---
schema_version: "1"
id: a99948a3cd0dd8fb3e3c0126e5f9729f02bab4bb00a9bb541ae44d12697e8fe8
title: Assign Users the Permission Sets to Work with B2B Referral Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_setup_user_perms.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_setup_user_perms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 708bd39ec39efe00824ad4e2008286894a4b01e923e9a9712809df2d885a2e18
description: Assign channel managers the permission set that they require to design and run referral programs.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Assign Users the Permission Sets to Work with B2B Referral Management

Assign channel managers the permission set that they require to design and run referral programs.

### 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>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Referral Marketing</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong>&nbsp;Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. <a href="https://help.salesforce.com/s/articleView?id=sales.b2b_referral_prm.htm&amp;language=en_US" target="_blank">Learn more about Referral Marketing with Partner Ecosystem management.</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%">
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        <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="d23103e90">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23103e90 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23103e90 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

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

Here is the permission set that channel managers need:

  
| NAME | USE | BUSINESS REQUIREMENT |
| --- | --- | --- |
| Manage B2B Referrals | Access to the Referral Management app. | Channel managers can go to the B2B Referral Management app and view records in the app. |

1. From Setup, in the Quick Find box, enter Users, and then select **Users**.
2. Open the user record of the partner manager.
3. Click **Permission Set Assignments** | **Edit Assignments**.
4. Move the Manage B2B Referrals permission set to the Enabled Permission Sets list.
5. Save your changes.