Welcome to Zuora Product Documentation

Explore our rich library of product information

Create permission set group and muting permission set

Create and manage Permission Set Groups with Muting to ensure users receive updates while maintaining flexibility.

Assigning Zuora managed permission sets directly ensures that your users always receive the latest updates. If you clone a managed permission set, it will not receive updates, which can result in missing permissions after upgrades. To avoid this issue while maintaining flexibility, Salesforce provides a better option of creating Permission Set Groups with Muting.

A Permission Set Group (PSG) allows you to combine multiple permission sets into a single logical assignment. Instead of assigning several individual permission sets to a user, you assign the group.

For example,

  • Zuora managed Base Permission Set (updated automatically)
  • Your custom permission set (provides org-specific permissions)

A Muting Permission Set allows you to disable (mute) specific permissions that are otherwise granted by permission sets within a group. This means you can remove object, field, or system permissions that you do not want your users to have—without cloning a managed permission set.

  1. Create a Permission Set Group.
    1. In Setup, go to Permission Set Groups.
    2. Click New Permission Set Group.
    3. Enter a meaningful name and save.
  2. Add Permission Sets.
    1. Open the new group.
    2. Click Permission Sets in Group and then click Add Permission Set.
    3. Add the managed permission set and any custom permission sets. For managed permission set, see Permission Sets.
  3. Create a Muting Permission Set.
    1. From your Permission Set Group, click Muting Permission Set in Group. Salesforce automatically creates a special muting set tied only to this group.
    2. In the muting set, search for the permissions you want to restrict and mute them.
    3. Save your changes.
  4. Assign the Group to Users.
    1. Go to the user record.
    2. Assign the Permission Set Group instead of individual permission sets.

    Users receives:

    • All permissions from the managed package (kept up to date)
    • Your extra custom permissions
    • Any muted restrictions applied in the group