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Configure SimplePerm

After installing SimplePerm, one thing remains: assign the SimplePerm_Admin permission set to the users who will run migrations.

Assign the Permission Set​

  1. Go to Setup (gear icon, top-right corner).
  2. Type Permission Sets in Quick Find and click the result.
  3. Click SimplePerm_Admin.
  4. Click Manage Assignments.
  5. Click Add Assignment.
  6. Select the users who need access, then click Assign.

Done. Those users now have access to SimplePerm's custom objects, tabs, and Apex classes.

note

Only users with SimplePerm_Admin can see the app. If someone opens the App Launcher and doesn't find SimplePerm, check their permission set assignments.

What Does SimplePerm_Admin Grant?​

The permission set includes:

  • Object access to Migration_Project__c, Migration_Log__c, and SimplePermConfig__c
  • Tab visibility for all SimplePerm tabs (Home, Migrate, View Profiles, History)
  • Apex class access for the controllers and services that power the app

No additional permission sets or profile changes needed. SimplePerm_Admin covers everything.

What's Next?​

Time to run your first migration. About two minutes.

Run your first migration →