175 lines
7.0 KiB
Markdown
175 lines
7.0 KiB
Markdown
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# Portal access
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(portal-main)=
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Portal access is given to users who need the ability to view certain documents or information within
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an Odoo database.
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Some common use cases for providing portal access include allowing customers to read/view any or all
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of the following in Odoo:
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- leads/opportunities
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- quotations/sales orders
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- purchase orders
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- invoices & bills
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- projects
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- tasks
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- timesheets
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- tickets
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- signatures
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- subscriptions
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:::{note}
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Portal users only have read/view access, and will not be able to edit any documents in the
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database.
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:::
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(id1)=
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## Provide portal access to customers
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From the main Odoo dashboard, select the {guilabel}`Contacts` application. If the contact is not yet
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created in the database, click on the {guilabel}`Create` button, enter the details of the contact,
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and then click {guilabel}`Save`. Otherwise, choose an existing contact, and then click on the
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{guilabel}`Action` drop-down menu located at the top-center of the interface.
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```{image} portal/grant-portal-access.png
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:align: center
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:alt: Use the Contacts application to give portal access to users.
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```
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Then select {guilabel}`Grant portal access`. A pop-up window appears, listing three fields:
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- {guilabel}`Contact`: the recorded name of the contact in the Odoo database
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- {guilabel}`Email`: the contact's email address that they will use to log into the portal
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- {guilabel}`In Portal`: whether or not the user has portal access
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To grant portal access, first enter the contact's {guilabel}`Email` they will use to log into the
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portal. Then, check the box under the {guilabel}`In Portal` column. Optionally, add text to the
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invitation message the contact will receive. Then click {guilabel}`Apply` to finish.
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```{image} portal/add-contact-to-portal.png
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:align: center
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:alt: |-
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: An email address and corresponding checkbox for the contact need to be filled in before
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: sending a portal invitation.
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```
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An email will be sent to the specified email address, indicating that the contact is now a portal
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user for that Odoo database.
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:::{tip}
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To grant portal access to multiple users at once, navigate to a company contact, then click
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{menuselection}`Action --> Grant portal access` to view a list of all of the company's related
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contacts. Check the box under the {guilabel}`In Portal` column for all the contacts that need
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portal access, then click {guilabel}`Apply`.
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:::
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:::{note}
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At any time, portal access can be revoked by navigating to the contact, clicking
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{menuselection}`Action --> Grant portal access`, and then unselecting the checkbox under the
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{guilabel}`In Portal` column and clicking {guilabel}`Apply`.
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:::
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(portal-login)=
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## Change portal username
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There may be times when a portal user wants to change their user login. This can be done by any user
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in the database with administrator access rights. The following process outlines the necessary steps
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to change the portal user login.
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:::{seealso}
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{doc}`See the documentation on setting access rights
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</applications/general/users/access_rights>`.
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:::
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First, navigate to {menuselection}`Settings app --> Users`. Then, under {guilabel}`Filters`, select
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{guilabel}`Portal Users`, or select {guilabel}`Add Custom Filter` and set the following
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configuration {guilabel}`Groups` > {guilabel}`contains` > `portal`. After making this selection,
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search for (and open) the portal user that needs to be edited.
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Next, click {guilabel}`Edit` (if necessary), click into the {guilabel}`Email Address` field, and
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proceed to make any necessary changes to this field. The {guilabel}`Email Address` field is used to
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log into the Odoo portal.
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:::{note}
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Changing the {guilabel}`Email Address` (or login) only changes the *username* on the customer's
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portal login.
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In order to change the contact email, this change needs to take place on the contact template in
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the *Contacts* app. Alternatively, the customer can change their email directly from the portal,
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but the login **cannot** be changed. {ref}`See change customer info <portal/custinfo>`.
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:::
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## Customer portal changes
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There may be times when the customer would like to make changes to their contact information,
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password/security, or payment information attached to the portal account. This can be performed by
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the customer from their portal. The following process is how a customer can change their contact
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information.
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(portal-custinfo)=
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### Change customer info
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in. Portal documents from the
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various installed Odoo applications will appear with the number count of each.
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:::{seealso}
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{ref}`Portal access documentation <portal/main>`.
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:::
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Next, navigate to the upper-right corner of the portal, and click the {guilabel}`Edit` button, next
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to the {guilabel}`Details` section. Then, change the pertinent information, and click
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{guilabel}`Confirm`.
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### Change password
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in.
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If the customer would like to change their password for portal access, click on the {guilabel}`Edit
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Security Settings` link, below the {guilabel}`Account Security` section. Then, make the necessary
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changes, by typing in the current {guilabel}`Password`, {guilabel}`New Password`, and verify the new
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password. Lastly, click on {guilabel}`Change Password` to complete the password change.
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:::{note}
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If a customer would like to change the login, as documented above, contact the Odoo database
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point-of-contact. {ref}`See above documentation on changing the portal username <portal/login>`.
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:::
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:::{note}
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Passwords for portal users and Odoo.com users remain separate, even if the same email address is
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used.
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:::
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### Add two-factor authentication
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in.
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If the customer would like to turn on two-factor authentication (2FA) for portal access, click on
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the {guilabel}`Edit Security Settings` link, below the {guilabel}`Account Security` section.
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Click on {guilabel}`Enable two-factor authentication` to turn on {abbr}`2FA (two-factor
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authentication)`. Confirm the current portal password in the {guilabel}`Password` field. Then, click
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on {guilabel}`Confirm Password`. Next, activate {abbr}`2FA (two-factor authentication)` in a
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{abbr}`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the
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{guilabel}`QR code` or entering a {guilabel}`Verification Code`.
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Finally, click {guilabel}`Enable two-factor authentication` to complete the setup.
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(users-portal-payment-methods)=
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### Change payment info
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in.
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If the customer would like to manage payment options, navigate to the {guilabel}`Manage payment
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methods` in the menu on the right. Then, add the new payment information, and select {guilabel}`Add
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new card`.
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