---
schema_version: "1"
id: 08db35839094c90770beaac4b0f4f54a8e5783161369b0005e66fa3e3074c923
title: Grants Management Permissions Reference
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_permissions_reference.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d57a38eda484ed8e01da7b30d53fef7843eff829e19261434ca9ee343a3209f
description: Find details about the Grants Management permission sets including object, field, Apex class, and Visualforce page access.
products:
  - Nonprofit
release: "264"
---
# Grants Management Permissions Reference

Find details about the Grants Management permission sets including object, field, Apex class, and Visualforce page access.

We provide managed permission sets in Grants Management so that you can give your grantmaking team the access they need with a few clicks. Learn assigning these permission sets 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.").

- **[ActionPlans Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5)**  
    Access details on what's included in the ActionPlans permission set.
- **[Document Checklist Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5)**  
    Access details on what's included in the Document Checklist permission set.
- **[Grants Management Base Access Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5)**  
    Access details on what's included in the Grants Management Base Access permission set.
- **[Grants Management: Review Workspace - Configure Workspace Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5)**  
    Access details on what's included in the Grants Management: Review Workspace - Configure Workspace permission set.
- **[Grants Management: Review Workspace - Evaluate Funding Request Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5)**  
    Access details on what's included in the Grants Management: Review Workspace - Evaluate Funding Request permission set.
- **[Invitation Wizard Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5)**  
    Access details on what's included in the Invitation Wizard permission set.
- **[Manage Grants Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5)**  
    Access details on what's included in the Manage Grants permission set.
- **[Verification - Manage Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5)**  
    Access details on what's included in the Verification - Manage permission set.

## ActionPlans Permission Set

Access details on what's included in the ActionPlans permission set.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Permission in the Quick Find Box, then select **Permission Sets**.
3. Click the name of the permission set.
4. Click **Object Settings** to explore object and field access. Look for objects with at least Read access to identify the ones included in the permission set.
5. Click **System Permissions**.

## Document Checklist Permission Set

Access details on what's included in the Document Checklist permission set.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Permission in the Quick Find Box, then select **Permission Sets**.
3. Click the name of the permission set.
4. Click **System Permissions**.

## Grants Management Base Access Permission Set

Access details on what's included in the Grants Management Base Access permission set.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Permission in the Quick Find Box, then select **Permission Sets**.
3. Click the name of the permission set.
4. Click **Apex Class Access**.

## Grants Management: Review Workspace - Configure Workspace Permission Set

Access details on what's included in the Grants Management: Review Workspace - Configure Workspace permission set.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Permission in the Quick Find Box, then select **Permission Sets**.
3. Click the name of the permission set.
4. Click **Object Settings** to explore object and field access. Look for objects with at least Read access to identify the ones included in the permission set.
5. Click **Apex Class Access**.
6. Click **Custom Permission**.

## Grants Management: Review Workspace - Evaluate Funding Request Permission Set

Access details on what's included in the Grants Management: Review Workspace - Evaluate Funding Request permission set.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Permission in the Quick Find Box, then select **Permission Sets**.
3. Click the name of the permission set.
4. Click **Object Settings** to explore object and field access. Look for objects with at least Read access to identify the ones included in the permission set.
5. Click **Apex Class Access**.

## Invitation Wizard Permission Set

Access details on what's included in the Invitation Wizard permission set.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Permission in the Quick Find Box, then select **Permission Sets**.
3. Click the name of the permission set.
4. Click **Apex Class Access**.

## Manage Grants Permission Set

Access details on what's included in the Manage Grants permission set.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Permission in the Quick Find Box, then select **Permission Sets**.
3. Click the name of the permission set.
4. Click **Custom Permissions**.

## Verification - Manage Permission Set

Access details on what's included in the Verification - Manage permission set.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Permission in the Quick Find Box, then select **Permission Sets**.
3. Click the name of the permission set.
4. Click **Assigned Apps**.
5. Click **Object Settings** to explore object and field access. Look for objects with at least Read access to identify the ones included in the permission set.
6. Click **Apex Class Access.**