Action Plans Permission Sets for Admins and Grantmakers

Learn about the permission sets necessary to access Action Plans.

To use Action Plans, give admins and grantmakers access to them through these permission sets.

See Use Permission Sets to learn more about permission sets.

Permission Set	Access	Assign To
ActionPlans	Gives access to use Action Plans	Salesforce admins Grantmakers who create Action Plans
Document Checklist	Gives access to use Document Checklist Items	Salesforce admins Grantmakers who create Document Checklist Items on an Action Plan
Verification - Manage	Gives Create, Read, and Edit access on Verification Checks	Salesforce admins Grantmakers who create and edit Verification Checks

Permission Set

Access

Assign To

ActionPlans

Gives access to use Action Plans

Salesforce admins

Grantmakers who create Action Plans

Document Checklist

Gives access to use Document Checklist Items

Salesforce admins

Grantmakers who create Document Checklist Items on an Action Plan

Verification - Manage

Gives Create, Read, and Edit access on Verification Checks

Salesforce admins

Grantmakers who create and edit Verification Checks

Note Users can't apply Action Plan Templates created by another user when the org-wide sharing is set to Private. In Sharing Settings, update the default permissions for internal users to Public Read Only or create a sharing rule.

We also recommend creating a due diligence permission set and assigning it to users who will create Action Plan Templates, Action Plans, Tasks, Document Checklist Items, and Verification Checks. Learn more in Use Permission Sets.