Why am I unable to add users to salesforce Public Groups?
I have created a Delegated Admin Group and add few users to this group. The Delegated Admins have access to a Public Group. This should allow them to add users to the Public Group.
Some of the users are able to see the option to add Users, Roles, etc to the Public Group. However, other users only see the option to add other Public Groups (See screenshots below). I have checked the permissions for these users and as far as I can see they have the same permissions - same profile, roles, permission sets.
What should I check to allow Delegated Admins to add individual users to a Public Group?
The solution to add users to salesforce Public Groups is to include Manage Users permission for those users in the delegated admins. This is described in this help article Create and Edit Groups You should be aware that Manage Users grants permissions that go way beyond creating/editing groups and you should think carefully about whether to grant such a permission to delegated admins. The permissions include access to configurations that affect record sharing so a malicious (or clueless) delegated admin could open up record visibility to users who shouldn't get it.
Answer (1)
If you're unable to add users to Salesforce public groups, there could be several reasons causing this issue. Here are some common reasons and troubleshooting steps:
1. Permissions
Ensure that you have the necessary permissions to manage public groups. You need the following permissions:
- Manage Public Groups permission.
- Manage Users permission if you're adding users to the group.
2. Profile and Role Settings
Check if your profile or role has the required permissions to manage public groups:
- Go to Setup > Profiles and ensure the profile assigned to your user has the Manage Public Groups permission.
- Alternatively, go to Setup > Roles and ensure your role allows you to manage public groups.
3. Group Settings
Ensure that the public group settings allow adding users:
- Ensure that the public group settings allow adding users:
- Navigate to Setup > Public Groups.
Select the group you want to manage and ensure it is not restricted or locked down by any other settings.