---
schema_version: "1"
id: 4fa9444545f372e6cc5ce6a51d96ec49e817f36d6c23b74c93de4275937e227a
title: Give Partners Access to Manage Joint Business Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_give_partners_access_manage_joint_business_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_give_partners_access_manage_joint_business_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e7e1de798545febfeeec0ebff0b23ed92f33f4af86374d9eac354ba19f563572
description: Configure access so that partner users can create, edit, and delete plans, objectives, and measures.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Give Partners Access to Manage Joint Business Plans

Configure access so that partner users can create, edit, and delete plans, objectives, and measures.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d1412e72">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1412e72 ">To clone and configure permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1412e72 ">Manage Profiles and Permission Sets</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1412e72 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1412e72 ">Assign Permission Sets</td>

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The standard Account Plans With Partners permission set provides read-only access. Clone and configure it to give partner users additional access.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-partner_cloud-264-0-0-production-enus/cd9c08c3-2648-4867-ab9d-a0251a8a86a5/images/icon_tip.png)

Tip You can also use the standard PartnerUser permission set group.

1. From **Setup**, in the **Quick Find** box, enter Permission Sets, and then select **Permission Sets**.
2. Select **Account Plans With Partners**.
3. Click **Clone**.
4. Enter a label and API name for the custom permission set, and save your changes.
5. In the cloned permission set, select **Object Settings**.
6. Grant the required create, read, edit, and delete access for joint business plans, account plans, objectives, and measures.
7. Click **Save**.
8. Select **Manage Assignments**, and then select **Add Assignments**.
9. Select the partner users who manage joint business plans and account plans, and then select **Assign**.
10. Confirm that the assigned partner users can create and delete joint business plans and account plans.

Joint Business Plan list views show opportunities for the partner account based on the shared entity. Channel managers can create objectives from calculation definitions and view the default records.