Configure Community User Permissions on the Grantee Portal

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

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 by editing the community user profile. Here's how to configure these permissions.

1. Click 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 These tables document the minimum object and field access recommended for core foundationConnect functionality to work. 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 change.

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 object in foundationConnect.
• Campaign (Docket) Permissions
  Review the minimum required access for the Campaign object in foundationConnect.
• Campaign Quiz Permissions
  Review the minimum required access for the Campaign Quiz object in foundationConnect.
• Community Configuration Permissions
  Review the minimum required access for the Community Configuration Permissions 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.
• FCPageLayout Permissions
  Review the minimum required access for the FCPageLayout object in foundationConnect.
• FGM System Value Permissions
  Review the minimum required access for the FGM System Value object in foundationConnect.
• Field Value Translation Permissions
  Review the minimum required access for the Field Value Translation object in foundationConnect.
• Grantee Budget Line Item Permissions
  Review the minimum required access for the Grantee Budget Line object in foundationConnect.
• Lead (Inquiry) Permissions
  Review the minimum required access for the Lead object in foundationConnect.
• Opportunity (Request) Permissions
  Review the minimum required access for the Opportunity (Request) object in foundationConnect.
• Opportunity (Request) Contact Role Permissions
  Review the minimum required access for the Opportunity (Request) object in foundationConnect.
• Opportunity (Request) Team Member Permissions
  Review the minimum required access for the Opportunity (Request) object in foundationConnect.
• Portal Account Permissions
  Review the minimum required access for the Portal Account object in foundationConnect.
• Portal User Permissions
  Review the minimum required access for the Portal User object in foundationConnect.
• Portal User Request Team Members Permissions
  Review the minimum required access for the Portal User Request Team Member object in foundationConnect.
• Question Permissions
  Review the minimum required access for the Question object in foundationConnect.
• Question Attachment Permissions
  Review the minimum required access for the Question Attachment object in foundationConnect.
• Quiz Permissions
  Review the minimum required access for the Quiz object in foundationConnect.
• Quiz Question Permissions
  Review the minimum required access for the Quiz Question object in foundationConnect.
• Recommendation Permissions
  Review the minimum required access for the Recommendation object in foundationConnect.
• Recommendation Review Permissions
  Review the minimum required access for the Recommendation Review object in foundationConnect.
• Related List Controller Permissions
  Review the minimum required access for the Related List Controller object in foundationConnect.
• Secure Message Permissions
  Review the minimum required access for the Secure Message object in foundationConnect.
• StateCountryConfig Permissions
  Review the minimum required access for the StateCountryConfig object in foundationConnect.
• User Permissions
  Review the minimum required access for the User object in foundationConnect.

Grantee Budget Line Item Permissions

Review the minimum required access for the Grantee Budget Line object in foundationConnect.

Object Permissions

Permission Name	Enabled
Read	√
Create
Edit
Delete

Note You will need additional permissions if using Grantee Budgets. For minimum permission recommendations when using Grantee Budgets, see Configure Community User Permissions on the Grantee Portal When Using Grantee Budgets.

Recommendation Permissions

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

Note Access to the Recommendation object and its fields are required only if you are using Recommendations.

Object Permissions

Permission Name	Enabled
Read	√
Create	√
Edit
Delete

Field Permissions

Field Label	Field Name	Read Access	Edit Access
Status	FGM_Portal__Status__c	√

Recommendation Review Permissions

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

Object Permissions Field Permissions

Note Access to the Recommendation object and its fields are required only if you are using Recommendations.

Field Label	Field Name	Read Access	Edit Access
Status	FGM_Portal__Recommendation__c	√

Permission Name	Enabled
Read	√
Create	√
Edit
Delete