---
schema_version: "1"
id: 295e27548b6a59215a9396514bb78736106f2088a4bb5348db200379048a2794
title: Assign Permission Set Licenses and Permission Sets for Action Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_admin_configure_licenses_and_permission_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_configure_licenses_and_permission_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f2ee6dde862aeccb39e9477c5bfa2126f3f17fa6bfa1bde9274b3ba96d235991
description: Give your users access to action plans.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Assign Permission Set Licenses and Permission Sets for Action Plans

Give your users access to action plans.

### 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: 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. <a href="https://help.salesforce.com/s/articleView?id=action_plans_editions_permissions.htm&amp;language=en_US" target="_blank">View edition availability</a>.</td></tr></tbody></table>

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](https://help.salesforce.com/s/articleView?id=ind.admin_doc_mgmt_overview.htm&type=5&language=en_US).

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

- [_Tip Sheet:_ Manage Bulk Permission Set License (PSL) Assignments for Financial Services Cloud](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/bulk_psl_assign_for_financial_services_cloud.pdf)