---
schema_version: "1"
id: 47f41570e31f2ed67ab632b927b5d9f933d3fc78b90bf7be9e55000166334519
title: Assign Permissions to Your Enablement Team
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/enablement_setup_assign_perms.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.enablement_setup_assign_perms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 366142c638e00fa10767af7bd8e3a9ae8d76d847c95a024903fd8229724c7835
description: 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.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Assign Permissions to Your Enablement Team

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.

### 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;">Enablement is available in <strong>Developer</strong> Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Einstein 1 Sales Edition</strong> Editions for an additional cost</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Enablement Lite is available with Sales in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Partner Enablement is available in <strong>Developer</strong> Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions for an additional cost. A <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;language=en_US" target="_blank">supported PRM add-on license</a> is required.</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="d14029e100">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14029e100 ">To assign permission set groups:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14029e100 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>
          </tr>
        </tbody>
      </table>

To familiarize yourself with the appropriate permission set groups or default permission sets to assign, review the [list of default Enablement permission set groups, permission sets, and permissions](https://help.salesforce.com/s/articleView?id=sales.enablement_permissions.htm&release=264.0.0&type=5 "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."). If you’re trying Enablement for free, [review the default permissions and sets included with Enablement Lite](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.").

![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 Permission set group assignments are calculated and can take some time before they go into effect. See [Permission Set Group Status and Recalculation](https://help.salesforce.com/articleView?id=perm_set_groups_status_recalc.htm&language=en_US).

1. From Setup, in the Quick Find box, enter Enablement, and then select the page for the types of programs you’re creating.
    - For full Enablement, select **Enablement Settings**.
    - For Enablement Lite, select **Enablement Lite Settings**.
    - For Partner Enablement, select **Partner Enablement Settings**.
2. Assign Enablement admin permissions to users who build, assign, and track Enablement programs.
    
    - For Enablement Lite, assign the Manage Enablement Lite Essentials default permission set.
    - For full Enablement, assign the Enablement Admin permission set group.
    - For Partner Enablement, assign the Manage Enablement Essentials default permission set. For Partner Enablement programs, we recommend that you assign this permission set to both Enablement admins and site developers.
    
    1. Scroll to the Assign Permissions for Enablement Admins step, and click **Go to Permission Set** or **Go to Permission Set Group**.
        
        The permission set or permission set group opens in a new browser tab.
    2. Click **Add Assignments**.
    3. Search for the user that you want to add, and click **Assign**.
    4. Close the browser tab, and return to Enablement Settings or Partner Enablement Settings.
3. For Partner Enablement programs only, repeat the previous step to assign the Manage Enablement Essentials default permission set to site developers. These permissions ensure that site developers can access Enablement objects when they add Enablement components and pages to supported Experience Cloud sites.
4. For full Enablement programs only, assign Enablement Resources Manager permissions. These users create assessment surveys for Feedback Request exercises and create prompts and walkthroughs in Lightning Experience for use outside of Enablement programs.
    1. Scroll to the Assign Enablement Resources Managers step, and click **Go to Permission Set Group**.
        
        The Enablement Resources Manager permission set group opens in a new browser tab.
    2. Click **Add Assignments**.
    3. Search for the user that you want to add, and click **Assign**.
    4. Close the browser tab, and return to Enablement Settings.
5. Assign the Content Manager contributor role in the Enablement workspace in Digital Experiences to users who manage links, videos, and rich text for exercises. Complete the steps in [Assign a Contributor Role in the Enablement Workspace](https://help.salesforce.com/s/articleView?id=sales.enablement_content_contributor.htm&release=264.0.0&type=5 "To manage content for exercises in Enablement programs, assign the Content Manager contributor role in the Enablement workspace in the Digital Experiences app.").
6. For Partner Enablement programs only, assign In-App Guidance Manager permissions to users who create prompts and walkthroughs in supported Experience Cloud sites.
    1. Scroll to the Assign In-App Guidance Managers in Experience Cloud Sites step, and click **Go to Permission Set**.
        
        The Manage In-App Guidance for Partners permission set opens in a new tab.
    2. Click **Add Assignments**.
    3. Search for the user that you want to add, and click **Assign**.
    4. Close the browser tab, and return to Partner Enablement Settings.
7. In the Let Enablement Admins Build Measures on All Objects and Fields step, optionally turn on **Allow build access for all objects and fields**. This option gives Enablement admins access to create measures for program outcomes and milestones using objects and fields that they can’t normally access.
    
    When the setting is on, Enablement admins see the names of all objects, fields, and field values when creating a measure. Outside of Enablement, access to all objects and fields is still limited by object- and field-level security, including the ability to view associated data within records.
8. For full Enablement programs only, assign Manage Enablement Analytics permissions to sales leaders who can create, edit, delete, run, and view prebuilt Enablement reports and dashboard.
    1. Scroll to the Assign Permissions for Viewing Analytics step, and click **Go to Permission Set** .
        
        The Manage Enablement Analytics permission set opens in a new browser tab.
    2. Click **Add Assignments**.
    3. Search for the user that you want to add, and click **Assign**.
    4. Close the browser tab, and return to Enablement Settings.
9. Assign Enablement user permissions to users who take Enablement programs.
    
    - For Enablement Lite, assign the Use Enablement Lite Programs default permission set.
    - For full Enablement, assign the Enablement User permission set group.
    - For Partner Enablement, assign the Partner Enablement User permission set group.
    
    1. Scroll to the Assign Permissions for Enablement Users step or Assign Permissions for Partner Enablement Users step, and click **Go to Permission Set** or **Go to Permission Set Group**.
        
        The permission set or permission set group opens in a new browser tab.
    2. Click **Add Assignments**.
    3. Search for the user that you want to add, and click **Assign**.
    4. Close the browser tab, and return to Enablement Settings or Partner Enablement Settings.

#### See Also

- [Considerations for Setting Up Enablement](https://help.salesforce.com/s/articleView?id=sales.enablement_setup_considerations.htm&release=264.0.0&type=5 "If you’re a Salesforce admin, review considerations about Enablement before setting up the product for your users.")
- [Enablement Lite Considerations and Limitations](https://help.salesforce.com/s/articleView?id=sales.enablement_lite_limits.htm&release=264.0.0&type=5 "Enablement Lite applies limits on programs and users and doesn’t include some related features like you get with full Enablement. Upgrading from Enablement Lite to full Enablement affects the permissions you assign and the analytics that your team is using to track program progress. After your full Enablement license expires, you won't be able to switch back to Enablement Lite.")
- [Set Up Einstein Conversation Insights for Enablement](https://help.salesforce.com/s/articleView?id=sales.enablement_setup_eci.htm&release=264.0.0&type=5 "In full Enablement programs, you can add conversation-based outcomes and milestones. To get started, set up Einstein Conversation Insights (ECI) for use with Enablement. The full Enablement add-on license includes ECI. If your Enablement team wants to influence users to say key phrases during their calls, set up and define custom ECI Call Insights. Setting up ECI is also a prerequisite for using Einstein Coach in Enablement programs to generate feedback for reps’ sales pitches.")
- [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.")
- [Assign a Contributor Role in the Enablement Workspace](https://help.salesforce.com/s/articleView?id=sales.enablement_content_contributor.htm&release=264.0.0&type=5 "To manage content for exercises in Enablement programs, assign the Content Manager contributor role in the Enablement workspace in the Digital Experiences app.")
- [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US)