Permission Set Groups allow Salesforce administrators to combine multiple permission sets into a single group based on user responsibilities. Users assigned to a group receive the combined permissions of its included permission sets.
For PDF Butler, permission set groups allow administrators to use the permissions provided by the managed package without cloning them. We recommend creating separate groups for:
- Admin: Users responsible for managing document templates and PDF Butler configurations.
- User: End users who need to generate documents without access to administrative configuration functions.
This guide demonstrates how to create a PDF Butler User Permission Set Group, add the required permissions, and assign it to an end user.
Step 01: Create a User Permission Set Group #
1. In Salesforce, navigate to Setup and search for Permission Set Groups using the Quick Find box.
2. Click New Permission Set Group to create a group.
3. Enter a Label and API Name for the group. In this example, we use PDF Butler User. Click Save.
4. Open the new group and navigate to Permission Sets in Group. Click Add Permission Set and select the PDF Butler User permission set included with the PDF Butler managed package.
5. Click Add to include the selected permission set in the group.
Step 02: Create a Local Permission Set #
6. Return to Salesforce Setup and navigate to Permission Sets.
7. Click New to create a permission set. Enter a descriptive label, such as PDF Butler User Local, and click Save.
8. Open the new permission set and select System Permissions.
9. Click Edit and locate the View All Custom Settings permission. Enable the checkbox, then click Save.
10. If your PDF Butler implementation includes custom Lightning components or additional Salesforce functionality, configure any corresponding permissions in this local permission set. This allows you to manage organization-specific requirements without modifying the permission sets supplied by the managed package.
Step 03: Add the Local Permission Set to the Group #
11. Return to Permission Set Groups in Salesforce Setup and open the PDF Butler User group created earlier.
12. Under Permission Sets in Group, click Add Permission Set.
13. Select the newly created PDF Butler User Local permission set and click Add. The group now contains both the managed-package permission set and your local permission set.
Step 04: Assign the Permission Set Group to a User #
14. Open the PDF Butler User permission set group and select Manage Assignments.
15. Click Add Assignments to display the available Salesforce users.
16. Select the users who should receive the PDF Butler User permissions, then click Next.
17. Review the assignment details and click Assign to complete the process. The selected users will receive the combined permissions of the group, allowing them to generate PDF Butler documents according to their assigned access.
