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Step 7: Assign Users

After a successful migration, you can assign the new permission sets to users directly from the wizard. This step is optional -- you can always assign them later through Salesforce Setup.

Who Gets Shown​

SimplePerm finds the users who currently have each successfully migrated profile assigned. You'll see a user count per profile so you know how many people are affected.

Profiles whose migration failed don't appear here -- there's no permission set to assign.

Assigning Permission Sets​

Select the users you want, then click Assign. SimplePerm handles the assignment in bulk with duplicate prevention built in -- if a user already has the permission set (maybe from a previous run), that assignment is silently skipped instead of throwing an error.

Assignment Results​

You'll see a summary showing how many assignments succeeded and, if any failed, the error details. The wizard then advances to the Done step after a short pause.

note

This step is optional. You can assign permission sets later from Setup > Permission Sets > [your permission set] > Manage Assignments. Skipping it doesn't affect the permission sets that were just created.

What About Removing the Profile?​

SimplePerm creates permission sets and can assign them, but it does not modify or remove the original profile. Profiles can't be deleted in Salesforce, and changing a user's profile is a separate decision that depends on your org's access model.

The recommended approach:

  1. Migrate the profile to a permission set with SimplePerm.
  2. Assign the permission set to the relevant users.
  3. Gradually reduce the profile's permissions as you shift to a permission-set-based model.
  4. Use the Compare feature in SimplePerm's Permission Viewer to verify coverage as you make changes.

You're Done​

The wizard shows a completion screen. From here you can:

  • View migration history -- Jump to the History tab to review logs.
  • Start another migration -- Migrate additional profiles.
  • Close the wizard -- Return to where you were.

Everything is recorded in the History tab, so you can come back and review the details anytime.