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Permissions overview dashboard

Find profiles, permission sets, permission set groups, and other metadata by how many active users are assigned to them

Updated over a week ago

The new "Permissions Overview" dashboard aims to enhance the 'Org at a Glance' section by providing a breakdown of permission controllers based on the number of active users.

The ‘Assigned users’ bar chart now supports drill-down. Clicking on a bar will open a modal listing all active users assigned to that permission controller.

Article Outline

  • Prerequisites

  • Locating the 'Permissions Overview' Chart

  • Choosing the Permission Controller

  • Sorting Options

Prerequisites

Locating the 'Permissions Overview' Chart

The 'Permissions Overview' chart is conveniently located below the 'Objects Overview' chart in the 'Org overview' section. This placement allows for easy navigation and quick access to essential permission-related insights.

Choosing the Permission Controller

The chart provides the flexibility to display the number of active users by different permission controllers in your Org:

  • Profile,

  • Permission Set,

  • Permission Set Group,

  • Role,

  • Group

That way you can analyze level of utilization of different permission controllers.

Sorting Options

You can sort the data in the chart alphabetically or numerically (from high to low or low to high). This sorting functionality enables you to view the data in a way that is most meaningful for your analysis, making it easier to identify trends or anomalies.

FAQ

Why do some profiles show zero assigned users even though users are assigned to them?

Certain user types are intentionally excluded from the sync process. Specifically, users on Experience Cloud (Community) licenses are skipped and not counted during sync.

This is by design, for two reasons:

  • Privacy — Experience Cloud users are external customers. Their details constitute private information that should not leave the platform.

  • Performance — These user pools can reach millions of records, which would place an excessive load on the database and impact analysis.

Which license types are excluded from the sync?

All profiles with the following user licenses exclude processing of community users:

  • Customer Community

  • Customer Community Plus

  • Partner Community

  • External Apps

  • Service Cloud Portal

  • Authenticated Sites Portal

  • Customer Portal — Enterprise Administration

  • Customer Portal Manager Custom

  • Limited Customer Portal Manager Standard

  • Limited Customer Portal Manager Custom

  • Overage Customer Portal Manager Custom

  • Overage Customer Portal Manager Standard

  • Customer Portal Manager Standard

  • High Volume Customer Portal

  • Gold Partner

  • All login-based community licenses

    • Customer Community Login

    • Customer Community Plus Login

    • Partner Community Login

    • External Apps Login

This behavior is expected and consistent across all connected orgs. If you believe a profile is showing zero users incorrectly, and none of its assigned users fall under the excluded license types above, please reach out to support with the profile name and org ID for investigation.

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