Downgrade Users with Community Licenses to Contactless Users

You can convert users with community licenses to contactless users. By converting users, you can expand your Experience Cloud site’s reach without adding to the cost. For example, you can downgrade inactive or unqualified users and then upgrade them to full-featured site users later on. You can downgrade users from Setup and through the API.

Note Community licenses are used to access Experience Cloud sites.

Downgrading an Experience Cloud site user to a contactless user is a two-step process. You disable the site user, and then reactivate them as a contactless user. When you disable users, Salesforce deactivates them and invalidates their usernames by renaming them. You restore the usernames when you reactivate the users. Reactivated users receive a Welcome New Member email from Salesforce. You can prevent Salesforce from sending welcome emails from Experience Workspaces.

Note The contactless users feature is available only with the External Identity license, which enables access to the Salesforce Customer Identity product.

1. Disable the user’s contact.
   1. From the user’s contact detail page, save the contact’s username.
   2. From the action dropdown menu, select Disable User.
2. (Optional) Disable welcome emails.
   1. From Experience Workspaces, select Administration, and then select Emails.
   2. Under Email Templates, deselect Send welcome email.
3. Activate the user as a contactless customer or partner.
   1. From Setup, enter Users in the Quick Find box, then select Users.
   2. Next to the user you’re downgrading, click Edit.
   3. For user license, select External Identity, and then select a customer or partner profile.
   4. Select Active.
   5. Restore the username name by replacing the username with the one you saved.
4. Save your changes.

//Disable user	
String uName;
User u = [SELECT Id, UserName FROM User WHERE Id = '005xx009871TQXL'];
u.IsPortalEnabled=false;
uName = u.UserName;
Update u;

//Activate as a contactless user
User u1 = [SELECT Id, UserName, IsActive FROM User WHERE Id = '005xx009871TQXL'];
u1.UserName = 'sarah@mycompany.com'; // Or uName from above
u1.IsActive = true;
Update u1;