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Aurélien Laval Bad roles for Customer Portal's users
Hello, I've created a customer portal and 2 users which use 2 different custom profiles (cloned from "Customer Portal Manager Custom" profile).
For my profiles, I've created 2 different roles in the same branch (for the hierarchy).
But, when, I see the roles of my 2 contacts, they are different and I can't choose them I want, they have a "Customer Portal Manager Custom" licence, how can I attribute them, the roles I created?
Thanks for your answers and sorry for my language.
Hi Aurélien,
Note: Person accounts enabled as Customer Portal users are automatically assigned the Person Account role, which
you cannot change. Person accounts are automatically assigned to this role because they include a single user, so
multiple roles are not necessary for their account. Furthermore, all person accounts owned by the same user are
assigned the same role.
Pg# 37: http://na1.salesforce.com/help/pdfs/en/salesforce_customer_portal_implementation_guide.pdf
Regards,
Ashish
Hi Aurélien,
Alsom see the link: Customer Portal Role Hierarchy:
When you enable a Customer Portal on an account, the system creates a role hierarchy for the account’s portal users. The portal roles are unique for each account and include the account’s name—or example, “Account A Customer User.” In your organization’s overall role hierarchy, this account-specific hierarchy is directly below the account owner.
- Executive—for contacts
- Manager—for contacts
- User—for contacts
- Person Account—for person accounts
https://help.salesforce.com/apex/HTViewHelpDoc?id=customer_portal_manage_users.htm&language=en