Step 3: Configure Permissions

Learn how to assign the MergeUp Admin and MergeUp User permission sets, optionally bundle them into permission set groups, and replicate their settings when building custom permission sets.

Dec 6, 2025
Knowledge

Article Body

Prerequisites

Complete the MergeUp Setup Flow: Finish all actions in Step 2: Setup Authentication and Permission Sets so that the MergeUp Admin and MergeUp User permission sets are generated.
Have permission to assign user access: You need administrator rights or delegated administration powers to assign permission sets, manage permission set groups, or create custom permission sets.

Overview

The MergeUp setup flow provisions two permission sets that separate configuration work from day-to-day merging. This article walks through assigning those permission sets, incorporating them into permission set groups when desired, and outlines the settings you must copy if you create custom permission sets tailored to your organization.

Steps

Assign users: Assign users to the appropriate permission sets when running the MergeUp Setup Flow or by Managing Permission Set Assignments in Setup.
Group permissions: Bundle the MergeUp permission sets with other permission sets using Permission Set Groups.
Create custom permission sets: If you require refined access, clone the standard permission sets or build a new one that mirrors the permissions documented below. Apply the same user permissions, object permissions, field access, custom permission, and tab visibility so that MergeUp continues to function correctly.

Permission Set Reference

MergeUp Admin – Provide this access level to administrators who manage MergeUp templates, queries, and expressions.

User Permissions

Label	API Name
API Enabled	ApiEnabled

Object Permissions

Label	API Name	Read	Create	Edit	Delete	View All Records	Modify All Records	View All Fields
MergeUp Batch	mergeup__MergeUp_Batch__c	✓	✓	✓	✓	✓	✓	-
MergeUp Expression	mergeup__Expression__c	✓	✓	✓	✓	✓	✓	-
MergeUp Merge Log	mergeup__Merge_Log__c	✓	✓	✓	✓	✓	✓	-
MergeUp Query	mergeup__Query__c	✓	✓	✓	✓	✓	✓	-
MergeUp Query Field	mergeup__Query_Field__c	✓	✓	✓	✓	✓	✓	-
MergeUp Template	mergeup__Template__c	✓	✓	✓	✓	✓	✓	-
MergeUp Template Group	mergeup__Template_Group__c	✓	✓	✓	✓	✓	✓	-
MergeUp Template Group Item	mergeup__Template_Group_Item__c	✓	✓	✓	✓	✓	✓	-
MergeUp Template Query	mergeup__Template_Query__c	✓	✓	✓	✓	✓	✓	-
MergeUp Where Clause Query	mergeup__Where_Clause_Query__c	✓	✓	✓	✓	✓	✓	-
User External Credential	UserExternalCredential	✓	✓	✓	✓	-	-	-

Field Permissions

Field Label	Field API Name	Read	Edit
MergeUp Batch (mergeup__MergeUp_Batch__c)
Apex Job Id	mergeup__Apex_Job_Id__c	✓	✓
Completed Document Merge Count	mergeup__Completed_Document_Merge_Count__c	✓	✓
End	mergeup__End__c	✓	✓
Errored Document Merge Count	mergeup__Errored_Document_Merge_Count__c	✓	✓
Errors	mergeup__Errors__c	✓	✓
Options	mergeup__Options__c	✓	✓
Pending Document Merge Count	mergeup__Pending_Document_Merge_Count__c	✓	✓
Report Id	mergeup__Report_Id__c	✓	✓
Report Name	mergeup__Report_Name__c	✓	✓
Start	mergeup__Start__c	✓	✓
Status	mergeup__Status__c	✓	✓
Total Document Merge Count	mergeup__Total_Document_Merge_Count__c	✓	✓
Type	mergeup__Type__c	✓	✓
MergeUp Expression (mergeup__Expression__c)
Alias	mergeup__Alias__c	✓	✓
Expression	mergeup__Expression__c	✓	✓
HTML Expression	mergeup__HTML_Expression__c	✓	✓
Template Group	mergeup__Template_Group__c	✓	✓
Type	mergeup__Type__c	✓	✓
MergeUp Merge Log (mergeup__Merge_Log__c)
Completed Date	mergeup__Completed_Date__c	✓	✓
Errors	mergeup__Errors__c	✓	✓
Generated Content Document Id	mergeup__Generated_Content_Document_Id__c	✓	✓
Link to Related Record	mergeup__Link_to_Related_Record__c	✓	-
MergeUp Batch	mergeup__MergeUp_Batch__c	✓	✓
Options	mergeup__Options__c	✓	✓
Related Record Id	mergeup__Related_Record_Id__c	✓	✓
Status	mergeup__Status__c	✓	✓
Template	mergeup__Template__c	✓	✓
Upsert Key	mergeup__Upsert_Key__c	✓	✓
MergeUp Query (mergeup__Query__c)
Loop Variable	mergeup__Loop_Variable__c	✓	✓
Object	mergeup__Object__c	✓	✓
Parent Key Field	mergeup__Parent_Key_Field__c	✓	✓
Parent Query	mergeup__Parent_Query__c	✓	✓
Relationship Field	mergeup__Relationship_Field__c	✓	✓
Type	mergeup__Type__c	✓	✓
Where Clause	mergeup__Where_Clause__c	✓	✓
MergeUp Query Field (mergeup__Query_Field__c)
Field Alias	mergeup__Field_Alias__c	✓	✓
Field API Name	mergeup__Field__c	✓	✓
MergeUp Template (mergeup__Template__c)
Active Template Version	mergeup__Active_Template_Version__c	✓	✓
Additional Parameters	mergeup__Additional_Parameters__c	✓	✓
Currency Override	mergeup__Default_Currency__c	✓	✓
Date Locale Override	mergeup__Default_Date_Locale__c	✓	✓
Default File Name	mergeup__File_Name__c	✓	✓
Dynamic File Name	mergeup__Dynamic_File_Name__c	✓	✓
Merged File Type	mergeup__File_Type__c	✓	✓
Number Locale Override	mergeup__Default_Number_Locale__c	✓	✓
Primary Template Group	mergeup__Primary_Template_Group__c	✓	✓
Primary Template Group Info	mergeup__Primary_Template_Group_Info__c	✓	-
Template File Type	mergeup__Template_File_Type__c	✓	✓
Template Type	mergeup__Template_Type_With_Icon__c	✓	-
Timezone Override	mergeup__Timezone_Override__c	✓	✓
MergeUp Template Group (mergeup__Template_Group__c)
Object	mergeup__Object__c	✓	✓
Type	mergeup__Type__c	✓	✓
MergeUp Template Query (mergeup__Template_Query__c)
Query Level	mergeup__Query_Order__c	✓	✓
MergeUp Where Clause Query (mergeup__Where_Clause_Query__c)
Comparison Operator	mergeup__Comparison_Operator__c	✓	✓
Field Name	mergeup__Field_Name__c	✓	✓
Query String	mergeup__Query_String__c	✓	✓

Custom Permissions

Label	API Name
View Merge Single Doc LWC	View_Merge_Single_Doc_LWC

Tabs

Label	API Name	Available	Visible
MergeUp Merge Logs	mergeup__Merge_Log__c	✓	✓
MergeUp Batches	mergeup__MergeUp_Batch__c	✓	✓
MergeUp Home	mergeup__MergeUp_Home	✓	✓
MergeUp Templates	mergeup__Template__c	✓	✓

MergeUp User – Assign this access level to users who only need to generate documents.

User Permissions

Label	API Name
API Enabled	ApiEnabled

Object Permissions

Label	API Name	Read	Create	Edit	Delete	View All Records	Modify All Records	View All Fields
MergeUp Batch	mergeup__MergeUp_Batch__c	✓	✓	✓	✓	✓	-	-
MergeUp Expression	mergeup__Expression__c	✓	-	-	-	✓	-	-
MergeUp Merge Log	mergeup__Merge_Log__c	✓	✓	✓	-	✓	-	-
MergeUp Query	mergeup__Query__c	✓	-	-	-	✓	-	-
MergeUp Query Field	mergeup__Query_Field__c	✓	-	-	-	✓	-	-
MergeUp Template	mergeup__Template__c	✓	-	-	-	✓	-	-
MergeUp Template Group	mergeup__Template_Group__c	✓	-	-	-	✓	-	-
MergeUp Template Group Item	mergeup__Template_Group_Item__c	✓	-	-	-	✓	-	-
MergeUp Template Query	mergeup__Template_Query__c	✓	-	-	-	✓	-	-
MergeUp Where Clause Query	mergeup__Where_Clause_Query__c	✓	-	-	-	✓	-	-
User External Credential	UserExternalCredential	✓	✓	✓	✓	-	-	-

Field Permissions

Field Label	Field API Name	Read	Edit
MergeUp Batch (mergeup__MergeUp_Batch__c)
Apex Job Id	mergeup__Apex_Job_Id__c	✓	✓
Completed Document Merge Count	mergeup__Completed_Document_Merge_Count__c	✓	✓
End	mergeup__End__c	✓	✓
Errored Document Merge Count	mergeup__Errored_Document_Merge_Count__c	✓	✓
Errors	mergeup__Errors__c	✓	✓
Options	mergeup__Options__c	✓	✓
Pending Document Merge Count	mergeup__Pending_Document_Merge_Count__c	✓	✓
Report Id	mergeup__Report_Id__c	✓	✓
Report Name	mergeup__Report_Name__c	✓	✓
Start	mergeup__Start__c	✓	✓
Status	mergeup__Status__c	✓	✓
Total Document Merge Count	mergeup__Total_Document_Merge_Count__c	✓	✓
Type	mergeup__Type__c	✓	✓
MergeUp Expression (mergeup__Expression__c)
Alias	mergeup__Alias__c	✓	-
Expression	mergeup__Expression__c	✓	-
HTML Expression	mergeup__HTML_Expression__c	✓	-
Template Group	mergeup__Template_Group__c	✓	-
Type	mergeup__Type__c	✓	-
MergeUp Merge Log (mergeup__Merge_Log__c)
Completed Date	mergeup__Completed_Date__c	✓	✓
Errors	mergeup__Errors__c	✓	✓
Generated Content Document Id	mergeup__Generated_Content_Document_Id__c	✓	✓
Link to Related Record	mergeup__Link_to_Related_Record__c	✓	-
MergeUp Batch	mergeup__MergeUp_Batch__c	✓	✓
Options	mergeup__Options__c	✓	✓
Related Record Id	mergeup__Related_Record_Id__c	✓	✓
Status	mergeup__Status__c	✓	✓
Template	mergeup__Template__c	✓	✓
Upsert Key	mergeup__Upsert_Key__c	✓	✓
MergeUp Query (mergeup__Query__c)
Loop Variable	mergeup__Loop_Variable__c	✓	-
Object	mergeup__Object__c	✓	-
Parent Key Field	mergeup__Parent_Key_Field__c	✓	-
Parent Query	mergeup__Parent_Query__c	✓	-
Relationship Field	mergeup__Relationship_Field__c	✓	-
Type	mergeup__Type__c	✓	-
Where Clause	mergeup__Where_Clause__c	✓	-
MergeUp Query Field (mergeup__Query_Field__c)
Field Alias	mergeup__Field_Alias__c	✓	-
Field API Name	mergeup__Field__c	✓	-
MergeUp Template (mergeup__Template__c)
Active Template Version	mergeup__Active_Template_Version__c	✓	-
Additional Parameters	mergeup__Additional_Parameters__c	✓	-
Currency Override	mergeup__Default_Currency__c	✓	-
Date Locale Override	mergeup__Default_Date_Locale__c	✓	-
Default File Name	mergeup__File_Name__c	✓	-
Dynamic File Name	mergeup__Dynamic_File_Name__c	✓	-
Merged File Type	mergeup__File_Type__c	✓	-
Number Locale Override	mergeup__Default_Number_Locale__c	✓	-
Primary Template Group	mergeup__Primary_Template_Group__c	✓	-
Primary Template Group Info	mergeup__Primary_Template_Group_Info__c	✓	-
Template File Type	mergeup__Template_File_Type__c	✓	-
Template Type	mergeup__Template_Type_With_Icon__c	✓	-
Timezone Override	mergeup__Timezone_Override__c	✓	-
MergeUp Template Group (mergeup__Template_Group__c)
Object	mergeup__Object__c	✓	-
Type	mergeup__Type__c	✓	-
MergeUp Template Query (mergeup__Template_Query__c)
Query Level	mergeup__Query_Order__c	✓	-
MergeUp Where Clause Query (mergeup__Where_Clause_Query__c)
Comparison Operator	mergeup__Comparison_Operator__c	✓	-
Field Name	mergeup__Field_Name__c	✓	-
Query String	mergeup__Query_String__c	✓	-

Custom Permissions

Label	API Name
View Merge Single Doc LWC	View_Merge_Single_Doc_LWC

Tabs

Label	API Name	Available	Visible
MergeUp Batches	mergeup__MergeUp_Batch__c	✓	✓

Next Steps

Authenticate individual users so they can run merges: Authenticating Your User for Merging
Ready your admins to build templates with the MergeUp Manager: Creating a New Template

Title

Step 3: Configure Permissions

URL Name

Step-3-Configure-Permissions