---
schema_version: "1"
id: c2bb1904f811c42adcafe2acb47987b365a9ff51d1b4cfe0393edef2336a8526
title: Set Up Funding Workbench for Partners
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_funding_workbench_setup_for_partners.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_funding_workbench_setup_for_partners.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d1a1b641612d356afd2e8ea99a02b8ccfa3d4a6c64e08c3110524745be66f179
description: Set up components for enabling and accessing the capabilities of Funding Workbench for your partner users.
products:
  - Automotive
release: "264"
---
# Set Up Funding Workbench for Partners

Set up components for enabling and accessing the capabilities of Funding Workbench for your partner users.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

1. Enable partner user profile to run decision tables.
    1. In Setup, search for and select **Profiles**.
    2. Open your partner user's profile, and click **Edit**.
    3. Under General User Permissions, check **Run Decision Tables**.
    4. Save your changes.
2. Clone the Vehicle and Asset Lending for Partners permission set and assign it to the partner user.
    - Edit the cloned permission set and enable object permissions for viewing fields on Document Decision Requirement, Application Form Product, and Application Action Item records.
    - Edit the system permissions and enable **Use Funding Workbench for Automotive Finance as Partner user** and **User license to access the Document Checklist features**.
3. Additionally, assign these permission sets to the partner user.
    - Automotive Foundation for Experience Cloud
    - Omnistudio User
    - Document Checklist
    - Industries Assessment
4. Set a default picklist value for the status field on the Application Action Item Document Checklist Item object.
    1. In Setup, go to Object Manager.
    2. Search for and select **Application Action Item Document Checklist Item**.
    3. Go to Fields and Relationships.
    4. Open the Status field.
    5. Under Status Picklist Values, create new picklist values.
    6. Click Edit for one of the values as required and select **Make this value the default for the master picklist**.
    7. Save your changes.
5. Set the dynamic picklist values for the type field on the Application Action Item object.
    1. In Setup, go to Object Manager.
    2. Search for and select **Application Action Item**.
    3. Go to Fields and Relationships.
    4. Open the Type field.
    5. Under Status Picklist Values, create new picklist values with the labels Review and Upload.
    6. Save your changes.
6. Update sharing settings for Omni Processes.
    
    See [Create Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_sharing_rules_create.htm&type=5&language=en_US).
    
    1. In Setup, in the quick find box, search for and select **Sharing Settings**.
    2. Under Sharing Rules, click **New** for Omni Process Sharing Rules.
    3. Enter the relevant details for your partner users.
    4. Save your changes.