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Configure Community User Permissions on the Grantee Portal When Using Amendments

Make sure your grantseekers, grantees, and System Administrators have access they need to standard and custom objects and fields supporting the Amendments feature.

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.

Configure the Grantee Portal community user object and field permissions if you are using Benchmarks by editing the community user profile. Here's how to configure these permissions.

  1. Click Setup icon then Setup.

  2. Enter Profiles in the Quick Find Box, then click Profiles.

  3. Click the Profile Name of the Grantee Portal community user. For example, click fC Partner Community User .

  4. Click Edit.

  5. To configure an object's permissions, scroll down to the object and specify the minimum object permissions then click Save.

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

  7. Click Edit.

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

Note
Note This table documents the minimum object and field access recommended for Amendments in foundationConnect. Without these permissions in place, your users may experience errors. If you have additional fields added in a field set, those fields will need permissions as well. Make sure to review Configure Community User Permissions on the Grantee Portal for additional permission recommendations.

Amendment Permissions

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

Note
Note Access to the Amendment object and its fields are required only if you are using Amendments.

Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

√

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access
Account FGM_Portal__Account__c √ √
Billing/Mailing Country FGM_Portal__Billing_Mailing_Country__c √ √
Billing/Mailing State FGM_Portal__Billing_Mailing_State__c √ √
Contact FGM_Portal__Contact__c √ √
Contact Email FGM_Portal__Contact_Email__c √ √
Current Award Amount FGM_Portal__Current_Award_Amount__c √  
Current Grant End Date FGM_Portal__Current_Grant_End_Date__c √  
Current Grant Start Date FGM_Portal__Current_Grant_Start_Date__c √  
Description FGM_Portal__Description__c √ √
Fields To Be Edited FGM_Portal__Field_To_Be_Edited__c √ √

New Account Name

FGM_Portal__New_Account_Name__c

√

 √
Parent Request FGM_Portal__ParentRequest__c √ √
Payment FGM_Portal__Payment__c √ √
Phone FGM_Portal__Phone__c √ √
Proposed Awarded Amount FGM_Portal__RequestedAmount__c √ √
Proposed Grant End Date FGM_Portal__Proposed_Grant_End_Date__c √ √
Proposed Grant Start Date FGM_Portal__Proposed_Grant_Start_Date__c √ √
Shipping Other Country FGM_Portal__Shipping_Other_Country__c √ √
Shipping Other State FGM_Portal__Shipping_Other_State__c √ √
Stage FGM_Portal__StageName__c √ √
Submission Date FGM_Portal__Submission_Date__c √ √
Submitted By FGM_Portal__Submitted_By__c √ √