Configure Access to Program Management Module

Assign PMM permission sets, create sharing rules, and provide users access to reports and dashboards.

  • Permission Sets
    Assign Program Management Module permission sets to give users the right level of access and keep your data secure.
  • Create Sharing Rules
    Some organizations use a model where program managers share ownership of programs. Create sharing rules to let different program managers edit a client's program-related data.
  • Grant Users Access to Reports and Dashboards
    As a Salesforce system admin ensure that your users can see Program Management Module reports and dashboards, update the Program Management Standard User profile to provide access to shared public folders.