About Copado Permissioner

Updated 11 months ago by Iván Minaya

About Copado Permissioner

The Copado Permissioner application lets you to have a better control of Permission Set assignments to users. First create Personas and associate Permission Sets to these Personas. Then these Personas can be assigned to Salesforce users in order to automatically assign the corresponding Permission Sets to the user. 

A Persona Assignment may be permanent (e.g. Release Manager) or it may be a temporary assignment (e.g. List View Manager). A temporary Persona Assignment will contain an activation and expiration date/time so that a removals of Persona assignments may be processed automatically.

Copado Permissioner is not just for managing Copado permissions; it may also be used for managing your orgs' Permission Sets.

When setting up the Copado Permissioner, the existing Permission Set Assignments for users should be mapped to a Persona. Copado assumes that all the permissions are assigned to the user using the Personas. Therefore, when assigning a Persona to a user, all the pre-existing Permission Set assignments of the user are removed and only the Persona Permissions are assigned to the user. Also, when a Persona Assignment is revoked, all permissions against that user are revoked (as long as there are no other Persona Assignments active/approved).

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