Use Permission Sets

Grants Management Permission Sets

Assign users to the Grants Management permission sets to quickly provide access.

Grants Management has several permission sets that give access to features important to the grantmaking process.

You can't change managed permission sets. If you need to give grantmakers additional access, we recommend creating a new permission set for those same users and adding the permissions the users need. Then, add the managed permission set and your custom permission set to a permission set group to assign to your users. Learn more about Permission Set Groups in the Salesforce Help.

For more information about what's in these permission sets, see Grants Management Permissions Reference.

Permission Set	Description	Assign To
ActionPlans	Gives access to use Action Plans.	Salesforce admins and grantmakers who create Action Plans.
Document Checklist	Gives access to use Document Checklist Items.	Salesforce admins and grantmakers who create Document Checklist Items on Action Plans.
Grants Management Base Access	Gives basic access to Apex classes that are required to use Grants Management.	Internal users who use Grants Management.
Grants Management: Review Workspace - Configure Workspace	Lets users to Read, Create, and Edit Reviews and the Review Workspace.	Salesforce admins and grantmakers who create Reviews and configure Review Workspaces.
Grants Management: Review Workspace - Evaluate Funding Request	Lets users to Read and Edit Reviews.	Salesforce admins and grantmakers who review Funding Requests.
Invitation Wizard	Gives access to use the Invitation Wizard functionality, which lets grantmakers invite grantseekers to apply for funding. Note If a user other than a Salesforce admin uses the Invitation Wizard, these additional permissions are required: Object and field-level access to Contact, Funding Request, and User objects. Organization-wide default internal sharing for the User object set to at least Public Read Only. Transfer Record system permission. Manage Users system permission.	Internal users, including grantmakers, who invite external users to apply for funding.
Manage Grants	Gives access to Grants Management and is required to use Grants Management.	Internal users who use Grants Management.
Verification - Manage	Gives access to use Verification Checks on Document Checklist Items in an Action Plan.	Salesforce admins and grantmakers who create Verification Checks.

1. Click , then click Setup.

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

3. Click the permission set that you want to assign.

4. Click Manage Assignments.

5. Click Add Assignments.

6. Select the users to assign to this permission set. These should be users that are performing internal tasks in Grants Management.

7. Click Assign.

8. Click Done.

Create a Due Diligence Permission Set

Configure object and field-level permissions for a due diligence permission set.

1. From , search for and then select Permission Sets.

2. Click New.

3. Enter a Label. For example, Due Diligence.

4. Press tab to autofill the API Name.

5. Leave None as License.

6. Click Save.

Create a Budget Management Permission Set

Set up a budget management permission set and update it to match your nonprofit organization’s needs.

1. From , search for and select Permission Sets.

2. Click Clone next to Budget Management.

3. Enter a Label. For example, Budget Management for Grants.

4. Update the API Name.

5. Save the cloned permission set.

6. Click your cloned permission set.

7. Click Object Settings to configure object visibility and field-level permissions for the Budget Allocations object:

   1. Click Budget Allocations.

   2. Click Edit.

   3. Select Available and Visible for Tab Settings.

   4. Give Read or Edit access to fields.

   5. Save your changes.

8. Configure visibility and permissions for the Budgets object.

9. Return to the Permission Set Overview.

10. Assign the permission set to users.