Benchmarking Tab Access
Access to the Benchmarking Tab in the FundPanel Portal is given via Contact Roles in your Client’s Org. While a user will only technically need one Contact Role with the permission to be given access, it is best practice to grant access to 3-5 of the user’s Contact Roles. This way, if Contact Roles shift or get removed for one Investment Vehicle in the future, access is ensured.
Access to the Benchmarking Tab (currently) provides Preview Only access to Aduro’s Performance Benchmarking Report. It displays the report with watermarks with the user’s email. They can also select from past reports to view. Currently, the only reports able to be viewed are Q4 2024, Q2 2024, FY 2023, and FY 2022. As more reports are generated, more reports will become available. The most recent report will be the default view when the user clicks on the Benchmarking Tab.
TABLE OF CONTENTS
How To Grant Access
Salesforce Lightning Experience
From your Client’s Org, navigate to the Contact record for your user who needs access
Scroll down to the Contact Roles related list
Find a Contact Role record, and select the action dropdown on the right hand side of the Contact Role’s row. Then, select Edit
This will pull up the Edit Contact Role modal
Scroll down to the Fund Performance Benchmarking Report section and find the Performance Benchmarking checkbox
Select the Performance Benchmarking checkbox and Save
Repeat Steps 2-6 for 3-5 Contact Role records for this Contact
Salesforce Classic View
From your Client’s Org, navigate to the Contact record for your user who needs access
Scroll down to the Contact Roles related list
Find a Contact Role record, and select Edit on the left side of the Contact Role’s row
This will pull up the Contact Role Edit page
Find the Fund Performance Benchmarking Report section, select the Performance Benchmarking checkbox and Save
Repeat steps 2-5 for 3-5 Contact Role records for this Contact
Automatic Access
Access can be manually granted to view Performance Benchmarking reports via the Portal. However, there is an automated mechanism that grants access, as well.
Client Services provides and maintains a list of clients who have access to the Performance Benchmarking report. To automatically provide access to the FundPanel Portal users, the emails of applicable users will need to be input into the FundPanel package.
Technical Details
The emails provided will need to be updated as part of the EmailListJson static resource file. This is a comma separated list of String email addresses, located under the emails parameter. This list of emails should be refreshed whenever a significant access change occurs.
When making a major access update, the class BatchToManageBenchmarkRoles should be called from the ScheduleMetdataUpdate class, bound by version numbers.
The BatchToManageBenchmarkRoles batch class refreshes the access for any Benchmarking users. It queries Contact Roles that have Performance Benchmarking enabled, and disables the access. Then, when this job finishes, it chains and calls the BatchToUpdateContactRoles.
BatchToUpdateContactRoles retrieves the emails from the JSON file. The job then queries any Contact Roles that correspond to emails in the email list. If found in the org, the job will update the roles to enable Performance Benchmarking. This job also sends an email upon update to the FundPanel Support team.
Technically, you could use the BatchToUpdateContactRoles. However, using BatchToManageBenchmarkRoles helps to refresh the access and ensure only permitted users from the Client Services list are able to access the report via the FundPanel Portal.