Is it possible to automatically assign Skuid licenses and permission sets to new partner community users?

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  • Updated 4 years ago
  • Answered
Or do we have to do it manually for 60 users?
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Chris Reilly

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Posted 4 years ago

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Zach McElrath, Employee

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Official Response
In the Skuid Superbank release, we added a new "User Licensing / Permissions" area to the "Skuid Settings" tab which lets you declaratively configure all of the following, at an Organization-wide level and/or at a per-Profile level:

- Auto-assign Licenses to managed packages (e.g. Skuid, but you could also use this for assigning licenses to other packages as well) whenever a new User is created or is newly-activated (for pre-existing users)
- Auto-revoke Licenses to managed packages whenever a User is de-activated
- Auto-assign Permission Sets whenever a new User is created or is newly-activated (for pre-existing users)
- Auto-revoke Permission Sets whenever a User is de-activated

So for instance, you can use this to do the following:

1. Auto-assign / revoke a Skuid License, and a License to Conga, and the "Skuid Page Builder" Permission Set, as well as a Conga Permission Set, to/from all System Administrator users.
2. Auto-assign / revoke a Skuid License and the Permission Sets "Skuid Page Viewer" (included with Skuid) as well as a custom "Use My Awesome Community" Permission Set to all Partner Community Users.
3. Auto-assign / revoke a Skuid License and the Permission Sets "Skuid Page Viewer" and 4 other internal Permission Sets to all Users with the Profiles "Standard User", "Marketing User", etc.

Here are some screenshots of what this looks like:

Organization-default level



Profile-specific level

(Edited)