---
schema_version: "1"
id: 55c230da4444c4bd5d4ee5002108d58132dbba3bd78d9a7becf3413ae4bc81be
title: Set Up Channel Manager Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/pc_setup_channel_manager_experience.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.pc_setup_channel_manager_experience.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d202afbbb66b5701951e2e79673044a42c6a35fc9c28a2697d52a9a67ccd128e
description: Configure roles, sharing settings, and permissions so your channel managers can manage partner accounts and opportunities. Complete this setup after Partner Cloud Initial Setup runs its five automated steps.
products:
  - Partner Cloud
  - Cross Cloud
release: "264"
---
# Set Up Channel Manager Experience

Configure roles, sharing settings, and permissions so your channel managers can manage partner accounts and opportunities. Complete this setup after Partner Cloud Initial Setup runs its five automated steps.

### 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></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%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d4738e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4738e52 ">Enable and configure feature; assign permissions.</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4738e52 ">Salesforce admin</td>

          </tr>
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      </table>

1. From the gear menu, select **Salesforce Go**, and then search for Partner Cloud Initial Setup on the Salesforce Go Home page.
2. To create a role for your channel managers, click **Go to Setup** in the Create a Role for Channel Managers section.
3. Click **Set Up Roles**.
4. Click **Add Role**.
5. Enter a label and name for the role and click **Save**.
6. To assign users for your channel managers, click **Go to Setup** in the ‘Assign the Role to Channel manager Users’ section.
7. Click **Assign Users to Role** and select the user you want to assign the roles. For more information, see [Assign Users to Roles](https://help.salesforce.com/s/articleView?id=platform.assigning_users_to_roles.htm&type=5&language=en_US) in Help.
8. Choose how you want your role hierarchy defined.
    
    If your channel manager already has a role, check the box to mark this step as complete.
9. Click **Save**.
10. Navigate back to the Salesforce Go page and confirm that both the **Create a Role for Channel Managers** and **Assign the Role to Channel Manager Users** tasks are complete.

After the channel manager experience is set up, configure the partner site to give your partners access. See [Set Up Partner Experience](https://help.salesforce.com/s/articleView?id=xcloud.pc_setup_partner_experience.htm&release=264.0.0&type=5 "Configure your Salesforce partner ecosystem by reviewing org-wide sharing settings, building and publishing your site, and granting user profile access before activating the site for your channel managers.") for more details.

Enabling a partner account and creating partner users happens outside Partner Cloud Initial Setup — your channel managers do this from an Account record (enable the account as a partner account) and from a Contact record (click Enable Partner User). New partner users get a welcome email to set their password and log in.