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Add users to Permission Set(s) based on User Role
Add users to Permission Set(s) based on User Role
Engineering Swantide avatar
Written by Engineering Swantide
Updated over a week ago

Overview:

The Workflow "Add users to Permission Set(s) based on User Role" is a Workflow designed for Admins to easily add Users to designated Permission Sets when a User is created or updated with a user Role that you type in the Swantide App.

How it Works:

In the Swantide App, you will have two Variable Inputs to enter. The first variable input requires you to type out the "Role" in scope. For example, if you want this flow to trigger on the Role "Field Engineers" whenever a User is created or updated with the role "Field Engineers" then type "Field Engineers"

The second variable input is the set of Permission Sets you want to assign to the role.

How this Looks in Salesforce:

Here I have a User Record with the current role assigned to the "Western Sales Team". As it currently stands, the user is not assigned to the permission set's Swantide_Record_Perms" and "Swantide_Onboarding_Access'.

When I update the User Record's role to "Field Engineers" then the automation will assign the User to the Permission Sets "Swantide_Record_Perms" and "Swantide_Onboarding_Access"

The same applies when you create a user with the role "Field Engineers".

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