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Academy Short | How to Create a Custom Permission Set

Jaycee_Lewis
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Manually assigning permissions for every new hire isn't just tedious—it's a security risk waiting to happen. If your team roles don't fit perfectly into standard templates, you need a better system. Watch the video now!

 

In this Academy On-the-Go video, Jorie Munroe walks you through the power of Custom Permission Sets (an Enterprise feature). You'll learn how to build reusable roles that match your actual organizational structure, ensuring that junior reps, managers, and admins get exactly the access they need—in just a few clicks. Plus, learn how to track permission history for total transparency.