---
schema_version: "1"
id: e9fb2334489ec9640b7162ad355fcffca1f6f0e02b2249260d8bce84736d7604
title: Use Permission Sets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_use_permissionsets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_use_permissionsets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d4975fbf312a2a1d476bd2d2db7bfec477c7a2991b89ff6702c610930ce6dcfe
description: Review the available permission sets in Grants Management and create permission sets for due diligence and budget management.
products:
  - Nonprofit
release: "264"
---
# Use Permission Sets

Review the available permission sets in Grants Management and create permission sets for due diligence and budget management.

- **[Grants Management Permission Sets](https://help.salesforce.com/s/articleView?id=sfdo.gm_use_permissionsets.htm&release=264.0.0&type=5)**  
    Assign users to the Grants Management permission sets to quickly provide access.
- **[Create a Due Diligence Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_use_permissionsets.htm&release=264.0.0&type=5)**  
    Configure object and field-level permissions for a due diligence permission set.
- **[Create a Budget Management Permission Set](https://help.salesforce.com/s/articleView?id=sfdo.gm_use_permissionsets.htm&release=264.0.0&type=5)**  
    Set up a budget management permission set and update it to match your nonprofit organization’s needs.

## Grants Management Permission Sets

Assign users to the Grants Management permission sets to quickly provide access.

Grants Management has several permission sets that give access to features important to the grantmaking process.

You can't change managed permission sets. If you need to give grantmakers additional access, we recommend creating a new permission set for those same users and adding the permissions the users need. Then, add the managed permission set and your custom permission set to a permission set group to assign to your users. Learn more about [Permission Set Groups](https://help.salesforce.com/s/articleview?id=platform.perm_set_groups.htm&type=5) in the Salesforce Help.

For more information about what's in these permission sets, see [Grants Management Permissions Reference](https://help.salesforce.com/s/articleView?id=sfdo.gm_permissions_reference.htm&release=264.0.0&type=5 "Find details about the Grants Management permission sets including object, field, Apex class, and Visualforce page access.").

<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="d17178e117">Permission Set</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17178e120">Description</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d17178e123">Assign To</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e117 ">ActionPlans</td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e120 ">Gives access to use Action Plans. </td>

              <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e123 ">Salesforce admins and grantmakers who create Action Plans. </td>

            </tr>
            <tr class="">
              <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e117 ">Document Checklist</td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e120 ">Gives access to use Document Checklist Items.</td>

              <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e123 ">Salesforce admins and grantmakers who create Document Checklist Items on Action Plans.</td>

            </tr>
            <tr class="">
              <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e117 ">Grants Management Base Access</td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e120 ">Gives basic access to Apex classes that are required to use Grants Management.</td>

              <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e123 ">Internal users who use Grants Management.</td>

            </tr>
            <tr class="">
              <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e117 ">Grants Management: Review Workspace - Configure Workspace</td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e120 ">Lets users to Read, Create, and Edit Reviews and the Review Workspace.</td>

              <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e123 ">Salesforce admins and grantmakers who create Reviews and configure Review Workspaces.</td>

            </tr>
            <tr class="">
              <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e117 ">Grants Management: Review Workspace - Evaluate Funding Request</td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e120 ">Lets users to Read and Edit Reviews.</td>

              <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e123 ">Salesforce admins and grantmakers who review Funding Requests.</td>

            </tr>
            <tr class="">
              <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e117 ">Invitation Wizard</td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e120 ">
                <p>Gives access to use the Invitation Wizard functionality, which lets grantmakers invite grantseekers to apply for funding. </p>
                <div class="slds-box slds-box_x-small slds-theme_shade slds-m-top_medium slds-m-bottom_medium">
                  <div class="slds-media slds-media_responsive">
                    <div class="slds-media__figure"><span class="slds-icon_container slds-icon_container_circle slds-icon-note-note"><img style="margin-bottom:0;" src="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" alt="Note"></span></div>
                    <div class="slds-media__body" style="padding-top:.5rem;padding-bottom:.5rem;"><span class="slds-text-title_caps">Note</span>
                      <p>If a user other than a Salesforce admin uses the Invitation Wizard, these additional permissions are required:</p>
                      <ul>
                        <li>
                          <p>Object and field-level access to Contact, Funding Request, and User objects.</p>
                        </li>
                        <li>
                          <p>Organization-wide default internal sharing for the User object set to at least Public Read Only.</p>
                        </li>
                        <li>
                          <p>Transfer Record system permission.</p>
                        </li>
                        <li>
                          <p>Manage Users system permission.</p>
                        </li>
                      </ul>
                    </div>
                  </div>
                </div>
              </td>

              <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e123 ">Internal users, including grantmakers, who invite external users to apply for funding.</td>

            </tr>
            <tr class="">
              <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e117 ">Manage Grants</td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e120 ">Gives access to Grants Management and is required to use Grants Management.</td>

              <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e123 ">Internal users who use Grants Management.</td>

            </tr>
            <tr class="">
              <td data-label="Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e117 ">Verification - Manage</td>

              <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e120 ">Gives access to use Verification Checks on Document Checklist Items in an Action Plan.</td>

              <td data-label="Assign To" class="slds-cell-wrap" style="vertical-align:top;" headers="d17178e123 ">Salesforce admins and grantmakers who create Verification Checks.</td>

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

1. Click ![Setup icon](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 permission set that you want to assign.
4. Click **Manage Assignments**.
5. Click **Add Assignments**.
6. Select the users to assign to this permission set. These should be users that are performing internal tasks in Grants Management.
7. Click **Assign**.
8. Click **Done**.

## Create a Due Diligence Permission Set

Configure object and field-level permissions for a due diligence permission set.

1. From ![Setup gear icon](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), search for and then select **Permission Sets**.
2. Click **New**.
3. Enter a Label. For example, Due Diligence.
4. Press tab to autofill the API Name.
5. Leave None as License.
6. Click **Save**.

### Configure Object and Field-Level Permissions

1. Click **Object Settings**.
2. Click the object you want to configure.
3. Click **Edit**.
4. Specify the minimum Object Permissions and Field Permissions shown in the tables.
5. Save your changes.
6. Navigate back to Permission Set Overview.

### Action Plan Permissions

Object Permissions

 
| Permission Name | Enabled |
| --- | --- |
| Read | √ |
| Create | √ |
| Edit | √ |
| Delete |   |

Field Permissions

   
| Field Label | Field Name | Read Access | Edit Access |
| --- | --- | --- | --- |
| Status | ActionPlanState | √ | √ |

### Action Plan Template Permissions

Object Permissions

 
| Permission Name | Enabled |
| --- | --- |
| Read | √ |
| Create | √ |
| Edit | √ |
| Delete |   |

### Document Checklist Item Permissions

Object Permissions

 
| Permission Name | Enabled |
| --- | --- |
| Read | √ |
| Create | √ |
| Edit | √ |
| Delete |   |

Field Permissions

   
| Field Label | Field Name | Read Access | Edit Access |
| --- | --- | --- | --- |
| Accepted | IsAccepted | √ | √ |
| Frozen | IsFrozen | √ | √ |
| Instructions | Instructions | √ | √ |
| Required | IsRequired | √ | √ |
| Uploaded By | UploadedById | √ | √ |

### Verification Check Permissions

Object Permissions

 
| Permission Name | Enabled |
| --- | --- |
| Read | √ |
| Edit | √ |
| Create | √ |
| Delete |   |

Field Permissions

   
| Field Label | Field Name | Read Access | Edit Access |
| --- | --- | --- | --- |
| Comments | Comments\_\_c | √ | √ |
| Date Verified | DateVerified\_\_c | √ | √ |
| Document Checklist Item | DocumentChecklistItem\_\_c | √ | √ |
| Status | Status\_\_c | √ | √ |

## Create a Budget Management Permission Set

Set up a budget management permission set and update it to match your nonprofit organization’s needs.

1. From ![Setup gear icon](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), search for and select **Permission Sets**.
2. Click **Clone** next to Budget Management.
3. Enter a Label. For example, Budget Management for Grants.
4. Update the API Name.
5. Save the cloned permission set.
6. Click your cloned permission set.
7. Click **Object Settings** to configure object visibility and field-level permissions for the Budget Allocations object:
    
    1. Click Budget Allocations.
    2. Click **Edit**.
    3. Select **Available** and **Visible** for Tab Settings.
    4. Give **Read** or **Edit** access to fields.
    5. Save your changes.
8. Configure visibility and permissions for the Budgets object.
9. Return to the Permission Set Overview.
10. Assign the permission set to users.