--- schema_version: "1" id: a219d141a4ad06bde7c76936fa29ec258b05885de59476cc537e711060864b82 title: Assign the Admissions Connect Permission Sets collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ac_security_permission_sets.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ac_security_permission_sets.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ea7e85101a57a31f9dbea99fd10f09f30072ecfaa5c9fe727a0c474dc3277853 description: Admissions Connect provides permission sets to help you manage access to objects, fields, and the app. Permission sets are additive—they only grant access, they can’t take it away. You can assign multiple permission sets as needed, and it doesn't matter what profile a user has. Keep in mind that Users can have only one profile, but they can have multiple permission sets. products: - Education release: "264" --- # Assign the Admissions Connect Permission Sets Admissions Connect provides permission sets to help you manage access to objects, fields, and the app. Permission sets are additive—they only grant access, they can’t take it away. You can assign multiple permission sets as needed, and it doesn't matter what profile a user has. Keep in mind that Users can have only one profile, but they can have multiple permission sets. - **[Learn About the Different Permission Sets](https://help.salesforce.com/s/articleView?id=sfdo.ac_security_permission_sets.htm&release=264.0.0&type=5)** To use Admissions Connect, each user must be granted these permission sets. - **[Assign a Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.ac_security_permission_sets.htm&release=264.0.0&type=5)** Assign the Admissions Connect - Access permission set first. This permission set assigns the Admissions Connect permission set license, which is required to assign the other Admissions Connect permission sets. - **[Permission Set Considerations](https://help.salesforce.com/s/articleView?id=sfdo.ac_security_permission_sets.htm&release=264.0.0&type=5)** Users with a Salesforce Platform license must also be assigned the Lightning Console permission set license to access Admissions Connect. ## Learn About the Different Permission Sets To use Admissions Connect, each user must be granted these permission sets.

Permission Set	Description	Required?	Package Considerations
ActionPlans	Provides access to the Action Plan functionality.	Required for all Users.	Managed
Document Checklist	Provides access to the Document Checklist functionality.	Required for all Users.	Managed
Admissions Connect - Access	Assigns the Admissions Connect permission set license.	Required for all Users.	Managed
Admissions Connect - Access Apex Classes for Applications	Provides access to the Apex classes needed to verify and review applications.	Required for all admissions staff and external reviewers. Applicants don't need this permission set because Apex class access is provided in the Admissions Connect - Submit Applications permission set.	Managed
Admissions Connect - Set Up and Manage	Allows directors, strategic leaders, or IT admins to set up and configure application requirements.	Only one of these role-based permission sets is required. You can also assign multiple role-based permission sets, if needed.	Unmanaged
Admissions Connect - Review Applications for Internal Users	Allows internal Users to review applications.
Admissions Connect - Review Applications for External Users	Allows external reviewers, such as alumni, to review applications in a portal.
Admissions Connect - Verify Applications	Allows Users to verify applications.
Admissions Connect - Recruit Applicants	Allows Users to recruit applicants.
Admissions Connect - Submit Applications	Allow applicants to view their applications in a portal.
Admissions Connect - Access Apex Classes for Document Verification	Provides access to the Apex classes needed to verify application documents.	Optionally assign this permission set to Users who verify application documents.	Managed

## Assign a Permission Set Assign the Admissions Connect - Access permission set first. This permission set assigns the Admissions Connect permission set license, which is required to assign the other Admissions Connect permission sets. 1. From Setup, search for and then select **Permission Sets**. 2. Select the permission set that you want to assign to Users. 3. Click **Manage Assignments**, then **Add Assignments**. 4. Select the checkboxes next to the appropriate Users, and click **Assign**. ## Permission Set Considerations Users with a Salesforce Platform license must also be assigned the Lightning Console permission set license to access Admissions Connect. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-admissions_connect-264-0-0-production-enus/00d22f0a-1ca4-4493-a967-a738a2defcb1/images/icon_important.png) Important Some of the Admissions Connect permission sets are managed, others are not. You receive updates to the managed permission sets automatically when the package is updated in your org. However, unmanaged Admissions Connect permission sets aren't updated automatically. You can clone the unmanaged permission sets, use them as-is, or customize them for your institution. Then use the information in [Admissions Connect Permission Set Details](https://help.salesforce.com/s/articleView?id=sfdo.ac_permset_ref.htm&release=264.0.0&type=5 "Review the permission sets that are required for each role in your institution.") to keep them up-to-date. Also note that managed permission sets can't be deleted, unless we delete them from the package first. You can't give Users with a Salesforce Platform license access to the Document Checklist Item object. These Users can see documents in the Admissions Connect components, but can't access the Document Checklist Item record detail pages. For details about which Admissions Connect permission sets include object permission for Document Checklist Items, see [Admissions Connect Permission Set Details](https://help.salesforce.com/s/articleView?id=sfdo.ac_permset_ref.htm&release=264.0.0&type=5 "Review the permission sets that are required for each role in your institution."). If your admissions staff are using Salesforce licenses instead, consider updating your permission sets to include Read access to the Document Checklist Item object. In order for Users to see data in the Admissions Connect components, give them the necessary permissions to all the fields and objects used to show data. For example, to show data from an applicant's Education History records, give your staff Read permission on the Education History object and on the fields in the field set specified by the matching Application Material Type record. Likewise, to show that same data to applicants in a portal, they also need Read (and potentially Edit) permission on the Education History object and fields, too. We recommend that only the Admissions Connect administrator or administrative staff have Edit access to these fields: - Application JSON field on Applications—This field might contain PII (personally identifiable information). - Due Date on Application Reviews—This field is typically defined by administrative staff only.