---
schema_version: "1"
id: 81f0b31698ec045675796f045fa29eec1a60277c09df33807cc3af686c73689a
title: Enable Additional Permissions 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_object_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_object_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eba37f02b121f616c08aa8bfef10de2253b683a28eed5839b4ad62e25452cbf0
description: Help users manage action plan details by giving them the appropriate level of permissions for the required objects.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Enable Additional Permissions for Action Plans

Help users manage action plan details by giving them the appropriate level of permissions for the required objects.

### 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>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/images/icon_note.png)

Note Salesforce offers two ways to work with profiles: the enhanced profile user interface and the original profile user interface. You can switch between the two in Setup. Search for and select **User Management Settings**, and then turn on or turn off Enhanced Profile User Interface. These instructions are for the enhanced profile user interface.

1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
2. Select a profile and then click **Edit**.
    
    For example, in Financial Services Cloud, select Advisor or Personal Banker profile.
3. Under General User Permissions, enable **Access Activities**.
4. Under Standard Object Permissions, assign the appropriate level of Create-Read-Update-Delete (CRUD) access to these objects.
    
    - Action Plans
    - Action Plan Templates
    - Document Checklist Items, if you've set up Document Tracking and Approvals
    - Recurrence Schedule
5. Save your changes.