User Access and Permissions Assistant

Streamline your access and permissions management with the User Access and Permissions Assistant app from AppExchange. Convert profiles to editable permission sets. Analyze and report on permissions and access in your org. Manage your permission set groups and the permissions that they contain.

Required Editions

Available in: all editions except Starter

To use the User Access and Permissions Assistant, you need these permission sets.

User Access & Permissions Assistant Access
The permission set to grant access to the Tooling API Credential, which is created during installation
Optionally, the permission set to assign permissions to access and run the User Access and Permissions Assistant

Install the User Access and Permissions Assistant
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.
Analyze Your Permission Assignments
Review your org’s permission assignments using the to quickly determine the permissions that a user has and the configuration that grants a specific permission.
Converting Profiles to Permission Sets
If your custom or standard profiles have a Salesforce license, you can use the User Access and Permissions Assistant app to convert them into a permission set that you can edit and assign.
Report on Permission Assignments by User
Create a report of which users are assigned a given permission using the User Access and Permissions Assistant app.
Manage Permission Set Groups
Use the User Access and Permissions Assistant app to create, modify, or remove permission set groups. You can also assign or unassign permission set groups and add or remove permission sets to groups.
User Access and Permissions Assistant Considerations
Be aware of these considerations and special behaviors for the User Access and Permissions Assistant.