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Setting user permissions on team-shared orgs
Setting user permissions on team-shared orgs

Control who can do what with team-shared Salesforce organizations

Blair Cross avatar
Written by Blair Cross
Updated over 6 months ago

Controlling which members have access to team-shared Salesforce organizations is an important part of any secure large team. In Gearset, there are two ways to assign org permissions to members of your team.

Note: Setting permissions on orgs is the exact same as delegating access to an org, which users may be familiar with. You can read more about org delegation here.

Assigning Many Org Permissions to a Member

In the My account menu, select Team management -> People -> Users (or directly through this link; similarly you can open this link to access the My Profile tab). This will present a list of all the users in your team:

Selecting a team member on this screen will display the team-shared resources they have access to:

Selecting Edit access to team shared orgs will bring you to the org permission screen.

In the Current Team shared Orgs tab you can change permissions to orgs that the user already has access to:

In the Delegate access to other Orgs tab you can grant permissions to orgs that the user currently has no access to. To grant a permission across many orgs at once, there is a bulk assign feature as well:

Assigning Many Members Permissions for a Single Org

To set user permissions on a specific org, in the My account menu, select Team management -> Permissions -> Orgs (or directly through this link).

Selecting any org in the list will bring you to the permission screen of the org, which also lists CI jobs connected to the org.

The users table lists the users who have access to the org along with their access levels. You can add or remove users and change their permissions for the org by selecting Edit users & access for this org:

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