---
schema_version: "1"
id: 5db5749cbe629fcaae86cff0b5a39651f8b579010b2a3dc45b87d11a5e42d5dc
title: Create a Permission Set for Action Plan Access on Experience Cloud Sites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_community_perm_set.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_community_perm_set.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e5e1b938fd59e7c9a67caffa7a174120a20815f5d8300b648c9bf9ffffc413b6
description: Create a permission set with the action plans feature enabled and assign it the Experience Cloud site users.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create a Permission Set for Action Plan Access on Experience Cloud Sites

Create a permission set with the action plans feature enabled and assign it the Experience Cloud site 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: 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4550e64">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4550e64 ">To create and assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4550e64 ">
              <p>View Setup and Configuration </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Assign Permission Sets</p>
            </td>

          </tr>
        </tbody>
      </table>

The permission set license that provides site users access to action plans differs for each Salesforce Industries product. If you're unsure which permission set license is required for your site users, consult your Salesforce account executive.

To create and assign a permission set that includes access to the action plans feature:

1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**.
2. Click **New**.
3. Enter a label and then press **Tab** to populate the API name.
4. For License, select a permission set license that includes action plans access.
    
    For example, For Financial Services Cloud, select Financial Services Community Extension. For Public Sector Solutions, select Licensing and Permitting Management For Communities or Benefit Assistance For Communities, depending on your use case.
5. Save your work.
6. Click **System Permissions**, and then click **Edit**.
7. Enable permissions for action plans and for document checklist items.
    
    For example, in the cloned permission set based on the Licensing and Permitting Management For Communities permission set license, enable **Permission to access the Action Plans feature**.
8. Save your changes.
9. Assign the newly-created permission set to site users.
    
    1. Click **Manage Assignments**, and then click **Add Assignments**.
    2. Select the users you want to assign the permission set to, and click **Next**.
    3. Click **Assign**, and then click **Done**.
    
    When you assign a permission set to a user, the relevant permission set license is automatically assigned to them.

#### See Also

- [_Salesforce Help:_ Create Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_create.htm&type=5&language=en_US)
- [_Salesforce Help:_ Add Members to Your Experience Cloud Site](https://help.salesforce.com/s/articleView?id=platform.networks_customize_members.htm&type=5&language=en_US)