First off, when loading up Permissions Assistant, an unauthorized user will see this warning. Don't panic!

Permissions Assistant utilizes some Salesforce services in order to determine certain permission data. First-time users of Permissions Assistant need to authorize access to these services in order for some of the pages in the app to function correctly. These pages currently include Permissions Summary and Layout Analysis.

The process should be a fast, one-time setup process!

The Setup Wizard will auto-detect the org domain value. Click "Next" to continue.

An authentication URL and code will be generated. Simply visit the provided link ...

Visit authentication URL and enter code: 07Z9UWEZ

The code is automatically applied. Lets hit "Connect"!

At the confirmation prompt simply click "Allow"

You are authorized! From here return to the previous window/tab.

Back on the Setup page, you will see a "success" confirmation. We are done!

The Setup page should self-update to show the newly authorized user entry. If not, a page refresh should do the trick.

In case you need to revoke any user access, just select the user and click "Revoke".

OAuth Enabled Users
Revoke
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User User - test-bnpsygjxcakf@example.com
	
ruby-site-8651-dev-ed
	
False
	
Feb 8, 2024
	
refresh_token id api

Salesforce

ruby-site-8651-dev-ed.scratch.lightning.force.com

ruby-site-8651-dev-ed.scratch.my.salesforce.com

This guide provides step-by-step instructions on how to authorize a new Permissions Assistant user in just a few clicks.

Getting Started: The User Setup Process