Assigning Role Based User Security

In Salesforce, Permission Sets are a powerful tool to extend user permissions beyond their profile settings. They allow you to grant additional permissions and access to various functionalities, including controlling tabs and objects. Here’s how you can control tabs using Permission Sets in Salesforce:

Assign Tab Visibility:
Inside the Permission Set, you can control tab visibility by modifying the tab settings. To do this:

Click on “Tab Settings” from the left sidebar within the Permission Set.
Click “Edit” and then select the tabs you want to grant access to by checking the relevant checkboxes.
Assign Permission Set to Users:
After configuring the tab settings in the Permission Set, you need to assign the Permission Set to specific users or profiles:

Navigate to the user detail page or profile you want to grant access to.
Under the “Permission Set Assignments” section, click “Edit Assignments.”
Add the Permission Set you created to the user or profile.

Test the Access:
Log in as a user to whom you’ve assigned the Permission Set and verify that they have access to the tabs you specified in the Permission Set.

By using Permission Sets to control tab visibility, you can tailor access to specific tabs based on roles, responsibilities, or other criteria within your Salesforce organization. This approach allows for granular control over which tabs users can access without having to modify their primary profiles.

Pre-Built Aedon Permission Sets