A public sector agency recently implemented public Sector solutions for the ….

In Salesforce Public Sector Solutions, permissions and access control are crucial for ensuring that users can perform their roles effectively. If a new inspector is unable to access Action Plans while other inspectors can, it is likely due to a missing permission set assignment. Specifically, the Action Plans Permission Set must be assigned to the inspector to grant access to the necessary features. Here’s how to check and assign the permission set:

Check User Permissions:

Go to Setup > Users > Users.

Find the new inspector’s user record and check their assigned permission sets.

Assign Action Plans Permission Set:

Navigate to Setup > Permission Sets.

Find and select the Action Plans Permission Set.

Click Manage Assignments and add the new inspector to this permission set.

By ensuring that the new inspector has the Action Plans Permission Set, you will grant them the required access to view and manage Action Plans, just like the other inspectors.