--- schema_version: "1" id: 7470203a0f6f609c33de8ecab163e788a684827ce5cc2791463ced0d302082fa title: Configure Guest User Permissions on the Grantee Portal collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fc_configure_gp_guest_user_permissions.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 74b451a6a350926b84fb1a868d3022af6e1995c63526f6866fca658bc58a7dba description: 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. products: - Nonprofit release: "264" --- # 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](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 guest user object and field permissions by editing the guest 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 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](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 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](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Account (Organization) object in foundationConnect. - **[Community Configuration Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Community Configuration object in foundationConnect. - **[Contact Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Contact object in foundationConnect. - **[CustomHTML Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the CustomHTML object in foundationConnect. - **[Document Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Document object in foundationConnect. - **[FCPageLayout Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the FCPageLayout object in foundationConnect. - **[GuideStar Field Mapping Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the GuideStar Field Mapping object in foundationConnect. - **[Opportunity (Request) Team Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Opportunity (Request) Team object in foundationConnect. - **[Portal Account Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Portal Account object in foundationConnect. - **[Portal User Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Portal User object in foundationConnect. - **[Portal User Request Team Members Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Portal User Request Team Member object in foundationConnect. - **[Question Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Question object in foundationConnect. - **[Question Attachment Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Question Attachment object in foundationConnect. - **[Question Response Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Question Response object in foundationConnect. - **[Quiz Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Quiz object in foundationConnect. - **[Quiz Question Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Quiz Question object in foundationConnect. - **[Recommendation Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Recommendation object in foundationConnect. - **[Related List Controller Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Related List Controller object in foundationConnect. - **[Task Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the Task object in foundationConnect. - **[User Permissions](https://help.salesforce.com/s/articleView?id=sfdo.fc_configure_gp_guest_user_permissions.htm&release=264.0.0&type=5)** Review the minimum required access for the User object in foundationConnect. ## Account (Organization) Permissions Review the minimum required access for the Account (Organization) object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
EIN FGM_Base__EIN__c √ √
## Community Configuration Permissions Review the minimum required access for the Community Configuration object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
JsonData FGM_Portal__JsonData__c √  
## Contact Permissions Review the minimum required access for the Contact object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Email Email √  
Organization Name AccountId √  
Username FGM_Portal__Username__c √  
## CustomHTML Permissions Review the minimum required access for the CustomHTML object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Description FGM_Portal__RichDescription__c √  
Language FGM_Portal__Language__c √  
## Document Permissions Review the minimum required access for the Document object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
## FCPageLayout Permissions Review the minimum required access for the FCPageLayout 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 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](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 GuideStar Field Mapping object is required only if you are using GuideStar. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
## Opportunity (Request) Team Permissions Review the minimum required access for the Opportunity (Request) Team object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

Create

Edit

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
ContactRoleID FGM_Portal__ContactRoleID__c √ √
## Portal Account Permissions Review the minimum required access for the Portal Account object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
## Portal User Permissions Review the minimum required access for the Portal User object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

√

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Account FGM_Portal__Account__c √ √
Active FGM_Portal__IsActive__c √ √
Approval Status FGM_Portal__Approval_Status__c √ √
City FGM_Portal__City__c √ √
Confirm Password FGM_Portal__Confirm_Password__c √ √
Confirmation Code FGM_Portal__Confirmation_Code__c √ √
Confirmation Date FGM_Portal__Confirmation_Date__c √ √
Contact FGM_Portal__Contact__c √ √
Country FGM_Portal__Country__c √ √
Default Time Zone FGM_Portal__Default_Time_Zone__c √ √
Domain FGM_Portal__Domain__c √ √
EIN FGM_Portal__EIN__c √ √

Email

FGM_Portal__Email__c

√

 √
First Name FGM_Portal__FirstName__c √ √
Is Created By Opportunity Team Member FGM_Portal__IsCreatedByOpportunityTeamMember__c √ √
Last Name FGM_Portal__LastName__c √ √
Organization Legal Name FGM_Portal__Organization_Legal_Name__c √ √
Password FGM_Portal__Password__c √ √
Portal Account FGM_Portal__Portal_Account__c √ √
Portal Language FGM_Portal__Portal_Language__c √ √
Profile Type FGM_Portal__ProfileType__c √ √
Record Type RecordTypeId √ √
Return URL FGM_Portal__Return_URL__c √ √
State FGM_Portal__State__c √ √
User Profile FGM_Portal__User_Profile__c √ √
## Portal User Request Team Members Permissions Review the minimum required access for the Portal User Request Team Member object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

√

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Is Shared FGM_Portal__IsShared__c √ √
Portal User FGM_Portal__PortalUser__c √ √
Shared Request FGM_Portal__SharedRequest__c √ √
User Role FGM_Portal__UserRole__c √ √
## Question Permissions Review the minimum required access for the Question 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 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](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 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](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 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](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 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](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 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](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 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](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 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 √  
## Task Permissions Review the minimum required access for the Task object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete
## User Permissions Review the minimum required access for the User object in foundationConnect. ### Object Permissions

Permission Name

Enabled

Read

Create

Edit

Delete
### Field Permissions

Field Label

Field Name

Read Access

Edit Access
Profile Type FGM_Portal__ProfileType__c √ √
Return URL FGM_Portal__Return_URL__c √ √
User Profile FGM_Portal__UserProfile__c √ √