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User license conversion when migrating from portal to communities

Knowledge Article Number 000232583
Description Users in your organization who have portal licenses will be able to access your community, as long as you include those users by adding profiles or permission sets that they’re associated with. You do not have to purchase new Communities licenses for these users.

 
Resolution You do not want to change the license type because:
.
1) 
You do not need to swap licenses to take advantage of all the new Communities features. All legacy portal licenses work with the new Communities
2) Swapping licenses involves work and, in some cases, disruption. It’s easy to make a mistake when choosing the new license to swap for which you  may leave your user with less functionality.
3) Customers who own portal licenses can continue to buy additional portal licenses. If they swap to communities licensing, they will only be able to buy in blocks.
                                                                 
You would want to change the license type because:

 
1) You wish to move from member-based pricing to login-based pricing.
2) As part of a renewal, you want to move to the new license types as part of a restructure.
3) You want to be absolutely sure you are on the new license type for when and if new functionality arrives.
 
Following are the considerations if you decide to change license type from portal to communities:

Note:
If you decide to convert users to using a Communities license, make sure that the new user records have the same permissions and object access. To retain historical user data associated with the previous license type, you’ll need to manually migrate and associate it with the new user records.

 
Original licenseWill Convert To
 Customer Community
(Named User or Login Based)
Customer Community Plus (Named User or Login Based)Customer Community Plus (Named User or Login Based
 Switching from a customer portal license to a Customer Community license would result in a loss in functionality. An administrator must disable the contact as a Customer User,
and then re-enable as a Customer User to create a new user record and associate it with
the new license.
An administrator can convert a Customer Portal Manager Custom, Customer Portal Manager Standard, Overage Customer Portal Manager Custom, or Overage Customer Portal Manager Standard license (for a named user) to a Customer Community Plus license and vice versa, by changing the license type and profile on user record.An administrator must disable the contact as a Customer User, ensure the account is enabled as a Partner Account, and then enable the contact as a Partner User.
Customer Portal Manager
Custom
Customer Portal Manager
Standard
Customer Portal Manager
Standard Manager Custom
Overage Customer Portal Manager Standard
 
High Volume Customer PortalAn administrator can change the
license type and profile on the
user record.
An administrator must disable the contact as a Customer User  and then re-enable as a
Customer User to create a new user record and associate it with the new license.
An administrator must disable the contact as a Customer User, ensure the account is enabled
as a Partner Account, and then enable the contact as a Partner User.
Authenticated Website
 
Customer CommunityAn administrator can convert a
Customer Community license (for a named user) to a Customer Community Login license and vice versa, by changing the license type and profile on user record.
An administrator must disable the contact as a Customer User, and then re-enable as a Customer User to create a new user record and associate it with the new license.An administrator must disable the contact as a Customer User, ensure the account is enabled as a Partner Account, and then enable the contact as a Partner User.
 
Customer Community PlusSwitching from a Customer Community Plus license to a Customer Community license would result in a loss in functionality. An administrator must disable the contact as a Customer User, and then re-enable as a Customer User to create a new user record and associate it with
the new license.
An administrator can convert a Customer Community Plus license (for a named user) to a Customer Community Plus Login license and vice versa, by changing the license type and profile on user record.An administrator must disable the contact as a Customer User ,ensure the account is enabled as a Partner Account, and then enable the contact as a Partner User.
 
Partner CommunitySwitching from a Partner Community license to a Customer Community license would result in a loss of functionality. An administrator must disable the contact as a Partner User and re-enable as a Customer User.Switching from a Partner Community license to a Customer Community Plus license would result in a loss of functionality. An administrator must disable the contact as a Partner User and
re-enable as a Customer User.
An administrator can convert a Partner Community license (fora named user) to a Partner Community Login license and vice versa, by changing the license type and profile on the user record.

To disable a contact as a customer user or partner user so that you can assign them a Community license:

1. From the contact record detail page | Click on Manage External User | select Disable Customer User or Disable Partner User.

This will deactivate the previous user record and disassociates it from the contact.

2. If you’re converting to a Partner Community license, go to the account for the contact, and ensure that it is enabled as a partner account. If it isn’t | Click Manage External Account | then select Enable as Partner.

Note: If your organization has person accounts, they cannot be used as partner accounts. Only business accounts can be
used as partner accounts.

3. Go back to the contact detail page | Click Manage External User | then depending on the type of license you’re converting them to | select Enable Customer User or Enable Partner User.

4. On the User detail page | select the Community license and associated profile. Enter other user information and click on Save.

Please refer the link for more details:

Migrating from Portals to Communities


 




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