49 lines
1.5 KiB
ReStructuredText
49 lines
1.5 KiB
ReStructuredText
=================================================
|
|
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, a long term client who needs to view online quotations.
|
|
|
|
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.
|