This article provides guidance for the OneMerge Status page, in particular the User Permissions panel. The purpose of this panel is to display the current status of the Permission assignments and related configuration pre-requisites that are required per User who will using OneMerge.
User Permissions Panel
There are six links within the panel:
- OneMerge User Permission Set Assignments – each user needs the OneMerge User Permission Set assigning to them so that they can access the OneMerge Features. Clicking the link takes you to Permission Sets. The icon will be green when this has been completed.
- Duplicate Record Set Object Access Permissions – each user needs Create, Read, Update and Delete permissions for the Duplicate Record Set Object. Clicking the link takes you to the Duplicate Record Set Object Access. The icon will be green when this has been completed.
- Object Access Permissions – depending upon which Salesforce Object you are filtering on , clicking this link takes you to the Object so that you can set Create, Read, Update or Delete permissions. The icon will be green when this has been completed.
- Duplicate Record Set Layout Assignment – the Duplicate Record Set Layout will need assigning to all relevant profiles that will be using OneMerge. This icon displays for information purposes only and does not change green.
- Duplicate Record Item Layout Assignment – the Duplicate Record Item Layout will need assigning to all relevant profiles that will be using OneMerge. This icon displays for information purposes only and does not change green.
- OneMerge Fields for ‘Object’ – there are OneMerge fields that need adding to Salesforce Object page layouts. This link will take you to the Object depending upon which one you are filtering on.
There is also a summary of when the Permission Set Assignment was last updated. You can refresh the information in this panel by selecting the settings icon top right.
OneMerge Free Edition
OneMerge Standard and Enterprise Editions
The following demo walks through the Setup Status Panels in OneMerge Free Edition.
Article last reviewed: 2026-02-10