Make sure your reviewers and System Administrators have access they need to standard and custom objects and fields.
Configure the Reviewer Portal community user object and field permissions by editing the guest user profile. Here's how to configure these permissions.
- Click
, then click Setup. -
Enter Profiles in the Quick Find Box, then click Profiles.
-
Click the Profile Name of the Reviewer Portal community user. For example, click fC Reviewer Partner Community User .
-
Click Edit.
-
To configure an object's permissions, scroll down to the object and specify the minimum object permissions then click Save.
-
To configure field-level security, scroll down to the Field-Level Security section and click View on the object you want to configure.
-
Click Edit.
-
Specify the minimum field-level security permissions, then click Save.
- 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
- Account Permissions
Review the minimum required access for the Account object in foundationConnect. - Contact Permissions
Review the minimum required access for the Contact object in foundationConnect. - Campaign (Docket) Permissions
Review the minimum required access for the Campaign (Docket) 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 object in foundationConnect. - CustomHTML Permissions
Review the minimum required access for the CustomHTML object in foundationConnect. - External Review Permissions
Review the minimum required access for the External Review object in foundationConnect. - FCPageLayout Permissions
Review the minimum required access for the FCPageLayout 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 Item object in foundationConnect. - Grantee Report Permissions
Review the minimum required access for the Grantee Report object in foundationConnect. - Lead (Inquiry) Permissions
Review the minimum required access for the Lead (Inquiry) object in foundationConnect. - Opportunity (Request) 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. - 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. - 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. - 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.
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 |
|---|---|---|---|
| √ | √ | ||
| 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 | √ | √ |
|
|
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 | √ |