20.20

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Required Apps CRM (crm)
Website Builder (website)
Lines of code 123
Technical Name jt_website_portal_user_request
LicenseAGPL-3
Websitehttp://www.jupical.com
Also available in version v 12.0 v 11.0 v 13.0 v 10.0
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Required Apps CRM (crm)
Website Builder (website)
Lines of code 123
Technical Name jt_website_portal_user_request
LicenseAGPL-3
Websitehttp://www.jupical.com
Also available in version v 12.0 v 11.0 v 13.0 v 10.0

Website Portal User Request

Manage signup request for portal user

This module has been tested in Enterprise Version 9.

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 ticket in helpdesk module and from this, helpdesk 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.

Complete process for configuration and functionality explained below.

First of all go to Settings > General Settings, in that go to Users portion, in that select Free sign up (B2C) from Customer Account 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 helpdesk module in the form of ticket and the helpdesk 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 helpdesk module with title New Portal user request from here helpdesk team authenticate that request and create user from this contact details and communicate using that email.



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We offer free support of 1 hour if you are facing any issue with installation or setup. We make assure you are settting up with correct envirnment that our application support. We always welcome new changes/request be launch on the next revision of the applicaiton.

Note: We are not responsible if you're any existing custom module conflict with application.
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