39 lines
1.2 KiB
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39 lines
1.2 KiB
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==========================================
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How customers can access their portal
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It has never been so easy for your customers to access their documents
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through a portal. Forget endless signup forms, Odoo makes it as easy as
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ABC. With eCommerce and Online Quotation apps, your customers are requested
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to create a portal account (name, email, password only) from the very first
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order confirmation or online quotation email they get from you.
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Sign up
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When clicking the link in the email or when clicking *Sign up* in the checkout
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process, your customer is directed to the *Sign up* page.
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.. image:: ./media/portal_odoo_signup.png
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:align: center
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Customer account
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================
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Once logged in the customer will access his account by clicking *My Account*
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in the login dropdown menu.
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.. image:: ./media/portal_link.png
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:align: center
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From the portal menu all the customer history can be reviewed. The main address
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(billing) can also be modified.
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.. image:: ./media/portal_menu.png
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:align: center
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.. note::
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If a portal user is a contact of a company (*Company* field set in customer
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detail form), this last will see all the documents of the company and all
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its other contacts through the portal.
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