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Create Portal User From Contacts
Create Portal User From Contacts simplifies the process of granting portal access to customers, vendors, and other external contacts. Administrators can create a portal account directly from the contact form without navigating through the user configuration menu.The application automatically uses of the contact existing name, email address, profile image, and partner information. A secure creation wizard allows the administrator to define and confirm the initial password before creating the account. Once completed, the generated portal user is linked with the original contact and can be opened through a dedicated smart button.
Features
Screenshots
Support
Service
Features
One Click Portal User Creation
Create a portal account directly from an individual contact by clicking the Create Portal User button. This removes unnecessary navigation and makes portal onboarding faster for administrators.
Secure Credential Configuration
Enter the contact email, password, and password confirmation through a dedicated popup wizard. Password confirmation validation helps prevent portal accounts from being created with incorrectly entered credentials.
Automatic Contact and User Linking
The newly created portal user is automatically linked to the selected contact. Contact details, partner information, email address, and profile image remain connected with the generated user account.
Duplicate Portal Account Prevention
The application checks whether the contact already has an associated user before creating another account. This avoids duplicate portal users and maintains cleaner user and contact records.
Global Enable or Disable Control
Administrators can activate or deactivate the functionality from the INKERP settings area. When disabled, the portal user creation action is hidden from contact records.
Screenshot
1.) Enable Create Portal User From Settings :
Create Portal User From Contacts is enabled by default, but the admin can toggle it on or off via INKERP settings. Disabling it will cause all app features to stop working, while enabling it will restore their functionality.
Navigation : Settings → INKERP
2.) Create a Portal User from a Contact :
Open the Contacts application and select an individual contact with a valid email address. Click the Create Portal User button available at the top of the contact form to begin the account creation process.
3.) Configure Portal User Credentials :
The creation wizard automatically loads the selected contact and email address. Enter the initial password, confirm it, and click Create to generate the portal user with the appropriate portal access rights.
4.) Access the Linked Portal User :
After successful creation, a Portal User smart button appears on the contact record. The chatter also records the portal access activity, helping administrators maintain a clear history of account creation.
5.) Review the Generated Portal Account :
Open the linked user record to verify the name, email address, related partner, and assigned user type. The newly generated account is configured as a portal user and can be managed through the standard user administration interface.
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| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 588 |
| Technical Name |
eg_portal_user_from_contact |
| License | OPL-1 |
| Website | http://www.inkerp.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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