diff --git a/sales.rst b/sales.rst index ccbe9279b..d5f42db15 100644 --- a/sales.rst +++ b/sales.rst @@ -11,4 +11,5 @@ Sales sales/quotation sales/invoicing sales/products_prices - sales/sale_ebay \ No newline at end of file + sales/sale_ebay + sales/advanced \ No newline at end of file diff --git a/sales/advanced.rst b/sales/advanced.rst index 16034f5df..6ba2ac946 100644 --- a/sales/advanced.rst +++ b/sales/advanced.rst @@ -5,3 +5,4 @@ Advanced Topics .. toctree:: :titlesonly: + advanced/portal \ No newline at end of file diff --git a/sales/advanced/media/portal01.png b/sales/advanced/media/portal01.png new file mode 100644 index 000000000..a112b9f1a Binary files /dev/null and b/sales/advanced/media/portal01.png differ diff --git a/sales/advanced/media/portal02.png b/sales/advanced/media/portal02.png new file mode 100644 index 000000000..0e19d8acd Binary files /dev/null and b/sales/advanced/media/portal02.png differ diff --git a/sales/advanced/media/portal03.png b/sales/advanced/media/portal03.png new file mode 100644 index 000000000..42283984d Binary files /dev/null and b/sales/advanced/media/portal03.png differ diff --git a/sales/advanced/media/portal04.png b/sales/advanced/media/portal04.png new file mode 100644 index 000000000..db7a29d65 Binary files /dev/null and b/sales/advanced/media/portal04.png differ diff --git a/sales/advanced/portal.rst b/sales/advanced/portal.rst index baa6c591d..1e776d1ff 100644 --- a/sales/advanced/portal.rst +++ b/sales/advanced/portal.rst @@ -1,3 +1,50 @@ ================================================= How to give portal access rights to my customers? -================================================= \ No newline at end of file +================================================= + +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.