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Assign Permission Set Licenses and Permission Sets for Action Plans

Give your users access to action plans.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.

To assign the Action Plans permission set to a user, grant them an appropriate Salesforce license first. For more information about the license, contact your Salesforce account executive.

To use document checklist items, set up Document Tracking and Approvals.

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Click a user’s name.
  3. Under Permission Set Assignments, click Edit Assignments and add the Action Plans permission set.
  4. Save your changes.

See Also