---
schema_version: "1"
id: ee26c30331e523cef45371b8925da5b7aeca62dfea471d1bb2d837aea8d59c27
title: Enable the Channel Management Console and Assign Permissions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/salesforce_prm_setup_cmc.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_cmc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68e4019b89fdb8a0505ddc6f5beb88ceebb0bb0108070c06791f01a512cb2ff8
description: To give channel managers access to the Channel Management Console, Salesforce admins must enable the console, assign permissions, and share default components with channel managers, such as the Channel Management Overview Dashboard. Salesforce admins can customize the console some aspects of the console directly from PRM Setup, such as adding custom objects, adding the Leads to Review component, and setting Channel Management as the default app for channel managers. Salesforce admins can customize the console further from the App Builder by altering the Leads to Review component or creating other useful components and adding them to the console.
products:
  - Sales
  - Slack
  - Cross Cloud
release: "264"
---
# Enable the Channel Management Console and Assign Permissions

To give channel managers access to the Channel Management Console, Salesforce admins must enable the console, assign permissions, and share default components with channel managers, such as the Channel Management Overview Dashboard. Salesforce admins can customize the console some aspects of the console directly from PRM Setup, such as adding custom objects, adding the Leads to Review component, and setting Channel Management as the default app for channel managers. Salesforce admins can customize the console further from the App Builder by altering the Leads to Review component or creating other useful components and adding them to the console.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for channel managers in Lightning Experience in <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales or Service. You must have at least one <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;type=5&amp;language=en_US" target="_blank">PRM add-on license</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d6891e58">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6891e58 ">To set up the console: </td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6891e58 ">
              <p>Customize Application </p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>
          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, enter PRM, and then select **Channel Management**.
2. From the Manage Channels from a Console App section, turn on the Channel Management Console.
3. Add custom objects to the console that your channel managers use regularly to manage partners.
    1. From the Add Custom Objects step, click **Go to App Builder**.
    2. Click **Navigation Items** and add objects to the default list.
    3. Click **Save**.
4. [Add the Leads to Review component to the console home page](https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_cmc_leads_to_review.htm&release=264.0.0&type=5 "Add the Leads to Review component to the Channel Management Console so channel managers can review deals that partners register from their Experience Cloud sites.").
5. Set Channel Management as the default app for channel managers.
    
    1. Return to the Manage Channels from a Console App section on the Channel Management page from step 2.
    2. From the Set Channel Management as the Default App step, click **Go to Profiles**.
    3. Click **Edit** for the profile that you use for your channel managers.
    
    1. Under Custom App settings, find the Channel Management app and select **Default**.
6. [Share the Channel Management Overview Dashboard with channel managers](https://help.salesforce.com/s/articleView?id=slack.salesforce_prm_setup_share_analytics.htm&release=264.0.0&type=5 "Salesforce admins can help channel managers analyze partner performance and activity by giving them access to a collection of predesigned PRM reports and dashboards.").
7. Assign the channel manager permission set to channel managers.
    1. Return to the Manage Channels from a Console App section on the Channel Management page from step 2.
    2. From the Assign the Channel Manager Permission Set to Channel Managers step click **Go to Permissions**.
    3. Select the **Channel Manager** permission set and assign it to channel managers.

After completing setup for the Channel Management Console, channel managers can access the console by searching for Channel Management in the App Launcher. Or, if you set the console as the default app, the console is displayed when channel managers log in to Salesforce.