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            Create a Permission Set for Action Plan Access on Experience Cloud Sites

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            Create a Permission Set for Action Plan Access on Experience Cloud Sites

            Create a permission set with the action plans feature enabled and assign it the Experience Cloud site users.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create and assign permission sets:

            View Setup and Configuration

            AND

            Assign Permission Sets

            The permission set license that provides site users access to action plans differs for each Salesforce Industries product. If you're unsure which permission set license is required for your site users, consult your Salesforce account executive.

            To create and assign a permission set that includes access to the action plans feature:

            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Click New.
            3. Enter a label and then press Tab to populate the API name.
            4. For License, select a permission set license that includes action plans access.
              For example, For Financial Services Cloud, select Financial Services Community Extension. For Public Sector Solutions, select Licensing and Permitting Management For Communities or Benefit Assistance For Communities, depending on your use case.
            5. Save your work.
            6. Click System Permissions, and then click Edit.
            7. Enable permissions for action plans and for document checklist items.
              For example, in the cloned permission set based on the Licensing and Permitting Management For Communities permission set license, enable Permission to access the Action Plans feature.
            8. Save your changes.
            9. Assign the newly-created permission set to site users.
              1. Click Manage Assignments, and then click Add Assignments.
              2. Select the users you want to assign the permission set to, and click Next.
              3. Click Assign, and then click Done.
              When you assign a permission set to a user, the relevant permission set license is automatically assigned to them.

            See Also

             
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