[ADD] sale: How to give portal access rights to my customers?
https://docs.google.com/document/d/1KQxiFK6U7Qm6Zg4aTdB-GCnhtC_0yelYdAD9ai1f29o/edit
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@ -11,4 +11,5 @@ Sales
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sales/quotation
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sales/quotation
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sales/invoicing
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sales/invoicing
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sales/products_prices
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sales/products_prices
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sales/sale_ebay
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sales/sale_ebay
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sales/advanced
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@ -5,3 +5,4 @@ Advanced Topics
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.. toctree::
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.. toctree::
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:titlesonly:
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:titlesonly:
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advanced/portal
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=================================================
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=================================================
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How to give portal access rights to my customers?
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How to give portal access rights to my customers?
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=================================================
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=================================================
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What is Portal access/Who is a portal user?
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============================================
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A portal access is given to a user who has the necessity to have access
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to Odoo instance, to view certain documents or information in the
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system.
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For Example:
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1. A long term client who needs to view online quotations.
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2. Accounting consultant who needs to keep track of the company's financials.
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A portal user has only read/view access. He or she will not be able to
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edit any document in the system.
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How to give portal access to customers?
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=======================================
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From Contacts Module
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--------------------
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From the main menu, select **Contacts** menu. If the contact is not
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yet created in the system, click on the create button to create
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new contact. Enter details of the contact and click "save".
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.. image:: media/portal01.png
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:align: center
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.. image:: media/portal02.png
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:align: center
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Choose a contact, click on the **Action** menu in the top-center of
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the interface and from the drop down.
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Select **Portal Access Management**. A pop up window appears.
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.. image:: media/portal03.png
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:align: center
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Enter the login **email ID**, check the box under **In Portal** and
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add the content to be included in the email in the text field box below. Click on **Apply** when you're done.
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.. image:: media/portal04.png
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:align: center
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An email will be sent to the specified email address, indicating that
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the contact is now a portal user of the respective instance.
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