User Dynamic Management
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-usc-0012-user-dynamic-management-6406$ 351.54
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
Discuss (mail)
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| Community Apps Dependencies | Show |
| Lines of code | 901 |
| Technical Name |
fal_portal_user_internal_switch |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-usc-0012-user-dynamic-management-6406 |
| Versions | 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 901 |
| Technical Name |
fal_portal_user_internal_switch |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-usc-0012-user-dynamic-management-6406 |
| Versions | 19.0 |
- Access Right Template ( fal_access_right_template_auto_creation )
ODOO'S FUNCTION
Odoo’s current design does not support dynamically switching between internal user roles and portal user roles. Once a user is defined as either an internal user or a portal user, this role assignment remains fixed and cannot be changed seamlessly, which limits flexibility when managing users who may need different levels of access at different times.
CLUEDOO'S FUNCTION
Cluedoo improves Odoo by allowing portal users to get temporary internal access in a simple and secure way:
1️⃣ A portal user submits a Full User Request .
2️⃣ The system switches the user from portal to internal access.
3️⃣ The internal access is granted for a predefined time period .
4️⃣ Once the time period ends, the user is automatically reverted back to portal status.
This approach keeps access flexible, controlled, and easy to manage without manual intervention.
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1. Settings > Users > Create an internal user > Set up access right and groups for internal users switching from portal. Archive user, this user is used for template purpose only. If you prefer not to configure individual access rights for internal users switching from the portal, you can use the default template named Template for Internal from Portal , which allows you to assign the same access rights to all such users. |
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2. Settings > Users > Choose portal user > Assign Template for Switch to Internal for users when they switch to internal. In this case, our template is Template A. If you don't assign template for user, default template Template for Internal from Portal will be automatically assign for this user.
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3. Tick on
Allow Portal Access Internal
and
Enable idle time
to give portal user access right of internal user.
Set the
Idle Time
to define after how many minutes of inactivity in the internal environment the user will be automatically switched back to the portal account.
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4. When
Allow Portal Access
was chosen, on portal, there is a
Switch to Internal User
button to allow user to switch to internal system.
Otherwise, if users log out from internal system, it will automatically go back to portal user.
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5. There will be idle time in the upper right corner. If you do not have any movement or activity on this page, it will automatically go back to portal user. |
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6. If you want to set
maximum number
of portal user can switch to internal in a specific time
Settings
>
General Settings
> Set up
Max Portal User Can Login
and
Time limit
Time limit case
:
Time limit = 2 minutes
Max portal user = 1
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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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