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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.
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.
-
Click
, then click Setup. -
Enter All Communities in the Quick Find Box, then click All Communities.
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Click the Workspaces link to your Reviewer Portal.
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Click Administration.
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Click Pages.
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Click Go to Force.com under Advanced Customizations. A new tab will automatically switch you to Salesforce Classic.
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Click Public Access Settings to open the Reviewer Portal Profile page.
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To configure an object's permissions, click Edit then scroll down to the object to specify the minimum object permissions.
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Click Save.
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To configure field-level security, scroll down to Field-Level Security and click View on the object you want to configure.
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Click Edit.
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Specify the minimum field-level security permissions, then click Save.
- 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
- Account (Organization) Permissions
Review the minimum required access for the Account (Organization) object in foundationConnect. - Community Configuration Permissions
Review the minimum required access for the Community Configuration object in foundationConnect. - Contact Permissions
Review the minimum required access for the Contact object in foundationConnect. - CustomHTML Permissions
Review the minimum required access for the CustomHTML object in foundationConnect. - Document Permissions
Review the minimum required access for the Document object in foundationConnect. - Portal User Permissions
Review the minimum required access for the Portal User object in foundationConnect. - Task Permissions
Review the minimum required access for the Task object in foundationConnect. - User Permissions
Review the minimum required access for the User object in foundationConnect.
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 | √ | |
| √ | |||
| 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 | √ | √ |
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 | √ | √ |

