Considerations when Portal Roles are deleted

When portal roles are deleted in Salesforce, the system automatically renames the remaining roles to maintain the hierarchy. Admins managing Partner or Customer Community portal access should understand this behavior before making role deletions.

Role Deletion Rules

• Roles can be deleted only when no user is assigned. If a user is assigned, move them first.
• Role IDs remain unchanged after renaming; only the display name changes.
• Currently, there is no way to delete a role that is assigned to a user.

Renaming Logic After Deletion

If:

• 1 role is left: User
• 2 roles are left: Manager and User
• 3 roles are left: Executive, Manager, and User

Example

If a Partner account has 3 roles and Manager is deleted, the Executive role is renamed Manager. The former Executive now functions as Manager.