Sales: Portal Access Management


Purpose

This document will walk you through how to grant online access for your clients in the Odoo Sales application. Online portal access will enable your customers to pay their invoices, accept quotations and view sale orders, and access Help Desk tickets. 

Process

To get started, navigate to the Sales application. 

Odoo image and text block

Granting Portal Access

To manage your settings for portal access for your clients, go to configuration > Settings

The settings for online management are in the Pricing section. 

Customer Account: 

  • On invitation: If this is selected, your customers will only be able to sign up for an online account if you invite them. 

  • Free sign up: If this is selected, your customers will be able to sign up for an online account anytime from your website.

Odoo image and text block

Important!

Online account access must be granted at the Contact level in Odoo and all online accounts require a unique email address. If multiple contacts within the same organization need online account access, you must make sure that they have a unique email address on their Contact otherwise you will receive an error when attempting to create a user for them (granting portal access).

To invite your customers to set up their online account, pull up their contact by going to Orders > Customers

Select the customer that you would like to grant access to.

From the Action  menu, select Grant Portal Access

Odoo image and text block

You will see a pop-up window that lists the associated email addresses for this contact and their child contacts, if applicable. From here you can choose the contacts/emails that you want to grant portal access to by selecting the checkbox next to their email under the In Portal option.

Once you've chosen the emails, click apply

Odoo image and text block

Your customer will now receive an email allowing them to set up their online password and access the online portal.