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By: Saritha

How to enable portal access in odoo?

Portal user
> Portal user is a user who is generally external to the organization such as customers/clients. We can give Odoo portal access to those users so that they will get access to information that is related to them. 
 
> A portal user has only read/view access, they will not be able to edit any document in the system. A portal defines a specific user menu and access rights for its members. This menu can be seen by portal members, public users and any other user that have the access to technical features (e.g. the administrator). Also, each portal member is linked to a specific partner.

How to enable portal access?
You have to activate portal access option from Settings > General Settings.


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By activating the customer portal,when you send a document to a customer (quotation, invoice), your customer will be able to signup to get all his documents, read the company news, check his projects, etc.

How to give portal access to a customer?

Go to Apps > Contacts Directory.


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> Check whether this module is installed or not.If not, install it by clicking on the install button.
> After installation, create a new contact or select an existing contact from the list.
> If the contact is not yet created in the system, click on the create button to create a new contact. Enter details of the contact and click "save".


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Choose a contact, click on the Action menu in the top-center of the user interface and from the drop-down, select Portal Access Management. A pop-up window will appear..

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> Enter the login Email ID, click the box under In Portal and add the content to be included in the email in the text box. Click on Apply when you're done.
> An email will be sent to the specified email address, indicating that the contact is now a portal user of the respective instance. 




Comments

3

This text is worth everyone's attention. When can I find out more?


This text is worth everyone's attention. When can I find out more?


Portal access is good feature. it seems suitable to a large scale company.




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