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          Configure Guest User Permissions on the Reviewer Portal

          Configure Guest User Permissions on the Reviewer Portal

          Make sure your guest users, such as reviewers who do not have a login to your Reviewer Portal, and System Administrators have access they need to standard and custom objects and fields.

          Note
          Note Salesforce is retiring foundationConnect. As part of this product retirement, the ability to renew subscriptions to this product will end on January 31, 2025, and the product will be deactivated on January 31, 2026. Grantmaking is available as a new product option. Learn more in Grantmaking and contact your Account Executive with any questions.

          Make sure your guest users, such as reviewers who do not have a login to your Reviewer Portal, and System Administrators have access they need to standard and custom objects and fields.

          Configure the Reviewer Portal guest user object and field permissions by editing the guest user profile. Here's how to configure permissions using the enhanced profile user interface.

          1. Click Setup icon, then click Setup.

          2. Enter All Communities in the Quick Find Box, then click All Communities.

          3. Click the Workspaces link to your Reviewer Portal.

          4. Click Administration.

          5. Click Pages.

          6. Click Go to Force.com under Advanced Customizations. A new tab will automatically switch you to Salesforce Classic.

          7. Click Public Access Settings to open the Reviewer Portal Profile page.

          8. To configure an object's permissions, click Edit then scroll down to the object to specify the minimum object permissions.

          9. Click Save.

          10. To configure field-level security, scroll down to Field-Level Security and click View on the object you want to configure.

          11. Click Edit.

          12. Specify the minimum field-level security permissions, then click Save.

          Note
          Note These tables document the minimum object and field access recommended for core foundationConnect functionality to work on the Reviewer Portal. Without these permissions in place, your users may experience errors. If an object or field isn't listed — and many standard Salesforce items are not — it means that either:
          • foundationConnect doesn't have a dependency on it. Your organization can decide whether it wants to customize that setting, or
          • It's a default, out-of-the-box setting that can't be changed
          In addition to these permissions, any field added to a field set requires additional permissions.

          Account (Organization) Permissions

          Review the minimum required access for the Account (Organization) object in foundationConnect.

          Object Permissions

          Permission Name

          Enabled

          Read

          Create

          Edit

          Delete

          Field Permissions

          Field Label

          Field Name

          Read Access

          Edit Access

          EIN FGM_Base__EIN__c

          Community Configuration Permissions

          Review the minimum required access for the Community Configuration object in foundationConnect.

          Object Permissions

          Permission Name

          Enabled

          Read

          Create

          Edit

          Delete

          Field Permissions

          Field Label

          Field Name

          Read Access

          Edit Access

          JsonData FGM_Portal__JsonData__c  

          Contact Permissions

          Review the minimum required access for the Contact object in foundationConnect.

          Object Permissions

          Permission Name

          Enabled

          Read

          Create

          Edit

          Delete

          Field Permissions

          Field Label

          Field Name

          Read Access

          Edit Access

          Account (Organization) Name AccountId  
          Email Email  
          Username FGM_Portal__Username__c  

          CustomHTML Permissions

          Review the minimum required access for the CustomHTML object in foundationConnect.

          Object Permissions

          Permission Name

          Enabled

          Read

          Create

          Edit

          Delete

          Field Permissions

          Field Label

          Field Name

          Read Access

          Edit Access

          Description FGM_Portal__RichDescription__c  
          Language FGM_Portal__Language__c  

          Document Permissions

          Review the minimum required access for the Document object in foundationConnect.

          Object Permissions

          Permission Name

          Enabled

          Read

          Create

          Edit

          Delete

          Portal User Permissions

          Review the minimum required access for the Portal User object in foundationConnect.

          Object Permissions

          Permission Name

          Enabled

          Read

          Create

          Edit

          Delete

          Field Permissions

          Field Label

          Field Name

          Read Access

          Edit Access

          Account FGM_Portal__Account__c
          Active FGM_Portal__IsActive__c
          Approval Status FGM_Portal__Approval_Status__c
          City FGM_Portal__City__c
          Confirmation Code FGM_Portal__Confirmation_Code__c
          Confirmation Date FGM_Portal__Confirmation_Date__c
          Contact FGM_Portal__Contact__c
          Country FGM_Portal__Country__c
          Default Time Zone FGM_Portal__Default_Time_Zone__c
          Domain FGM_Portal__Domain__c
          EIN FGM_Portal__EIN__c

          Email

          FGM_Portal__Email__c

          First Name FGM_Portal__FirstName__c
          Is Created By Opportunity Team Member FGM_Portal__IsCreatedByOpportunityTeamMember__c
          Last Name FGM_Portal__LastName__c
          Organization Legal Name FGM_Portal__Organization_Legal_Name__c
          Portal Account FGM_Portal__Portal_Account__c
          Portal Language FGM_Portal__Portal_Language__c
          Profile Type FGM_Portal__ProfileType__c
          Return URL FGM_Portal__Return_URL__c
          State FGM_Portal__State__c
          User Profile FGM_Portal__User_Profile__c

          Task Permissions

          Review the minimum required access for the Task object in foundationConnect.

          Object Permissions

          Permission Name

          Enabled

          Read

          Create

          Edit

          Delete

          User Permissions

          Review the minimum required access for the User object in foundationConnect.

          Object Permissions

          Permission Name

          Enabled

          Read

          Create

          Edit

          Delete

          Field Permissions

          Field Label

          Field Name

          Read Access

          Edit Access

          Profile Type FGM_Portal__ProfileType__c
          Return URL FGM_Portal__Return_URL__c
          User Profile FGM_Portal__UserProfile__c
           
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