---
schema_version: "1"
id: c7da01a5183e1e865b654b58c3ab11867c1452d8f4581d9a697bf8b9afa562b3
title: Set Up Security
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_config_access.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_config_access.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 58147d3bd347876b71dba8716b10f5b4870e7bec04ce2aea0593e932db851d49
description: Learn about security and permissions in Salesforce and the permission sets included in the Case Management managed package.
products:
  - Nonprofit
release: "264"
---
# Set Up Security

Learn about security and permissions in Salesforce and the permission sets included in the Case Management managed package.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png)

Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in [Nonprofit Cloud](https://help.salesforce.com/s/articleview?id=sfdo.nonprofit_cloud.htm). If you're not sure which version your organization uses, check with your Salesforce admin.

- **[Permission Sets](https://help.salesforce.com/s/articleView?id=sfdo.cm_per_sets.htm&release=264.0.0&type=5)**  
    Extend user access to the nonprofit Case Management managed package features by using permission sets.
- **[Create Sharing Rules](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_sharing_rules.htm&release=264.0.0&type=5)**  
    Some organizations use a model where case managers share ownership of the client relationship. In this model, a variety of case managers deliver services to a client during the service period. Create sharing rules to let different case managers edit a client's case-related data.