---
schema_version: "1"
id: de2612f4bb366464806dec83cd04d715584b7b1d4f3b80c42115fb9aa83d7b4b
title: Action Plans Permission Sets for Admins and Grantmakers
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_give_users_access_action_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_give_users_access_action_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4d3b8d880e33505b0ba5a20812d09690c9bb64c67ca53562173b4b4962088cb0
description: Learn about the permission sets necessary to access Action Plans.
products:
  - Nonprofit
release: "264"
---
# 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](https://help.salesforce.com/s/articleView?id=sfdo.gm_use_permissionsets.htm&release=264.0.0&type=5 "Review the available permission sets in Grants Management and create permission sets for due diligence and budget management.") to learn more about permission sets.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17102e55">Permission Set</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17102e58">Access</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17102e61">Assign To</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e55 ">ActionPlans</td>

            <td data-label="Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e58 "> Gives access to use Action Plans</td>

            <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e61 ">
              <p>Salesforce admins</p>
              <p style="margin-bottom:0;">Grantmakers who create Action Plans</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e55 ">Document Checklist</td>

            <td data-label="Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e58 ">Gives access to use Document Checklist Items</td>

            <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e61 ">
              <p>Salesforce admins</p>
              <p style="margin-bottom:0;">Grantmakers who create Document Checklist Items on an Action Plan</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e55 ">Verification - Manage</td>

            <td data-label="Access" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e58 ">Gives Create, Read, and Edit access on Verification Checks</td>

            <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17102e61 ">
              <p>Salesforce admins</p>
              <p style="margin-bottom:0;">Grantmakers who create and edit Verification Checks</p>
            </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=sfdo.gm_use_permissionsets.htm&release=264.0.0&type=5 "Review the available permission sets in Grants Management and create permission sets for due diligence and budget management.").