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Customized Portal Dashboard and Access Controls

by
Odoo

20.95

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Discuss (mail)
Lines of code 96
Technical Name portal_access_controls
Versions 16.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Discuss (mail)
Lines of code 96
Technical Name portal_access_controls
Versions 16.0 18.0
Portal Document Access Icon

Portal Document Access Management

Manage and Secure Document Access for Portal Users in Odoo

Overview

This Odoo module allows you to securely manage which documents your portal users (customers, vendors, employees) can view, download, and manage, ensuring confidentiality and compliance in your document management workflows.

Key Features

  • Securely control portal user access to documents and files
  • Grant or restrict downloads and views on a per-user or per-document basis
  • Track access history and downloads for audit and compliance
  • Integrated with the Odoo Documents and Portal apps seamlessly
  • Supports multiple companies and multi-language environments

How to Use

  1. Install the module via the Apps menu in Odoo.
  2. Navigate to Documents → Configuration → Portal Document Access.
  3. Select documents and assign access permissions to portal users or groups.
  4. Portal users will see only documents they have been granted access to under their portal view.
  5. Admins can view logs of document access for transparency and security.

Screenshots

Portal Document Access List View
Portal Document Access Configuration

Support

For setup assistance, feature enhancements, or custom integrations, contact joshdevv0106@gmail.com.

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