---
schema_version: "1"
id: 99af819305a2bd12f0acefd5cf4d43cb3d674692c524202aba87b06c367c62fa
title: Select Who Can Use Sales Account Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_plans_setup_assign_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_plans_setup_assign_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 70df53bb0591bf1f39d6d132df3e2f6e9d309a27320a2981a979df18f04b3c23
description: By default, only Salesforce admins can access the sales account plan objects. To get your sales teams started with account planning, assign the Manage Account Plans permission set to them and optimize your sharing settings.
products:
  - Sales Cloud
release: "264"
---
# Select Who Can Use Sales Account Plans

By default, only Salesforce admins can access the sales account plan objects. To get your sales teams started with account planning, assign the Manage Account Plans permission set to them and optimize your sharing settings.

### 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>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions with Sales and in <strong>Agentforce 1 Sales Edition</strong></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="d79942e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d79942e70 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d79942e70 ">Assign Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d79942e70 ">To set field level security:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d79942e70 ">
              <p>Manage Profiles and Permission Sets </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
            </td>

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

## Grant Users Access to Sales Account Plans

1. In Salesforce Go, on the Account Plans page, locate the Manage User Access step and click **Manage**.
2. Assign the Manage Account Plans permission set to the users who need access to sales account plans.
    
    The permission set includes all the object and field permissions required to use sales account plans.

## Share Sales Account Plans with Other Users

By default, sales account plans are private. Reps can choose to share their individual account plans with other team members via sharing settings on the account plan record page. If you want members of your sales team to be able to see their colleagues' account plans by default, update the organization-wide settings.

1. From Setup, in the Quick Find box, enter Sharing Settings, and then select **Sharing Settings**.
2. Click **Edit**.
3. Select the access policies you want for the Account Plan and Account Plan Objective objects.
4. Click **Save**.

#### See Also

- [Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_overview.htm&type=5&language=en_US)
- [Enable Object Permissions in Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_objects_and_fields.htm&type=5&language=en_US)
- [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&type=5&language=en_US)
- [Sharing Settings](https://help.salesforce.com/s/articleView?id=platform.managing_the_sharing_model.htm&type=5&language=en_US)
- [Focus Your Strategic Efforts with Sales Account Plans](https://help.salesforce.com/s/articleView?id=sales.account_plans_overview.htm&release=264.0.0&type=5 "In a sales account plan, you can research and analyze accounts, set objectives with actionable metrics, and keep tabs on growth and development.")