Configure Guest User Permissions on the Reviewer Portal

Make sure your guest users, such as reviewers who do not have a login to your Reviewer Portal, 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.

Make sure your guest users, such as reviewers who do not have a login to your Reviewer Portal, and System Administrators have access they need to standard and custom objects and fields.

Configure the Reviewer Portal guest user object and field permissions by editing the guest user profile. Here's how to configure permissions using the enhanced profile user interface.

  1. Click Setup icon, then click Setup.

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

  3. Click the Workspaces link to your Reviewer 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 Reviewer 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
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 (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

Account (Organization) Name AccountId √  
Email Email √  
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

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 √ √
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 √ √
Portal Account FGM_Portal__Portal_Account__c √ √
Portal Language FGM_Portal__Portal_Language__c √ √
Profile Type FGM_Portal__ProfileType__c √ √
Return URL FGM_Portal__Return_URL__c √ √
State FGM_Portal__State__c √ √
User Profile FGM_Portal__User_Profile__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 √ √