--- schema_version: "1" id: c3bb47a1a0944d626b549e62efb5e25b4f9b3e45566e5b960cf712447091658a title: Configure Community User Permissions on the Grantee Portal When Using Grantee Reports collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fc_configure_gp_community_user_permissions_granteereports.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions_granteereports.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a2add1e0b461dcad4adf276c8d1b72ae3f92600eaa010b17502c3e5fe523b286 description: Make sure your grantseekers, grantees, and System Administrators have access they need to standard and custom objects and fields supporting Grantee Reports. products: - Nonprofit release: "264" --- # Configure Community User Permissions on the Grantee Portal When Using Grantee Reports Make sure your grantseekers, grantees, and System Administrators have access they need to standard and custom objects and fields supporting Grantee Reports. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) 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](https://www.salesforce.org/products/grantmaking/) and contact your Account Executive with any questions. Configure the Grantee Portal community user object and field permissions if you are using Grantee Reports by editing the community user profile. Here's how to configure these permissions. 1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/resources-product/images/setup.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note These tables document the minimum object and field access recommended for Grantee Reports 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](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions.htm&release=264.0.0&type=5 "Make sure your grantseekers, grantees, and System Administrators have the access they need to standard and custom objects and fields.") for additional permission recommendations. - **[Grantee Budget Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions_granteereports.htm&release=264.0.0&type=5)** Review the minimum required access for the Grantee Budget object in foundationConnect. - **[Grantee Budget Category Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions_granteereports.htm&release=264.0.0&type=5)** Review the minimum required access for the Grantee Budget Category object in foundationConnect. - **[Grantee Budget Configuration Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions_granteereports.htm&release=264.0.0&type=5)** Review the minimum required access for the Grantee Budget Configuration object in foundationConnect. - **[Grantee Budget Line Item Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions_granteereports.htm&release=264.0.0&type=5)** Review the minimum required access for the Grantee Budget Line Item object in foundationConnect. - **[Grantee Budget Update Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions_granteereports.htm&release=264.0.0&type=5)** Review the minimum required access for the Grantee Budget Update object in foundationConnect. - **[Grantee Budget Update by Category Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions_granteereports.htm&release=264.0.0&type=5)** Review the minimum required access for the Grantee Budget Update by Category object in foundationConnect. - **[Grantee Report Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_community_user_permissions_granteereports.htm&release=264.0.0&type=5)** Review the minimum required access for the Grantee Report object in foundationConnect. ## Grantee Budget Permissions Review the minimum required access for the Grantee Budget object in foundationConnect. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note Access to the Grantee Budget object and its fields are required only if you are using Grantee Reports. ### Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

√

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Total Budget Amount FGM_Portal__Total_Budget_Amount__c √  
## Grantee Budget Category Permissions Review the minimum required access for the Grantee Budget Category object in foundationConnect. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note Access to the Grantee Budget Category object and its fields are required only if you are using Grantee Reports. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Active FGM_Portal__IsActive__c √  
Parent Category FGM_Portal__Parent_Category__c √  
## Grantee Budget Configuration Permissions Review the minimum required access for the Grantee Budget Configuration object in foundationConnect. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note Access to the Grantee Budget Configuration object and its fields are required only if you are using Grantee Reports. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Category FGM_Portal__Category__c √  
Related List Controller FGM_Portal__Related_List_Controller__c √  
Sort Order FGM_Portal__Sort_Order__c √  
## Grantee Budget Line Item Permissions Review the minimum required access for the Grantee Budget Line Item object in foundationConnect. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note Asterisks (\*) indicate access to the Grantee Budget Line Item object and its fields are required only if you are using Grantee Reports. ### Object Permissions

Permission Name

Enabled

Read

√

Create

√*

Edit

√*

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Amount FGM_Portal__Amount__c √* √*
Available Budget FGM_Portal__Total_Remaining__c √*  
Budget Configuration FGM_Portal__Budget_Configuration__c √* √*
Category FGM_Portal__Category__c √* √*
Expenditures to Date FGM_Portal__Total_Spent__c √* √*
Note FGM_Portal__Note__c √* √*
## Grantee Budget Update Permissions Review the minimum required access for the Grantee Budget Update object in foundationConnect. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note Access to the Grantee Budget Update object and its fields are required only if you are using Grantee Reports. ### Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

√

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Approved Budget FGM_Portal__Approved_Budget_New__c √  
Available Budget FGM_Portal__Available_Budget__c √  
Comment FGM_Portal__Comment__c √ √
Current Period Expenses FGM_Portal__Current_Period_Expenses__c √ √
(deprecated) FGM_Portal__Grantee_Budget_Line_Item__c √ √
Expenditures to Date FGM_Portal__Expenditures_to_Date__c √ √
Grantee Budget Category FGM_Portal__Grantee_Budget_Category__c √ √
Percentage Used FGM_Portal__Percentage_Used__c √  
## Grantee Budget Update by Category Permissions Review the minimum required access for the Grantee Budget Update by Category object in foundationConnect. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note Access to the Grantee Budget Update by Category object and its fields are required only if you are using Grantee Reports. ### Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

√

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Amount FGM_Portal__Amount__c √ √
Grantee Budget Line Item FGM_Portal__Grantee_Budget_Line_Item__c √ √
## Grantee Report Permissions Review the minimum required access for the Grantee Report object in foundationConnect. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note Access to the Grantee Report object and its fields are required only if you are using Grantee Reports. ### Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

√

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Address FGM_Base__Address__c √  
Award Date FGM_Base__Award_Date__c √  
Comment FGM_Base__Comment__c √  
Contact Organization FGM_Base__Contact_Organization__c √  
Display Benchmark FGM_Base__Display_Benchmark__c √  
Due Date FGM_Base__Due_Date__c √  
Due Date Year FGM_Base__Year__c √  
Fax FGM_Base__Fax__c √  
Final Report FGM_Base__Final_Report__c √  
Impact FGM_Base__Impact__c √  
Interim Report FGM_Base__Interim_Report__c √  

Is Overdue

FGM_Base__Is_Overdue__c

√
Name FGM_Base__Name__c √  
Organization FGM_Base__Organization__c √  
Phone FGM_Base__Phone__c √  
Remind Awardee FGM_Base__Remind_Awardee__c √  
Remind Staff FGM_Base__Remind_Staff__c √  
Report Contact FGM_Base__Report_Contact__c √  
Request Number FGM_Base__Request_Number__c √  
Scope FGM_Base__Type__c √  
Status FGM_Base__Status__c √ √
Submission Date FGM_Base__Submission_Date__c √ √
Submitted By FGM_Base__Submitted_By__c √ √
Title FGM_Base__Title__c √