissions Assistant from AppExchange. - Assign the Helper App Access Permission Set
For access to the User Access and Permissions Assistant, assign the User Access & Permissions Assistant Access permission set. - Create a Permission Set with Required Permissions for the User Access and Permissions Assistant
Create a permission set to assign to users so that they can use the User Access and Permissions Assistant. These permissions are included in the System Admin standard profile. Users with that profile don’t require access to this permission step. - Set User Authentication for the Tooling API Credential
Set your user account to use the Tooling API Named Credential for authentication.