Ability to export/report on Permission Bundles

@sai_ram help please 

@darkknight Thanks for bringing this to the top. I was on leave so couldn’t reply to this post. 

I am redirecting this to the product team, I will update you here once I hear from them. 

It would be nice if you could report on it within GS as well, and not just have to rely on export.

I wonder if there could also be some kind of tagging functionality? We have a spreadsheet where we track Gainsight usage by team but it doesn’t necessarily line up with their Salesforce title/role/profile. Would be cool to add custom tags by team or “temporary” or “Project X”, etc. 

we badly need this for user audit. +1

Hi @sai_ram , Do you happened to hit the product team on this. Please share some updates . Before all customers get migrated to NXT, i think this solution should be enabled .

+1 to this thread. We regularly evaluate usage and permissions and need an easy way of viewing permission bundles in an exported csv format.

Overall, it would be useful to have:

1. The ability to see assigned permission bundles in User Management (permission bundle should also appear as an exportable column in Report Builder). This would also help identify who has been given a license type but doesn’t have a permissions bundle assignment.
2. The ability to more easily report on and export who is assigned to a Permission set in Permissions Bundle.

@vmoore @darkknight we are looking into this and will update the release plan soon.

Last update come 3 months back, any update or plan for this?

Hello @Kmwadhwani, thank you for following up. As @soumitrasahu mentioned this thread will be updated by the Product Manager once there is an update. Appreciate your understanding here :) 

any update on this? It is important to have permission bundles tagged and show up as a reportable/viewable field in User management and Report on truly administer the users. It is a pain to keep up with permissions in the current user management view.

Following! Now that we have to assign permission bundles to each user manually, I would love to be able to build a report to reference to ensure all of my Users have been assigned the correct permission bundle. 

Upvoting this. I’m concerned we have some users not assigned to a permission bundle and there is no good way to tell without manually going through each user.

@anirbandutta any 👀 on this?

Amplifying this for inclusion as some flavor of MDA object or as another panel in Analyzer, or anything to get away from shuttling in and out of each Permission Bundle to determine Users and Permissions. When your instance has aged some, it’s a highly manual error-prone journey to figure out who has permissions to what, and even worse to rationalize it.

No one has commented on this one in awhile, so trying to breathe some life into this idea.

The ability to report on what permission bundles are assigned to your users would be extremely handy for auditing purposes.

Boosting this again - we need to be able to report on the permission bundles applied to a given user. 

42 votes - this seems like a pretty popular ask. And this is now even more important now that Field Permissions are possible.  There is no clean way to identify across multiple permission bundles what values for a specific object/field may be set without manually inspecting each one.  


 

​@revathimenon not sure if you’re still a community moderator but, if so, could we get eyes on this one from a PM please?

Thanks!

Hi ​@darkknight 

Thanks for tagging me in - let me take this internally.

Hi all — thanks for keeping this thread alive, and appreciate the nudge ​@darkknight .

I've been reading through the full thread carefully. The original ask was about user-to-bundle assignment reporting — knowing which users are assigned to which bundles, and catching gaps at scale.

​@darkknight recent comment adds a related but different dimension — with Field Permissions now available, there's no way to inspect across bundles what permissions are configured for a specific object or field without manually opening each one.

A couple of questions to make sure we are solving the right problem:
1. Is the visibility gap limited to Field Permissions, or does it extend to Navigation Permissions and Data Permissions as well?
2. Is the core frustration about inspecting configurations across bundles — OR is it about understanding what a user ultimately ends up with when everything is applied together?

To be transparent — our current focus is on granular permission scopes for MCP integrations and access logs for SIEM tools, both driven by enterprise security needs. This one isn't on the immediate roadmap, but the answers above will help me make sure it's framed and prioritized correctly when we get to it. Will update here when there's movement.

​@Kartheek as user populations grow, platforms expand/converge and security/compliance requirements get stricter, we need to be able to quickly determine all of the above.

• we need to be able to retrieve (and export) what users are assigned to which permission bundles
• we need to be able to retrieve (and export) what each permission bundle gives access to, both functionality and field/data accessibility 
• we need to be able to correlate all of the above both for platform managers to be able to quickly identify,  and/or resolve issues with, accessibility, but even more importantly for if/when IT security asks for this information during audits It won’t take days of manual chasing to put it all together

Now more than ever, with AI / MCP in the mix, it’s becoming critical for platform managers to have quick access to this information.