Assigning Permission Sets

This article describes which options are available to manage permissions for your GoMeddo users. As a best practice, it is generally advisable to go for option 3 despite the slightly higher setup time required.

Option 1: Assign the packaged permission sets

The first option is to assign the permission sets included in GoMeddo directly to your users. As a consequence, anytime you upgrade GoMeddo and there was a change in the permission set, that change is immediately applied to your users. The advantage of this is that permissions on new fields are immediately updated when you upgrade, for example. The disadvantage is that you can’t change any permissions in the permission set. So if there is a permission in the set that you don’t want your users to have, this option would not be suitable.

Can’t modify the packaged permissions
Permissions automatically updated on upgrade
Takes almost no time to set up
Takes no time to maintain

Option 2: Clone the packaged permission sets

The second option is to clone the GoMeddo permission sets and assign these to your users. The advantage is that you have complete control over what permissions are enabled in the cloned set, so you could remove any permission that you don’t want your users to have. The disadvantage is that your cloned permission sets are not updated when GoMeddo is upgraded. So if the upgrade includes a new field, you will manually have to include it in all your cloned permission sets.

Can modify permissions in the cloned set
Permissions not automatically updated on upgrade
Takes some time to set up
Takes some time keep up to date with GoMeddo fields

Option 3: Make a permission set group

Using permission set groups, introduced by Salesforce in Spring '20, a third option is now available. This option has all the advantages of the previous options, and none of their disadvantages (except that it does take more time to set up than option 1 does). The general idea is that you create a permission set group which contains at least three permission sets:

1. A GoMeddo permission set

2. One of your own permission sets that expands on the GoMeddo set

3. A ‘muting’ permission set which disables any unwanted permissions from the GoMeddo set

Setting up permission groups is beyond the scope of this article. For more information, see the Salesforce article Create a Permission Set Group.

Can modify permissions in your own set
Permissions automatically updated on upgrade
Takes some time to set up
Takes no time to keep up to date with GoMeddo fields