diff --git a/content/applications/sales/sales/advanced/portal.rst b/content/applications/sales/sales/advanced/portal.rst index 9b40c31c4..6e96aeb30 100644 --- a/content/applications/sales/sales/advanced/portal.rst +++ b/content/applications/sales/sales/advanced/portal.rst @@ -1,48 +1,64 @@ -================================================= -How to give portal access rights to my customers? -================================================= +------------- +Portal access +------------- -What is Portal access/Who is a portal user? -============================================ +Portal access is given to users who need the ability to view certain documents or information +within an Odoo database. -A portal access is given to a user who has the necessity to have access -to Odoo instance, to view certain documents or information in the -system. +Some common use cases for providing portal access include allowing customers to read/view any or +all of the following in Odoo: -For Example, a long term client who needs to view online quotations. +- leads/opportunities +- quotations/sales orders +- purchase orders +- invoices & bills +- projects +- tasks +- timesheets +- tickets +- signatures +- subscriptions -A portal user has only read/view access. He or she will not be able to -edit any document in the system. +.. note:: + Portal users only have read/view access, and will not be able to edit any documents in the + database. -How to give portal access to customers? -======================================= +Provide portal access to customers +---------------------------------- +From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not +yet created in the database, click on the :guilabel:`Create` button, enter the details of the +contact, and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on +the :guilabel:`Action` drop-down menu located at the top-center of the interface. -From Contacts Module --------------------- +.. image:: portal/grant-portal-access.png + :align: center + :alt: Use the Contacts application to give portal access to users -From the main menu, select **Contacts** menu. If the contact is not -yet created in the system, click on the create button to create -new contact. Enter details of the contact and click "save". +Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields: -.. image:: portal/portal01.png - :align: center +- :guilabel:`Contact`: the recorded name of the contact in the Odoo database +- :guilabel:`Email`: the contact's email address that they will use to log into the portal +- :guilabel:`In Portal`: whether or not the user has portal access -.. image:: portal/portal02.png - :align: center +To grant portal access, first enter the contact's :guilabel:`Email` they will use to log into the +portal. Then, check the box under the :guilabel:`In Portal` column. Optionally, add text to the +invitation message the contact will receive. Then click :guilabel:`Apply` to finish. -Choose a contact, click on the **Action** menu in the top-center of -the interface and from the drop down. +.. image:: portal/add-contact-to-portal.png + :align: center + :alt: An email address and corresponding checkbox for the contact need to be filled in before + sending a portal invitation. -Select **Portal Access Management**. A pop up window appears. +An email will be sent to the specified email address, indicating that the contact is now a portal +user for that Odoo database. -.. image:: portal/portal03.png - :align: center +.. tip:: + To grant portal access to multiple users at once, navigate to a company contact, then click + :menuselection:`Action --> Grant portal access` to view a list of all of the company's related + contacts. Check the box under the :guilabel:`In Portal` column for all the contacts that need + portal access, then click :guilabel:`Apply`. -Enter the login **email ID**, check the box under **In Portal** and -add the content to be included in the email in the text field box below. Click on **Apply** when you're done. - -.. image:: portal/portal04.png - :align: center - -An email will be sent to the specified email address, indicating that -the contact is now a portal user of the respective instance. +.. note:: + At any time, portal access can be revoked by navigating to the contact, clicking + :menuselection:`Action --> Grant portal access`, and then unselecting the checkbox under the + :guilabel:`In Portal` column and clicking :guilabel:`Apply`. diff --git a/content/applications/sales/sales/advanced/portal/add-contact-to-portal.png b/content/applications/sales/sales/advanced/portal/add-contact-to-portal.png new file mode 100644 index 000000000..5ff41aa5f Binary files /dev/null and b/content/applications/sales/sales/advanced/portal/add-contact-to-portal.png differ diff --git a/content/applications/sales/sales/advanced/portal/grant-portal-access.png b/content/applications/sales/sales/advanced/portal/grant-portal-access.png new file mode 100644 index 000000000..8e3374c3b Binary files /dev/null and b/content/applications/sales/sales/advanced/portal/grant-portal-access.png differ diff --git a/content/applications/sales/sales/advanced/portal/portal01.png b/content/applications/sales/sales/advanced/portal/portal01.png deleted file mode 100644 index a112b9f1a..000000000 Binary files a/content/applications/sales/sales/advanced/portal/portal01.png and /dev/null differ diff --git a/content/applications/sales/sales/advanced/portal/portal02.png b/content/applications/sales/sales/advanced/portal/portal02.png deleted file mode 100644 index 0e19d8acd..000000000 Binary files a/content/applications/sales/sales/advanced/portal/portal02.png and /dev/null differ diff --git a/content/applications/sales/sales/advanced/portal/portal03.png b/content/applications/sales/sales/advanced/portal/portal03.png deleted file mode 100644 index 42283984d..000000000 Binary files a/content/applications/sales/sales/advanced/portal/portal03.png and /dev/null differ diff --git a/content/applications/sales/sales/advanced/portal/portal04.png b/content/applications/sales/sales/advanced/portal/portal04.png deleted file mode 100644 index db7a29d65..000000000 Binary files a/content/applications/sales/sales/advanced/portal/portal04.png and /dev/null differ