Customer Portal Partner Hierarchy

Let portal customers view and manage related contacts in a hierarchical structure.

Developed by 2BIT Digital GmbH — your Swiss Odoo partner for payroll, accounting, eCommerce, manufacturing and custom business solutions.

Overview

Portal users can navigate parent and child contacts from the customer portal and maintain related address records.

The module adds portal routes and templates for viewing, editing, and creating sub-contacts while respecting partner write access rules.

Business Impact

Why You Need This Module

Customers with several locations, departments, or contact persons need a clear way to maintain their own address hierarchy.

Giving portal users controlled access reduces back-office maintenance and keeps customer contact data more current.

Which Problems It Solves

• Customers cannot easily maintain child contacts from the portal
• Back-office users must update simple customer address changes manually
• Parent-child relationships are hard to understand from a flat address list

Key Benefits For Customer Service Teams

• Self-service contact hierarchy in the portal
• Editable related addresses when access allows it
• Clear breadcrumb navigation through parent contacts

How It Works

• Portal users open a related address from the customer portal.
• The page displays breadcrumbs, address fields, address type options, and child contacts.
• Users with write access can update the current contact or create a new child contact.

Screenshots

Portal Partner Detail

Portal Partner Detail documents the related Odoo 18 configuration or operating step for this module.

Portal Partner Hierarchy

Portal Partner Hierarchy documents the related Odoo 18 configuration or operating step for this module.

Manage related contacts in the portal

Portal users can review and maintain child contacts and addresses from a hierarchy-focused page.

Installation

• Mount this module as an Odoo custom addon.
• Update the apps list in Odoo.
• Install the module from the Apps menu.

Dependencies

• Odoo modules: portal, website, partner_firstname
• Python dependencies: none

Need Swiss Odoo Experts?

Whether it's payroll, accounting, or custom development — 2BIT Digital GmbH helps Swiss companies get the most out of Odoo.

Have questions or need customization? Just reach out — we’re happy to help.