---
schema_version: "1"
id: 4c97788ca0fca19f677b693a42838b2cf26ab1da5cb0d167de0e76115323229d
title: Configure Portal for External Reviews
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_config_portal_external_review.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_config_portal_external_review.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 67f5c34cfbcb71644915cf47c176140f63453f31f7f6705e7c3d9991d6e8e86e
description: Prepare Salesforce and your grants portal for external reviewers.
products:
  - Nonprofit
release: "264"
---
# Configure Portal for External Reviews

Prepare Salesforce and your grants portal for external reviewers.

- **[Add Notification Information for External Reviewers](https://help.salesforce.com/s/articleView?id=sfdo.gm_config_portal_external_review.htm&release=264.0.0&type=5)**  
    Set up notifications to people to review Funding Requests in the grants portal.
- **[Update Notification to Reviewer](https://help.salesforce.com/s/articleView?id=sfdo.gm_config_portal_external_review.htm&release=264.0.0&type=5)**  
    Update the email template to reflect your organization's branding and messaging.

## Add Notification Information for External Reviewers

Set up notifications to people to review Funding Requests in the grants portal.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), then click **Setup**.
2. Enter Metadata in the Quick Find box, then click **Custom Metadata Types**.
3. Next to Grants Management Settings, click **Manage Records**.
4. Edit the **GlobalFeaturesSettings**.
5. Enter your **Grant Review Portal URL**.
6. Enter your **Salesforce Org URL**. This is the URL you use to log into Salesforce.
7. Save your work.

## Update Notification to Reviewer

Update the email template to reflect your organization's branding and messaging.

1. From the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/app_launcher_icon.png)), find and select **Email Templates**.
2. Select **Grants Management: Reviewer Assignment Notification**.
3. Edit the template and update the message content.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png)
    
    Note If you're unable to edit the template, review [Select Who Can Work in Email Template Builder](https://help.salesforce.com/s/articleview?id=sales.email_template_builder_users.htm&type=5).
4. Save your work.

The [Grants Management: Email the Assigned Reviewer (Sample)](https://help.salesforce.com/s/articleView?id=sfdo.gm_email_the_assigned_reviewer.htm&release=264.0.0&type=5 "Learn what's included in the external reviewer notification flow.") flow includes the logic for when the email is sent. Modify the flow criteria to fit your organization's needs. Learn more in [Create or Modify a Flow](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_modify_flow.htm&release=264.0.0&type=5 "Create a flow or modify the Create Application flow to suit your nonprofit organization’s needs.").