Manage signup request for portal user
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By default in odoo, when you fill sign up form and then odoo create portal user inside system, but for enterprise system or some application, they charge based on user services so it is not suitable to create user in just filling form but we have to authenticate user request that this sign up requst is generic or not and based on that we have to create user.
So for this purpose, the Website Portal User Request application allows you these all features like manage user signup request and authenticate that request. In that when user sign up then the request is generated as a lead in CRM module and from this, sales team authenticate request and based on that perform appropriate action like accept signup request or refuse. If accept then they need to create portal user based on given detail.
First of all go to Settings > General Settings, in that go to Portal Access portion, in that select Allow external users to signup to enable sign up option in website.
After configuration, to create new account just go to Sign in and in that click on Don't have an account?
By clicking Don't have an account? link you will redirect to following screen. In that you have to fill details like Name, Email, Phone number and your company and click Send to make portal user request.
And you will get confirmation message on this, if your data are corrects.
When you send request then the system checks that:
1) using given name and email, is there any partner exists or not as a person if not, then create new and
2) Also check that based on given company name, is there any partner available as a company or not, if not then create new partner as a company
Actually when you send request then it goes to crm module in the form of lead and the sales team authenticate request based on filled information.
If user has submit twise request/more then one time and request is sended but not authenticated still then system gives alert message that "We will contact you shortly.."
If user has submit twise request/more then one time and request is sended and authenticated successfully then system gives alert message that "You are already member and login to continue..."
When system accept portal user request from helpdesk then they need to create user manualy and send confirmation mail and send credential to that user.
Based on Sign up request, system automatically create company and in that create user in contacts. In that the user is belongs to that company
You can see the coming request to crm module with title New Portal user request from here sales team authenticate that request and create user from this contact details and communicate using that email.
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