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User Access and Permissions Assistant

Analyze, report, and manage user permissions

Overview

See How User Access and Permissions Assistant Works

  • - Analyze a user’s permission and the permission origins

  • - Report on permissions by user, by permission set, or by dependency, and extract

  • - An improved interface for managing permission set groups that will allow you to see combined permissions, manage muting, and manage assignments in an easy wizard

User Access and Permissions Assistant is a fully supported tool provided by Salesforce to allow our customers to understand, analyze, and manage permissions. There are four tabs included with this tool. * Analyzer enables you to analyze by User, Permission, and Permission Set Groups. Analyze by user to see what a user has access to and how they have that access. Analyze by permission to see which users have access to that permission and which profiles and permission sets are granting access to that permission. * Converter enables you to convert a profile to a permission set. You can easily find the right profile to convert by searching and filtering. The converter brings over most permissions! * Reports enable you to report and export by user, permission set, or dependency. Reporting by user enables you to report and export a list of users and what their access is to permissions you select from the list. * Manage enables you to manage, edit, clone, and assign permission set groups. Installation instructions can be found here: https://help.salesforce.com/s/articleView?id=sf.perm_install_uapa.htm&type=5

Categories

Business Needs
IT & Administration
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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