--- schema_version: "1" id: 13f4c8f6e8ff5d3bf6cb3d4be4fd61eb155a632b7d4887fed3df7d355f192d95 title: Permissions for Creating and Accessing In-App Guidance collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/customhelp_lex_wt_license.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_wt_license.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: bc86e6507fd0bbc832d19a53c7c6d903bd98d909a611e91b9419666c3f7c893a description: A Salesforce admin assigns permissions to users who create in-app guidance in any environment, who access walkthroughs in Lightning Experience, and who access in-app guidance in Experience Cloud sites. No permissions are necessary for accessing prompts in Lightning Experience. products: - Sales - Sales Enablement release: "264" --- # Permissions for Creating and Accessing In-App Guidance A Salesforce admin assigns permissions to users who create in-app guidance in any environment, who access walkthroughs in Lightning Experience, and who access in-app guidance in Experience Cloud sites. No permissions are necessary for accessing prompts in Lightning Experience. ### Required Editions
Available in: Lightning Experience
Available with a limited number of active walkthroughs in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Available with Enablement, which is available in Developer Edition with a limited number of add-ons and with Sales, Service, or Salesforce Platform in: Enterprise, Performance, Unlimited and Einstein 1 Sales EditionEditions for an additional cost
In-app guidance in Experience Cloud sites with Partner Enablement requires an Enablement add-on license and supported PRM add-on license.
## Permissions, Permission Sets, and Permission Set Licenses These permissions are available and included in default permission sets.
Task User Type Permission Needed Default Permission Set Permission Set License
Create prompts or walkthroughs in Lightning Experience Salesforce admin Modify All Data or Customize Application None None
Non-admin user Design and Deliver In-App Guidance Manage In-App Guidance Enablement Resources
Take walkthroughs in Lightning Experience Any user Take Custom Walkthroughs Use Custom Walkthroughs Walkthroughs
Take prompts in Lightning Experience Any user None None None
Create prompts or walkthroughs in Experience Cloud sites Salesforce admin Modify All Data or Customize Application None None
Non-admin user Design and Deliver In-App Guidance for Partners Manage In-App Guidance for Partners Enablement Resources
Take prompts and walkthroughs in Experience Cloud sites Partner user Take In-App Guidance for Partners Use In-App Guidance for Partners Walkthroughs
Most of these permission sets are also included in Enablement permission set groups. ## Other Required Permissions for Creating In-App Guidance The Manage In-App Guidance and Manage In-App Guidance for Partners permission sets also include these related system permissions. - View All Profiles - View Roles and Role Hierarchy - View Setup and Configuration In Lightning Experience, if in-app guidance is related to a specific object or app, you also need access to that item. Otherwise, some actions aren’t available in In-App Guidance Builder. ## Other Requirements for Experience Cloud Sites Extra permissions are required for selecting a site from the Environment dropdown in In-App Guidance Builder. | Your Permission or Access | Sites You Can Select | | --- | --- | | Create and Set Up Experiences | Inactive or active sites | | Customize Application | Inactive or active sites | | Member of the site | Active sites only | If you don’t have one of these permissions, you can’t see the site in In-App Guidance Builder. If another user with these permissions created in-app guidance in a site and you try to edit the in-app guidance they created, you can’t see the site. ## Free Walkthroughs in Lightning Experience In Lightning Experience, you can create and activate up to three free custom walkthroughs. To activate more than three custom walkthroughs at a time, purchase the Enablement add-on license and assign permissions. To activate more than three custom walkthroughs at a time, purchase the Enablement add-on license and assign the Use Custom Walkthroughs permission set to selected users. However, after you purchase the license, only users with this permission set can view any custom walkthroughs. The three free custom walkthroughs are no longer available to all users. The In-App Guidance page in Setup shows the number of free custom walkthroughs that remain available. In supported Experience Cloud sites, all walkthroughs require Enablement and PRM licenses. #### See Also - [Limitations for In-App Guidance in Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=sales.iag_site_limitations.htm&release=264.0.0&type=5 "If your company has purchased Enablement, purchased Enablement Partner Relationship Management (PRM), and created an Experience Cloud site built with Aura templates, you can create prompts and walkthroughs in a site. Some functionality that’s available for in-app guidance in Lightning Experience isn’t available for in-app guidance in Experience Cloud sites.") - [Enablement Permission Set Groups, Permission Sets, and Permissions](https://help.salesforce.com/s/articleView?id=sales.enablement_permissions.htm&language=en_US) - [Permission Set Licenses](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_overview.htm&language=en_US) - [Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_overview.htm&language=en_US)