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Portal Management

by
Odoo

$ 352.02

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 4994
Technical Name fal_portal_management
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-usc-0013-portal-management-6232
Versions 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 4994
Technical Name fal_portal_management
LicenseOPL-1
Websitehttps://www.cluedoo.com/shop/lic-clu-set-usc-0013-portal-management-6232
Versions 18.0

​ ​ ​

ODOO'S FUNCTION

Odoo doesn't allow us to grant specific permissions to portal users to perform actions in quotations


CLUEDOO'S FUNCTION

Cluedoo empowers your quotation workflow by extending customizable access rights to portal users, introducing:

1️⃣ Granular Access Control: Assign precise read, write, and create permissions to portal users, giving them controlled access to quotation fields.

2️⃣ Full Field Interaction: Portal users can update and manage every field in the quotation based on the rights granted, reducing bottlenecks and improving collaboration.

1. Create portal user account

Go to Setting > User & Companies > User Choose New: Input name, email address, User types: choose Portal then Save








Guide To Setting Up Each Field

1.Contact

1.1. Access Right

Click on Add a line > Search for the access right named res_partner group_portal (with the model is Contact , and Group is User types/Portal ) > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up




Note from v19: User types/Portal becomes Role/Portal

1.2. Dialog Field

Move to Dialog Field Tab > We can create fields or select existing ones which we want to appear in the pop-up where portal users create new objects

Available fields:

  • Email
  • Address
  • Phone
  • Mobile
  • VAT
​

2. Pricelist

Click on Add a line > Click on New > Checkout following the below steps:

- Fill in the Name field

EX: I enter "Pricelist"

- Search for Model: Pricelist

- Search for Group : User types/ Portal

- Make sure the Active button is checked

- Grant different permissions

> Save

Note : Before creating a new access right for this selection field, we should check whether it has already been created or not. If it exists, select the existing one; otherwise, follow the above steps

Note from v19: User types/Portal becomes Role/Portal

3. Payment Term

Click on Add a line > Click on New > Check out following the below steps:

- Fill in the Name field

EX: I enter "Payment Term"

- Search for Model: Payment Terms

- Search for Group : User types/ Portal

- Make sure the Active button is checked

- Grant different permissions

> Save

Note: Before creating a new access right for this selection field, we should check whether it has already been created or not. If it exists, select the existing one; otherwise, follow the above steps

Note from v19: User types/Portal becomes Role/Portal

4. Customer Reference

Click on Add a line > Search for the access right named sale.order.portal > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

5. Delivery Date

Click on Add a line > Search for the access right named fal_access_sale_order > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

From v19 : For Delivery Address & Invoice Address

  • Settings > Users & Companies > Groups
  • Search Delivery Address group > add portal users in this group

6. Invoice Address

Click on Add a line > Search for the access right named fal_access_sale_order > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up


7. Delivery Address

Click on Add a line > Search for the access right named fal_access_sale_order > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up


Note:

If each portal group needs different permissions, they must use different access rights.

If we use the same access right, all groups will have the same permissions.

Example : Delivery Address, Invoice Address, and Customer Reference all use fal_access_sale_order , so they have the same access.

To give them different access, we must create or select a new access right and assign it to the correct model and Portal Role 





Odoo Proprietary License v1.0

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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
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LGPL, MIT, or proprietary licenses similar to this one).

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