---
schema_version: "1"
id: 48701ef7d20f44c465b7c0b1f12dde7579a9e7a2618c7f0de2b7f6e767dd155e
title: Post-Installation Required Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_post_install_req_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_post_install_req_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2625d52f3541eb0052d2cfb3d48531983e8cabf3247af1ddae38f231c7043533
description: Grant access to Case Management managed package users and assign page layouts.
products:
  - Nonprofit
release: "264"
---
# Post-Installation Required Tasks

Grant access to Case Management managed package users and assign page layouts.

- **[Grant Access to Users](https://help.salesforce.com/s/articleView?id=sfdo.cm_post_install_req_tasks.htm&release=264.0.0&type=5)**  
    Now that you've installed Nonprofit Cloud Case Management, it's time to give users access. A
- **[Assign Case Management Page Layouts to Profiles](https://help.salesforce.com/s/articleView?id=sfdo.cm_post_install_req_tasks.htm&release=264.0.0&type=5)**  
    Update page layout assignments for all profiles assigned to your Case Management Users. These page layouts give your users access to our custom Case Management pages.

## Grant Access to Users

Now that you've installed Nonprofit Cloud Case Management, it's time to give users access. A

### Assign the Case Management Permission Set

In order to use Nonprofit Cloud Case Management, users need the **Case Management Permission** permission set.

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/resources-product/images/setup.png), then click **Setup**.
2. In the Quick Find box, type Permission Sets, then click **Permission Sets**.
3. Select **Case Management Permission**.
4. Click **Manage Assignments**, then **Add Assignments**.
5. Select the appropriate users and click **Assign**.

### Assign a Functional Case Management Permission Set

Now that users have access to Case Management, assign other permission sets to determine what they can do in Case Management. The available permission sets are:

- Case Management: Manage - Assign to Salesforce Admin and Program Manager.
- Case Management: Deliver - Assign to Case Manager.
- Case Management: View - Assign to anyone who needs view-only access.

For detailed information on these permission sets, see [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.").

## Assign Case Management Page Layouts to Profiles

Update page layout assignments for all profiles assigned to your Case Management Users. These page layouts give your users access to our custom Case Management pages.

- Account: Branch page layout
- Contact: Case Management page layout
- Case: Incident layout

See [Update Page Layout Assignments](https://help.salesforce.com/s/articleview?id=sfdo.sfdo_edit_page_layouts.htm) for instructions on assigning page layouts.