Skip to Main Content
Preset Feature Feedback
Status Needs review
Categories New feature
Created by Customer Engagement
Created on Jun 27, 2025

Ability to copy a user’s permission set to another user

What is the problem or goal the end user is trying to solve or accomplish?

A customer needs to replicate a user's permission set (roles and data access) to another user in Preset. The goal is to streamline and standardize permission assignments without manual recreation.

How are they solving it currently?

There is no native UI-based way to copy permissions in Preset today. As a workaround, the customer can use the Preset Management API. They must:

  1. Use the Get User Permissions endpoint to extract the source user's permissions.

  2. Use the Add Grantees to Existing Permission endpoint to assign the same permissions to another user.
    This process requires API access and scripting effort.

What is the recommended solution by the Customer?

Introduce a feature in the Preset UI that allows administrators to copy an existing user's permission set and apply it to one or more other users easily. Ideally, this could be done in the Users & Roles section with minimal clicks.

  • Attach files
  • +1