Configure Community User Permissions on the Reviewer Portal

Make sure your reviewers and System Administrators have access they need to standard and custom objects and fields.

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 Reviewer Portal community user object and field permissions by editing the guest user profile. Here's how to configure these permissions.

  1. Click Setup icon, then click Setup.
  2. Enter Profiles in the Quick Find Box, then click Profiles.

  3. Click the Profile Name of the Reviewer Portal community user. For example, click fC Reviewer 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 These tables document the minimum object and field access recommended for core foundationConnect functionality to work on the Reviewer Portal. 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 Permissions

Review the minimum required access for the Account 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 √  

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 √ √
Account (Organization) Name AccountId √  
Username FGM_Portal__Username__c √  

Campaign (Docket) Permissions

Review the minimum required access for the Campaign (Docket) object in foundationConnect.

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Field Permissions

Field Label

Field Label

Read Access

Edit Access

Application Quiz FGM_Portal__Application_Quiz__c √  
Application Type FGM_Portal__Application_Type__c √  
Description Description √  
Email Contact FGM_Portal__Email__c √  
End Date EndDate √  
Instructions FGM_Portal__Description__c √  
LOI Prameters FGM_Portal__LOI_Prameters__c √  
LOI Quiz FGM_Portal__LOI_Quiz__c √  
Number of Recommendations FGM_Portal__No_of_Recommendation__c √  
Start Date StartDate √  
Visibility FGM_Portal__Visibility__c √  

Campaign Quiz Permissions

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

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Instructional Text FGM_Portal__Rich_Instructional_Text__c √  
Parameters FGM_Portal__Parameters__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 √  

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 √  

External Review Permissions

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

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

√

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Deadline FC_Reviewer__Deadline__c √  
External Reviewer ID Name √  
Lead FC_Reviewer__Lead__c √  
Opportunity (Request) FC_Reviewer__Opportunity__c √ √
Status FC_Reviewer__Status__c √ √
Submitted Date FC_Reviewer__Submitted_Date__c √ √

FCPageLayout Permissions

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

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 √  
Record Type Id FGM_Portal__RecordTypeId__c √  

Field Value Translation Permissions

Review the minimum required access for the Field Value Translation object in foundationConnect.

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Translation Value FGM_Portal__Translation_Value__c √  

Grantee Budget Line Item Permissions

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

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Amount FGM_Portal__Amount__c √  
Budget Configuration FGM_Portal__Budget_Configuration__c √  
Category FGM_Portal__Category__c √  
Note FGM_Portal__Note__c √  

Grantee Report Permissions

Review the minimum required access for the Grantee Report object in foundationConnect.

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Lead (Inquiry) Permissions

Review the minimum required access for the Lead (Inquiry) object in foundationConnect.

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Quiz FGM_Portal__Quiz__c √  
Submitted By FGM_Base__Submitted_By__c √  

Opportunity (Request) Permissions

Review the minimum required access for the Opportunity (Request) object in foundationConnect.

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Campaign Quiz ID FC_Reviewer__Campaign_Quiz_Id__c √  
Consultant User FGM_Portal__ConsultantUser__c √  
Primary Campaign Source CampaignId √  
Quiz FGM_Portal__Quiz__c √  
Submitted By FGM_Base__Submitted_By__c √  

Opportunity (Request) Team Member Permissions

Review the minimum required access for the Opportunity (Request) 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

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Account FGM_Portal__Account__c √  

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 √ √
Agree Terms and Conditions FGM_Portal__Terms_And_Conditions__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 √ √
Contact FGM_Portal__Contact__c √ √
Country FGM_Portal__Country__c √ √
Domain FGM_Portal__Domain__c √ √
EIN FGM_Portal__EIN__c √ √

Email

FGM_Portal__Email__c

√

√
Fax FGM_Portal__Fax__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 √ √
Phone FGM_Portal__Phone__c √ √
Portal Account FGM_Portal__Portal_Account__c √ √
Portal Login FGM_Portal__GrantedPortalAccess__c √ √
Profile Type FGM_Portal__ProfileType__c √ √
Return URL FGM_Portal__Return_URL__c √ √
Salutation FGM_Portal__Salutation__c √ √
Security Question FGM_Portal__Security_Question__c √ √
State FGM_Portal__State__c √ √
State List FGM_Portal__State_List__c √ √
Street FGM_Portal__Street_New__c √ √
Title FGM_Portal__Title__c √ √
User Profile FGM_Portal__User_Profile__c √ √
Zip Code FGM_Portal__Zip_Code__c √ √

Question Permissions

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

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Attachment Name Formula FGM_Portal__AttachmentNameFormula__c √  
Help Tip FGM_Portal__Help_Tip__c √  
Language FGM_Portal__Language__c √  
Parent QuestionID FGM_Portal__Parent_QuestionID__c √  
Post-Text FGM_Portal__RichPostText__ct √  
Pre-Text FGM_Portal__RichPreText__c √  
Question FGM_Portal__RichQuestion__c √  
Quiz FGM_Portal__Quiz__c √  
Type FGM_Portal__Type__c √  

Question Attachment Permissions

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

Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

√

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Amendment FGM_Portal__Amendment__c √  
Benchmark FGM_Portal__Benchmark_del__c √  
Description FGM_Portal__Description__c √ √
External Review FC_Reviewer__External_Review__c √ √
Grantee Report FGM_Portal__GranteeReport__c √  
Lead (Inquiry) FGM_Portal__Inquiry__c √  
Question FGM_Portal__Question__c √ √
Opportunity (Request) Request √  

Quiz Permissions

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

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 √  
Introduction Text FGM_Portal__Introduction_Text__c √  

Quiz Question Permissions

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

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 √  
Field FGM_Portal__Field__c √  
Hide Post Text FC_Reviewer__Hide_Post_Text__c √  
Hide Post-Text after submission? FGM_Portal__Hide_Post_Text__c √  
Hide Pre Text FC_Reviewer__Hide_Pre_Text__c √  
Hide Pre-Text after submission? FGM_Portal__Hide_Pre_Text__c √  
Language FGM_Portal__Language__c √  
Required? FGM_Portal__Required__c √  
Sort Order FGM_Portal__Sort_Order__c √  
Tab FGM_Portal__Tab__c √  

Secure Message Permissions

Review the minimum required access for the Secure Message object in foundationConnect.

Object Permissions

Permission Name

Enabled

Read

√

Create

√

Edit

√

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

Body FGM_Portal__Body__c √ √
Proposals FGM_Portal__Proposals__c √ √
Recipient FGM_Portal__Recipient__c √ √
RefId FGM_Portal__RefId__c √ √
Sender FGM_Portal__Sender__c √ √
Subject FGM_Portal__Subject__c √ √

StateCountryConfig Permissions

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

Object Permissions

Permission Name

Enabled

Read

√

Create

Edit

Delete

Field Permissions

Field Label

Field Name

Read Access

Edit Access

PicklistValues FGM_Portal__PicklistValues__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

Portal Account Admin FGM_Portal__Portal_Account_Admin__c √  
Profile Type FGM_Portal__ProfileType__c √  
Return URL FGM_Portal__Return_URL__c √  
User Email FGM_Portal__UserEmail__c √  
User Profile FGM_Portal__UserProfile__c √