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Error "Portal Account Owner has No Role" on Customer User Activation

Дата публикации: Sep 27, 2024
Описание

When trying to ‘Enable Customer User’ you may sometimes get the following error message: “Portal Account Owner has No Role.” This error means that the Account Owner where the Contact Record is associated doesn’t have an assigned role. 

Решение


The most common solution to resolve the “Portal Account Owner has No Role” error message when enabling a Customer User, is to make sure to assign a role to the owner of the Account where the user is associated.  For example, the new user is associated with account "ABC", but ABC's account owner has no role assigned.

Steps to assign a Role to the Account Owner from the Contact record page

  1. Go to the Account record where the Contact is related.
  2. Click the name on the Account Owner.
  3. Click User Details button.
  4. Click Edit.
  5. Select a role.
  6. Click Save.
 

Steps to assign a Role from Setup

  1. Navigate to Users from Setup
In Salesforce Classic: Setup | Manage Users | Users
In Lightning Experience: Setup | User | Users
 
  1. Look for the name of the Account Owner
  2. Click Edit, then select a role.
  3. Click Save.

Note: Please review this article to ensure the user running the Flow or code has a role; Error 'Portal account owner must have a role' when you enable an External User.

Дополнительные ресурсы

Trailblazer Community:

Role Field Unavailable When Creating a Partner User

Role Field not Available to a Community User

Номер статьи базы знаний

000389462

 
Загрузка
Salesforce Help | Article