39 lines
1.1 KiB
ReStructuredText
39 lines
1.1 KiB
ReStructuredText
=================================================
|
|
How customers can access their customer account
|
|
=================================================
|
|
|
|
It has never been so easy for your customers to access their
|
|
customer account. Forget endless signup forms,
|
|
Odoo makes it as easy as ABC.
|
|
They are suggested to sign up (name, email, password) when the order
|
|
is placed, and not before.
|
|
Indeed, nothing is more annoying than going through a signup process
|
|
before buying something.
|
|
|
|
Sign up
|
|
=======
|
|
|
|
The invitation to sign up shows up when the customer wants to visualize
|
|
the order from order confirmation email.
|
|
|
|
.. image:: ./media/portal_odoo_signup.png
|
|
:align: center
|
|
|
|
Customer account
|
|
================
|
|
|
|
Once logged in the customer will access the account by clicking *My Account*
|
|
in the login dropdown menu.
|
|
|
|
.. image:: ./media/portal_link.png
|
|
:align: center
|
|
|
|
THere they find all their history. The main address (billing) can also be modified.
|
|
|
|
.. image:: ./media/portal_menu.png
|
|
:align: center
|
|
|
|
.. note::
|
|
If the customer is set as a contact of a company in your address book,
|
|
they will see all the documents whose the customer belongs to this company.
|