[ADD] ecommerce: How your customers can access their portal

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Frédéric Gilson 2016-09-21 15:09:35 +02:00 committed by Yannick Tivisse
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==========================================
How your customers can access their portal
==========================================
It has never been so easy for your customers to access their documents
through a portal. Forget endless signup forms, Odoo makes it as easy as
ABC. With eCommerce and Online Quotation apps, your customers are requested
to create a portal account (name, email, password only) from the very first
order confirmation or online quotation email they get from you.
Sign up
=======
When clicking the link in the email or when clicking *Sign up* in the checkout
process, your customer is directed to the *Sign up* page.
.. image:: ./media/portal_odoo_signup.png
:align: center
Customer account
================
Once logged in the customer will access his account by clicking *My Account*
in the login dropdown menu.
.. image:: ./media/portal_link.png
:align: center
From the portal menu all the customer history can be reviewed. The main address
(billing) can also be modified.
.. image:: ./media/portal_menu.png
:align: center
.. note::
If a portal user is a contact of a company (*Company* field set in customer
detail form), this last will see all the documents of the company and all
its other contacts through the portal.