When a Portal User account's corresponding Contact record in Salesforce is deleted, the user is prevented from logging in for security reasons. Often, a Contact Record is deleted by mistake during the process of removing duplicate records.
In the past, the portal user in Magentrix would be disabled, but we have since updated this so that when the user attempts to log in, they are presented with an error message “Your account may be temporarily disabled, please contact the administrator”.
Part 1 - Reactivating User:
To reactivate this user, you may need to first create a new contact record for them if the record was deleted.
- Navigate to the Contact tab (you may need to navigate to an app that has the Contact tab).
- Search for the Contact by name, and if they are present skip to Part 2. If the Contact is not present, proceed to step 3.
- Click New. Fill in the required information and then click Save.
Part 2 - Associate the Portal User account with the Contact record:
- Navigate to Setup Home page > Security > Manage Users. Use the Search Bar to locate the user and click on the user’s name, then click Edit.
Under User Information, select the Contact Record you just created through the Contact lookup field.
If there is no Contact field:
Click Edit Layout in the top right. Under Fields on the left, drag the Contact field into the User Information section of the layout and then click Save & Close.