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Grant Channel Account Managers and Partner Users Access to Partner Fund Claims

Grant Channel Account Managers and Partner Users Access to Partner Fund Claims

Create a permission set for your channel account manager (CAM) or financial department so they can manage and approve and reimburse fund claims. Create another permission set for your partner users so they can submit fund claims.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create permission sets Manage Profiles and Permission Sets
To assign permission sets Assign Permission Sets

Create two permission sets. Grant Create, Read, Update, and Delete permissions on Fund Claims to the channel manager. Grant channel partner users Create, Update, and Read on Fund Claims.

  1. From Setup, enter Permission in the Quick Find box, then select Permission Sets.
  2. Click New.
  3. Create a permission set for the channel account manager.
  4. Select the channel account manager profile for the type of user that this permission set is assigned to for one of your permission sets.
  5. Create a permission set for the partner user, giving them only Create, Read, and Update access to Fund Claims.