Run Access Manager

Run Access Manager after installing or upgrading a Fonteva package. This requirement ensures all relevant profiles have, at minimum, Read permissions for any new fields added in the upgrade.

1. Go to App Launcher > Spark Admin > Access Manager.

   

2. If prompted to login, select Production or Development and authenticate with your Salesforce credentials.

   

3. On the Choose Packages and Profiles screen,

   1. Under Packages, select All Packages.

   2. Under Unpackaged, select Standard.

   3. Under Profiles, select each profile that requires access to all packages, including your Customer Community Login User profile. We recommend selecting the following profiles:

      1. Standard Platform User

      2. Standard User

      3. System Admin

      4. Any profiles with Partner, Guest, or Fonteva in the name.

      5. Any other relevant profiles used in your org.

   4. Existing Orgs may have other, non-Fonteva packages already installed. Be sure to select only Fonteva packages.

      

4. At the bottom of the window, select Fetch Profiles. The Set Up Profiles page opens.

5. On the Set Up Profiles page, select the orange circle at the top.

   

6. Move all three sliders to the right for Object Permissions, Class and Page Access, and Field Permissions.

   

7. Remove all Edit and Delete object permissions for Guest profiles. This step is required only if you selected Guest profiles in step 3c.

   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, Object Permissions section, deselect all Edit and Delete checkboxes.

      

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

8. At the bottom of the window, select Update Profiles. The selected profiles are given access permissions to any new fields created when Fonteva was upgraded. Apex Classes and Visualforce Page Access is also granted.