--- schema_version: "1" id: 4cb667e6397569596eecc453a374cd6ffd71114fa77d0ea37731647f2c545ffd title: Enablement Permission Set Groups, Permission Sets, and Permissions collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_permissions.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_permissions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: fc0915e5c76cf22175001181e650a825a1ba9f68b8a14247734c75d92694350e description: Enablement includes default permission set groups based on team member roles. The permission set groups include default permission sets based on tasks that people in those roles complete. The permission sets include individual user permissions and object permissions. products: - Sales Cloud - Sales Enablement release: "264" --- # Enablement Permission Set Groups, Permission Sets, and Permissions Enablement includes default permission set groups based on team member roles. The permission set groups include default permission sets based on tasks that people in those roles complete. The permission sets include individual user permissions and object permissions. ### Required Editions
Available in: Lightning Experience
Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost
Enablement Lite is available with Sales in: Enterprise, Performance, and Unlimited Editions
Partner Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, and Unlimited Editions for an additional cost. A supported PRM add-on license is required.
## Enablement Admin The Enablement Admin permission set group includes these default permission sets and permissions for managing programs and accessing in-app guidance. - Manage Enablement Essentials default permission set—Users can build, assign, track, and take Enablement programs in Lightning Experience and Partner Enablement programs in supported Experience Cloud sites. For programs in Lightning Experience, users can add exercises that reference existing assessment surveys. This default permission set uses the Enablement permission set license and includes these permissions. - Create and Customize Dashboards - Create and Customize Reports - Manage Dynamic Dashboards - Run Reports - View My Team’s Dashboards - Design and Deliver Enablement Programs - Take Enablement Programs - Take Partner Enablement Programs - Read on Accounts - Read on Surveys - Create and Read on Survey Invitations, Survey Subjects, and Survey Responses - Use Custom Walkthroughs default permission set—Users can view and complete custom walkthroughs in Lightning Experience. This default permission set uses the Walkthroughs permission set license and includes the Take Custom Walkthroughs permission. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-enablement-264-0-0-production-enus/4a7278f8-cbf0-413e-95e6-6a1aa646877b/images/icon_note.png) Note The Enablement Admin permission set group doesn’t include permissions for creating assessment surveys for Feedback Request exercises. The permission set group also doesn’t include permissions for creating prompts and walkthroughs outside of Enablement programs. ## Enablement Resources Manager The Enablement Resources Manager permission set group includes these default permission sets and permissions for managing assessment surveys used with Feedback Request exercises. These permissions also cover managing in-app guidance outside of Enablement programs in Lightning Experience. - Manage Assessment Surveys default permission set—Users can create, edit, and delete assessment surveys used with Feedback Request exercises. This default permission set uses the Enablement Resources permission set license and includes these permissions. - Create, Read, Edit, and Delete on Surveys - View Roles and Role Hierarchy - View Setup and Configuration - Manage In-App Guidance default permission set—Users can create, edit, and delete prompts and walkthroughs in Lightning Experience. This default permission set uses the Enablement Resources permission set license and includes these permissions. - Design and Deliver In-App Guidance - View All Profiles - View Roles and Role Hierarchy - View Setup and Configuration ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-enablement-264-0-0-production-enus/4a7278f8-cbf0-413e-95e6-6a1aa646877b/images/icon_note.png) Note In-app guidance in Lightning Experience can be used only outside of Enablement programs. ## Enablement User The Enablement User permission set group includes these default permission sets and permissions for taking programs and accessing in-app guidance in Lightning Experience. - Use Enablement Programs default permission set—Users can view and complete Enablement programs in Lightning Experience, including programs that reference assessment surveys for Feedback Request exercises. This default permission set uses the Enablement permission set license and includes these permissions. - Take Enablement Programs - Read on Accounts - Read on Surveys - Create and Read on Survey Invitations, Survey Subjects, and Survey Responses - Use Custom Walkthroughs default permission set—Users can view and complete custom walkthroughs in Lightning Experience. This default permission set uses the Walkthroughs permission set license and includes the Take Custom Walkthroughs permission. ## Partner Enablement User The Partner Enablement User permission set group includes these default permission sets and permissions for taking programs and accessing in-app guidance in supported Experience Cloud sites. - Use Partner Enablement Programs default permission set—Users can view and complete Partner Enablement programs in supported Experience Cloud sites. This default permission set uses the Enablement permission set license and includes the Take Partner Enablement Programs permission. - Use In-App Guidance for Partners default permission set—Users can view and complete prompts and walkthroughs in supported Experience Cloud sites. This default permission set uses the Walkthroughs permission set license and includes the Take In-App Guidance for Partners permission. ## In-App Guidance Manager for Partners No permission set group exists for users who manage in-app guidance for partners, but a default permission set is available. Manage In-App Guidance for Partners default permission set—Users can create, edit, and delete prompts and walkthroughs in supported Experience Cloud sites. This default permission set uses the Enablement Resources permission set license and includes these permissions. - Design and Deliver In-App Guidance for Partners - Take In-App Guidance for Partners - View All Profiles - View Roles and Role Hierarchy - View Setup and Configuration ## Sales Leader No permission set group exists for users who aren’t Enablement admins but manage Enablement analytics. However, a default permission set is available. Manage Enablement Analytics permission set—Users can create, edit, delete, and view prebuilt Enablement reports and dashboards for Enablement programs. This default permission set uses the Enablement permission set license and includes these permissions. - Create and Customize Dashboards - Create and Customize Reports - Manage Dynamic Dashboards - Run Reports - View Enablement Analytics - View My Team's Dashboards #### See Also - [Assign Permissions to Your Enablement Team](https://help.salesforce.com/s/articleView?id=sales.enablement_setup_assign_perms.htm&release=264.0.0&type=5 "Assign permissions to Enablement team members and users for managing programs, managing content, and taking programs. Give access to Enablement admins to access objects and fields when creating measures. Some options and settings are different depending on whether you’re working with Enablement Lite, full Enablement, or Partner Enablement programs.") - [Enablement Lite Permissions](https://help.salesforce.com/s/articleView?id=sales.enablement_lite_permissions.htm&release=264.0.0&type=5 "Default permission sets that use the Enablement Lite permission set license become available when you turn on Enablement Lite in Setup.") - [Enablement Team Roles and Responsibilities](https://help.salesforce.com/s/articleView?id=sales.enablement_roles.htm&release=264.0.0&type=5 "Multiple disciplines collaborate to define, build, and track Enablement programs. Identify colleagues who can take on these roles so that your Salesforce admin can assign permissions appropriately.") - [Managing Partner Enablement Programs](https://help.salesforce.com/s/articleView?id=sales.enablement_partner.htm&release=264.0.0&type=5 "Show Partner Enablement programs to partner users in supported Experience Cloud sites as part of your Partner Relationship Management (PRM) strategy. Partner Enablement programs are also called Partner Tracks. Work with your site developer to build partner experiences that show Enablement programs, outcomes, milestones, and exercises in site pages where partners interact with your brand.") - [Permissions for Creating and Accessing In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_wt_license.htm&language=en_US)