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Outbound Funds Module Managed Package
Allow Fundseekers to Submit Applications

Allow Fundseekers to Submit Applications

Configure sharing settings so that fundseekers can submit applications.

  • Give Access to Submit Applications
    To submit an application, fundseekers need Read access to their User record in order to transfer ownership from the site user to a default internal user. This allows fundseekers to view their submitted application.

Give Access to Submit Applications

To submit an application, fundseekers need Read access to their User record in order to transfer ownership from the site user to a default internal user. This allows fundseekers to view their submitted application.

Note
Note Every org is unique, and giving Public Read Only access on the User object’s default external access may expose fields and data you otherwise would not want visible to site users. We recommend testing in a Sandbox org first.
  1. Click Setup, then click Setup.

  2. Enter Sharing in the Quick Find Box, then click Sharing Settings.

  3. Click Edit.

  4. Select Public Read Only as the Default External Access on the User object.

  5. Click Save.

 
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