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Permission Set Copier

Copy profile, permission sets, and permission set groups from one Salesforce user to another. Includes license validation, comparison summary, and high-risk permission warnings.

Quick start

Clone this repo, install the Salesforce CLI (sf), then deploy to your org and assign the Permission Set Copier User permission set. Add the Permission Set Copier tab to an app and open it to copy permissions between users. See below for details.

Prerequisites

  • A Salesforce org (Developer Edition or higher)
  • Salesforce CLI (sf) installed and authenticated to your org

What's in this repo

  • Apex: PermissionCopyController, PermissionCopyControllerTest
  • LWC: permissionCopyForm
  • Tab: Permission_Set_Copier
  • FlexiPage: Permission_Set_Copier_Page
  • Permission set: PermissionSetCopier_User

Admins can copy profile and permission sets (and optionally permission set groups) from a source user to a target user, with license validation and high-risk permission warnings.

Deploy

From the repo root (default org or specify target):

sf project deploy start

Or to a specific org:

sf project deploy start --target-org YOUR_ORG_ALIAS

Or using the manifest:

sf project deploy start --manifest manifest/package.xml --target-org YOUR_ORG_ALIAS

After deployment

  1. Assign the permission set: Setup → Permission Sets → Permission Set Copier User → Manage Assignments.
  2. Add the tab to an app: Edit an app → Navigation Items → add Permission Set Copier.
  3. Copy permissions: Users need Modify All Data or Manage Internal Users (or equivalent) to run the copy.

Project structure

force-app/main/default/
  classes/           PermissionCopyController, PermissionCopyControllerTest
  lwc/permissionCopyForm/
  tabs/              Permission_Set_Copier
  app/flexipages/    Permission_Set_Copier_Page
  permissionsets/    PermissionSetCopier_User
manifest/package.xml
config/project-scratch-def.json

Requirements

  • Salesforce API 62.0+
  • Permission Set Groups optional (Spring '20+ orgs)

Contributing

Contributions are welcome. Please open an issue or pull request.

License

This project is licensed under the MIT License — see the LICENSE file.

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Copy permission sets and permission set groups between Salesforce users. LWC + Apex admin tool.

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