When you create a new Portal Account, the owner of that account is automatically given the Salesforce CRM Content User role in your Salesforce org. However, if the owner of the portal accounts changes, they will no longer have any roles in Salesforce and will not be able to access any content.
There are two ways to resolve this issue:
1. Assign the new owner of the Portal Account a role in Salesforce.
2. Change the ownership of the Portal Account to a user who already has a role in Salesforce.
Option 1: Assign the New Owner of the Portal Account a Role in Salesforce
If you want the new owner of the Portal Account to be able to access Salesforce content, you will need to assign them a role in Salesforce. To do this, follow these steps:
1. Log into your Salesforce org as an administrator.
2. From the top-level navigation, go to Setup.
3. In the Quick Find box, type Users and then select Users under Manage Users.
4. Click on the name of the user who is the new owner of the Portal Account.
5. Scroll down to the User Role section and click Edit next to User Role.
6. Select a role for the user from the drop-down menu and click save.
The user will now be able to access Salesforce content through their Portal Account.
Option 2: Change the Ownership of the Portal Account to a User Who Already Has a Role in Salesforce
If you do not want to assign a role to the new owner of the Portal Account, you can change the ownership of the account to a user who already has a role in Salesforce. To do this, follow these steps:
1. Log into your Salesforce org as an administrator.
2. From the top-level navigation, go to Setup.
3. In the Quick Find box, type Accounts and then select Accounts under Manage Users.
4. Click on the name of the Portal Account that you want to change the ownership of.
5. In the Details section, click Edit next to Owner.
6. Select a new owner for the account from the drop-down menu and click Save.
The new owner of the Portal Account will now be able to access Salesforce content through the account.
If you see the error “Portal Account Owner Has No Role” when trying to login to a Salesforce Customer/Partner Portal, it means that the owner of the Portal Account doesn’t have any roles assigned in Salesforce. This can happen if the portal is set up with an Administrator user who doesn’t have any roles assigned, or if the portal owner’s roles have been deleted.
To fix this, you will need to login to Salesforce as an Administrator and assign a role to the Portal Account Owner.
1. Login to Salesforce as an Administrator
2. Go to Setup -> Users -> Profiles
3. Find the profile of the Portal Account Owner and click Edit
4. Scroll down to the “Enabled Customer Portal User” section and check the box next to “Has Account Owner Role”
5. Save the profile
6. The Portal Account Owner should now be able to login to the Customer/Partner Portal. If they are still having issues, have them try clearing their browser cache.
FAQs:
Q: I’m getting the “Portal Account Owner Has No Role” error when I try to login to my Portal. How do I fix this?
A: To fix this, you will need to login to Salesforce as an Administrator and assign a role to the Portal Account Owner.
1. Login to Salesforce as an Administrator
2. Go to Setup -> Users -> Profiles
3. Find the profile of the Portal Account Owner and click Edit
4. Scroll down to the “Enabled Customer Portal User” section and check the box next to “Has Account Owner Role”
5. Save the profile
6. The Portal Account Owner should now be able to login to the Customer/Partner Portal. If they are still having issues, have them try clearing their browser cache.
Conclusion:
If you see the error “Portal Account Owner Has No Role” when trying to login to a Salesforce Customer/Partner Portal, it means that the owner of the Portal Account doesn’t have any roles assigned in Salesforce. This can happen if the portal is set up with an Administrator user who doesn’t have any roles assigned, or if the portal owner’s roles have been deleted.
