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            Grants Management Permissions Reference

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            Grants Management Permissions Reference

            Find details about the Grants Management permission sets including object, field, Apex class, and Visualforce page access.

            We provide managed permission sets in Grants Management so that you can give your grantmaking team the access they need with a few clicks. Learn assigning these permission sets in Use Permission Sets.

            ActionPlans Permission Set

            Access details on what's included in the ActionPlans permission set.

            1. Click Setup, then click Setup.

            2. Enter Permission in the Quick Find Box, then select Permission Sets.

            3. Click the name of the permission set.

            4. Click Object Settings to explore object and field access. Look for objects with at least Read access to identify the ones included in the permission set.

            5. Click System Permissions.

            Document Checklist Permission Set

            Access details on what's included in the Document Checklist permission set.

            1. Click Setup, then click Setup.

            2. Enter Permission in the Quick Find Box, then select Permission Sets.

            3. Click the name of the permission set.

            4. Click System Permissions.

            Grants Management Base Access Permission Set

            Access details on what's included in the Grants Management Base Access permission set.

            1. Click Setup, then click Setup.

            2. Enter Permission in the Quick Find Box, then select Permission Sets.

            3. Click the name of the permission set.

            4. Click Apex Class Access.

            Grants Management: Review Workspace - Configure Workspace Permission Set

            Access details on what's included in the Grants Management: Review Workspace - Configure Workspace permission set.

            1. Click Setup, then click Setup.

            2. Enter Permission in the Quick Find Box, then select Permission Sets.

            3. Click the name of the permission set.

            4. Click Object Settings to explore object and field access. Look for objects with at least Read access to identify the ones included in the permission set.

            5. Click Apex Class Access.

            6. Click Custom Permission.

            Grants Management: Review Workspace - Evaluate Funding Request Permission Set

            Access details on what's included in the Grants Management: Review Workspace - Evaluate Funding Request permission set.

            1. Click Setup, then click Setup.

            2. Enter Permission in the Quick Find Box, then select Permission Sets.

            3. Click the name of the permission set.

            4. Click Object Settings to explore object and field access. Look for objects with at least Read access to identify the ones included in the permission set.

            5. Click Apex Class Access.

            Invitation Wizard Permission Set

            Access details on what's included in the Invitation Wizard permission set.

            1. Click Setup, then click Setup.

            2. Enter Permission in the Quick Find Box, then select Permission Sets.

            3. Click the name of the permission set.

            4. Click Apex Class Access.

            Manage Grants Permission Set

            Access details on what's included in the Manage Grants permission set.

            1. Click Setup, then click Setup.

            2. Enter Permission in the Quick Find Box, then select Permission Sets.

            3. Click the name of the permission set.

            4. Click Custom Permissions.

            Verification - Manage Permission Set

            Access details on what's included in the Verification - Manage permission set.

            1. Click Setup, then click Setup.

            2. Enter Permission in the Quick Find Box, then select Permission Sets.

            3. Click the name of the permission set.

            4. Click Assigned Apps.

            5. Click Object Settings to explore object and field access. Look for objects with at least Read access to identify the ones included in the permission set.

            6. Click Apex Class Access.

             
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