To complete your update and ensure everything is working correctly, you must run Access Manager for Fonteva Items on your Community and Guest Profiles.

You must be logged in as an Administrator to perform these steps. Reach out to your System Administrator if you do not have Admin permissions.

If your org does not grant Access Manager to profiles, refer to the Minimum Object Access Permissions page for setting up the correct permission set for the Guest User Profile.

Run Access Manager

Locate Guest User Profile Name:

You’ll first want to locate the profile name of your Guest User Profile so you know it for later.

  1. Select the Lightning Gear icon and select Setup. The Setup page opens in a new tab.

  2. Enter Digital Experiences in the Quick Find search bar. Results generate below.

  3. Select All Sites from the results generated. The All Sites page opens.

  4. Select the Workspaces link for your Community. The Community Workspaces page opens.

  5. Select Administration to access your Administration settings.

  6. Select Pages. Under Advanced Customizations, click Go to Force.com. The Site Details page for your Community will open in a new tab in Salesforce Classic.

  7. Locate and select the Public Access Settings button. The profile name will display as the header for the page that opens.

Run Access Manager (FLS):

Now that you know your Guest User Profile name, it’s time to run Access Manager.

  1. Navigate to the Spark Admin tab.

  2. Select Access Manager. You may be requested to log in. Select Production or Development and type your Salesforce credentials.

Choose Packages And Profiles:

Best Practice: To avoid Access Manager from freezing up, we recommend only updating 5 profiles at a time instead of the max 15 all at once.

  1. The Choose Packages and Profiles page will open. Check the following Fonteva packages under Packages:

    1. Under Packages, check All Packages.

    2. Under Unpackaged, check Standard.

    3. Under Profiles, check up to 15 profiles that you would like granted access to all packages, including your Customer Community Login User profile. We recommend selecting any Partner profile, any profile that includes "Fonteva" in the title, the Guest profile you identified previously, the Standard Platform User profile, the Standard User profile, the System Admin profile, and any other relevant profile that is used in your org.

    4. For information on creating profiles for your Community, please reference the Create Community Profiles article.

    5. Existing Orgs may have other packages already installed. Only pick Fonteva packages if you see other packages displayed.

  2. Click Fetch Profiles at the bottom of the page. The Set Up Profiles page will open.

Set Up Profiles:

  1. Click the orange menu to open it. Ensure the Object Permissions option is enabled (the other two menu items should be enabled by default.)

  2. Remove all Edit and Delete permissions for Guest profiles.

    1. The profiles you selected are listed on the right. Select a Guest profile from the list, or scroll down to locate a Guest profile.

    2. Under the selected Guest profile, deselect all Edit and Delete checkboxes.

    3. Repeat steps a and b for all Guest profiles.

  3. Click Update Profiles at the bottom of the page. The Guest User Profile you selected will be updated. You can return to the Spark Admin page.

Next Steps:

The final step to complete your update to 21Winter is updating your Subscription and Receipt objects with new Refund and Renew Lightning Actions. Directions for this final step are here.