Configure Guest User Permissions on the Grantee Portal

Make sure your guest users, such as grantseekers who do not have a login to your Grantee Portal, and System Administrators have 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 guest user object and field permissions by editing the guest user profile. Here's how to configure these permissions.

1. Click , then click Setup.

2. Enter All Communities in the Quick Find Box, then click All Communities.

3. Click the Workspaces link to your Grantee Portal

4. Click Administration.

5. Click Pages.

6. Click Go to Force.com under Advanced Customizations. A new tab will automatically switch you to Salesforce Classic.

7. Click Public Access Settings to open the Grantee Portal Profile page.

8. To configure an object's permissions, click Edit then scroll down to the object to specify the minimum object permissions.

9. Click Save.

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

11. Click Edit.

12. 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 changed

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 (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.
• FCPageLayout Permissions
  Review the minimum required access for the FCPageLayout object in foundationConnect.
• GuideStar Field Mapping Permissions
  Review the minimum required access for the GuideStar Field Mapping object in foundationConnect.
• Opportunity (Request) Team Permissions
  Review the minimum required access for the Opportunity (Request) Team 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.
• Question Response Permissions
  Review the minimum required access for the Question Response 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.
• Related List Controller Permissions
  Review the minimum required access for the Related List Controller 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.

FCPageLayout Permissions

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

Note Access to the FCPageLayout 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
Object Name	FGM_Portal__ObjectName__c	√

GuideStar Field Mapping Permissions

Review the minimum required access for the GuideStar Field Mapping object in foundationConnect.

Note Access to the GuideStar Field Mapping object is required only if you are using GuideStar.

Object Permissions

Permission Name	Enabled
Read	√
Create
Edit
Delete

Question Permissions

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

Note Access to the Question object and its fields are required only if you are using an Eligibility Quiz and/or Recommendations.

Object Permissions

Permission Name	Enabled
Read	√
Create
Edit
Delete

Field Permissions

Field Label	Field Name	Read Access	Edit Access
Active	FGM_Portal__Is_Active__c	√ (only for Eligibility Quiz)
Attachment Name Formula	FGM_Portal__AttachmentNameFormula__c	√ (only for Recommendations)
Error Text	FGM_Portal__Error_Text__c	√ (only for Eligibility Quiz)
Help Tip	FGM_Portal__Help_Tip__c	√
Language	FGM_Portal__Language__c	√ (only for Recommendations)
Parent QuestionID	FGM_Portal__Parent_QuestionID__c	√ (only for Recommendations)
Post-Text	FGM_Portal__RichPostText__c	√
Pre-Text	FGM_Portal__RichPreText__c	√
Question	FGM_Portal__RichQuestion__c	√
Quiz	FGM_Portal__Quiz__c	√ (only for Recommendations)
Type	FGM_Portal__Type__c	√

Question Attachment Permissions

Review the minimum required access for the Question Attachment object in foundationConnect.

Note Access to the Question Attachment object and its fields are required only if you are using an Eligibility Quiz.

Object Permissions

Permission Name	Enabled
Read	√
Create
Edit	√
Delete

Field Permissions

Field Label	Field Name	Read Access	Edit Access
Description	FGM_Portal__Description__c	√	√
Question	FGM_Portal__Question__c	√	√
Recommendation	FGM_Portal__Recommendation__c	√	√

Question Response Permissions

Review the minimum required access for the Question Response object in foundationConnect.

Note Access to the Question Response object and its fields are required only if you are using an Eligibility Quiz.

Object Permissions

Permission Name	Enabled
Read	√
Create
Edit
Delete

Field Permissions

Field Label	Field Name	Read Access	Edit Access
Accepted Response	FGM_Portal__Accepted_Response__c	√
Active	FGM_Portal__Is_Active__c	√
Post-Text	FGM_Portal__Post_Text__c	√
Pre-Text	FGM_Portal__Pre_Text__c	√
Question	FGM_Portal__Eligibility_Question__c	√	√
Response	FGM_Portal__Response__c	√
Sort Order	FGM_Portal__Sort_Order__c	√

Quiz Permissions

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

Note Access to the Quiz object and its fields are required only if you are using an Eligibility Quiz.

Object Permissions

Permission Name	Enabled
Read	√
Create
Edit
Delete

Field Permissions

Field Label	Field Name	Read Access	Edit Access
Active	FGM_Portal__Is_Active__c	√
Failure URL	FGM_Portal__Failure_URL__c	√
Introduction Text	FGM_Portal__Introduction_Text__c	√
Success URL	FGM_Portal__Success_URL__c	√

Quiz Question Permissions

Review the minimum required access for the Quiz Question object in foundationConnect.

Note Access to the Quiz Question object and its fields are required only if you are using an Eligibility Quiz and/or Recommendations.

Object Permissions

Permission Name	Enabled
Read	√
Create
Edit
Delete

Field Permissions

Field Label	Field Name	Read Access	Edit Access
Can upload after submission	FGM_Portal__Can_upload_after_submission__c	√ (only for Recommendations)
Field	FGM_Portal__Field__c	√ (only for Recommendations)
Hide Post-Text after submission?	FGM_Portal__Hide_Post_Text__c	√ (only for Recommendations)
Hide Pre-Text after submissions?	FGM_Portal__Hide_Pre_Text__c	√ (only for Recommendations)
Language	FGM_Portal__Language__c	√ (only for Recommendations)
Required?	FGM_Portal__Required__c	√ (only for Recommendations)
Sort Order	FGM_Portal__Sort_Order__c	√
Tab	FGM_Portal__Tab__c	√ (only for Recommendations)

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	Status	√	√

Related List Controller Permissions

Review the minimum required access for the Related List Controller object in foundationConnect.

Note Access to the Related List Controller 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
# of records to display	FGM_Portal__of_records_to_display__c	√
Associated FC Portal Type	FGM_Portal__Associated_FC_Portal_Type__c	√
Associated Tab Type	FGM_Portal__Associated_Tab_Type__c	√
Base URL	FGM_Portal__BaseUrl__c	√
Cloned from	FGM_Portal__Cloned_from__c	√
Enable Amendment	FGM_Portal__EnableAmendment__c	√
Field Labels	FGM_Portal__FieldHeaders__c	√
Field Labels (Long)	FGM_Portal__Field_Labels_Long__c	√
Field Names	FGM_Portal__FieldNames__c	√
Field Names (Long)	FGM_Portal__Field_Names_Long__c	√
Hide Edit Link	FGM_Portal__Hide_Edit_Link__c	√
Instructional Text	FGM_Portal__RichInstructionalText__c	√
Language	FGM_Portal__Language__c	√
Lookup Field	FGM_Portal__LookupField__c	√	√
Object Name	FGM_Portal__ObjectName__c	√	√
Parent Object	FGM_Portal__ParentObject__c	√
Record Type	RecordTypeId	√	√
Record Type Label	FGM_Portal__RecordTypeName__c	√
Related List Controller Name	Name	√
Show Delete Link	FGM_Portal__ShowDeleteLink__c	√
Show New Button	FGM_Portal__ShowNewButton__c	√
Show Tab to Individual Users	FGM_Portal__Show_Tab_to_Individual_Users__c	√
Show Tab to Organization Users	FGM_Portal__Show_Tab_to_Organization_Users__c	√
Sort Field	FGM_Portal__SortField__c	√
Sort Field Order	FGM_Portal__SortFieldOrder__c	√