[ADD] sale: How to give portal access rights to my customers?

https://docs.google.com/document/d/1KQxiFK6U7Qm6Zg4aTdB-GCnhtC_0yelYdAD9ai1f29o/edit
This commit is contained in:
Yannick Tivisse 2016-03-18 16:02:56 +01:00
parent 754699a30a
commit 6c25af3279
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@ -11,4 +11,5 @@ Sales
sales/quotation
sales/invoicing
sales/products_prices
sales/sale_ebay
sales/sale_ebay
sales/advanced

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@ -5,3 +5,4 @@ Advanced Topics
.. toctree::
:titlesonly:
advanced/portal

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=================================================
How to give portal access rights to my customers?
=================================================
=================================================
What is Portal access/Who is a portal user?
============================================
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.
For Example:
1. A long term client who needs to view online quotations.
2. Accounting consultant who needs to keep track of the company's financials.
A portal user has only read/view access. He or she will not be able to
edit any document in the system.
How to give portal access to customers?
=======================================
From Contacts Module
--------------------
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".
.. image:: media/portal01.png
:align: center
.. image:: media/portal02.png
:align: center
Choose a contact, click on the **Action** menu in the top-center of
the interface and from the drop down.
Select **Portal Access Management**. A pop up window appears.
.. image:: media/portal03.png
:align: center
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:: media/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.