987aef16ec
closes odoo/documentation#3634
X-original-commit: d690314ba5
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
66 lines
2.6 KiB
ReStructuredText
66 lines
2.6 KiB
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=============
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Portal access
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=============
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Portal access is given to users who need the ability to view certain documents or information
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within an Odoo database.
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Some common use cases for providing portal access include allowing customers to read/view any or
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all of the following in Odoo:
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- leads/opportunities
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- quotations/sales orders
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- purchase orders
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- invoices & bills
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- projects
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- tasks
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- timesheets
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- tickets
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- signatures
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- subscriptions
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.. note::
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Portal users only have read/view access, and will not be able to edit any documents in the
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database.
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Provide portal access to customers
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==================================
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From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not
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yet created in the database, click on the :guilabel:`Create` button, enter the details of the
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contact, and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on
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the :guilabel:`Action` drop-down menu located at the top-center of the interface.
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.. image:: portal/grant-portal-access.png
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:align: center
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:alt: Use the Contacts application to give portal access to users
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Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields:
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- :guilabel:`Contact`: the recorded name of the contact in the Odoo database
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- :guilabel:`Email`: the contact's email address that they will use to log into the portal
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- :guilabel:`In Portal`: whether or not the user has portal access
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To grant portal access, first enter the contact's :guilabel:`Email` they will use to log into the
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portal. Then, check the box under the :guilabel:`In Portal` column. Optionally, add text to the
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invitation message the contact will receive. Then click :guilabel:`Apply` to finish.
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.. image:: portal/add-contact-to-portal.png
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:align: center
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:alt: An email address and corresponding checkbox for the contact need to be filled in before
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sending a portal invitation.
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An email will be sent to the specified email address, indicating that the contact is now a portal
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user for that Odoo database.
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.. tip::
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To grant portal access to multiple users at once, navigate to a company contact, then click
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:menuselection:`Action --> Grant portal access` to view a list of all of the company's related
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contacts. Check the box under the :guilabel:`In Portal` column for all the contacts that need
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portal access, then click :guilabel:`Apply`.
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.. note::
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At any time, portal access can be revoked by navigating to the contact, clicking
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:menuselection:`Action --> Grant portal access`, and then unselecting the checkbox under the
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:guilabel:`In Portal` column and clicking :guilabel:`Apply`.
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