I cannot change or delete a portal type in the vault

Symptom

In Accounting › Configure › Credentials vault › Portal types, the Code of a type cannot be changed, or Archive and Delete are refused.

Message

Copied from the screen, with the administrator profile, on a type with one entry in the vault, under ⋮:

• When you click Archive and confirm:

  “This portal type still has entries or permissions in the vault, so it cannot be archived. Delete or move them first.”

• When you click Delete and confirm:

  “This portal type still has entries or permissions in the vault, so it cannot be deleted. Delete or move them first.”

On screen, the Code of a type with entries is read-only and there is no message. Whoever changes the type through an integration receives this refusal, which came from a direct call:

“The code of a portal type cannot change while entries or permissions use it. Create a new type with the new code and move the entries to it.”

Verified causes

• The type has entries in the vault. The Entries column of the list shows it. If the type changed or disappeared, those entries would be left without a portal.
• The type has permissions. The refusal is the same, even without entries. Pending validation on screen: this case.

What to check

1. The Entries column in Portal types.
2. Whether you really need to change the code: Portal, Sign-in address and Sequence do not depend on it.

How to fix it

Who does it: the administrator.

1. In Portal types, click New and fill in Portal and the new Code.
2. On each vault entry, choose the new type in the Portal field, or delete the one you no longer need. Do the same with the permissions. See How to store portal passwords in the credentials vault.
3. Go back to the old type and click ⋮ › Archive or ⋮ › Delete. After moving the entry, confirm Delete and the type leaves the list.

Expected result

The old type disappears from the list, and the Entries column of the new type counts the moved entries.

When to contact support

• The Entries column shows zero, there are no permissions and the refusal still appears.

Information to send

Follow How to ask support for help and what information to send, with the name of the portal type, without any password.