Permission sets are predefined sets that define the status of all permission checkboxes in a single object. The permission set description describes the status of the permissions in this set.
You can define security using permission sets in the wizard; refer to the procedure below. You can also define security settings in the Add User dialog box; refer to Adding a Security Row.
To define security using permissions sets:
- In the Security step of the wizard, double-click the Permissions Set cell of the desired security row. A drop-down list appears with the list of permissions set options.
- In order to assign a predefined permission set to the selected security row, select the desired permission set from the drop-down list.
- You can click Add to add additional security row (users/user groups) and assign a permissions set to it.
- Click Edit to edit the permissions set of the selected security row (users/user groups).
If you change the default permissions set, its name will appear in the list as "Custom".
- Click Finish.