Skip to Content
Menú
This question has been flagged
2 Respostes
7091 Vistes

I am using Odoo 9 website and I want each customer (res.partner) to be able to view their account data (orders, invoices, etc.) from the website frontend.


As far as I can tell, in order to be able to login to the website, each customer would need their own entry in res.users also... Is this right or am I making this too complicated?


How can I allow my customers access to their accounts on my Odoo website?

Avatar
Descartar
Best Answer

You are describing the Customer portal capability. After a Customer logs in to your website, they click the My Account option from the dropdown menu beside their username:


They then see:


1. Install the Portal app.

2. Click Portal Access Management from the Action menu on the selected Customer from the Customer form view:



Avatar
Descartar
Autor

My understanding of the Portal app is that the customer has access to the Odoo backend. Is their access frontend only? If so, that's exactly what I'm wanting. I just want our customers to have everything served from the website view, independent of Odoo backend design.

There is no backend access to Odoo with the Portal App.

Autor

Ok, I agree this looks like it should work for my goal. However, the previous orders/invoices for my example customer are not visible on the website. Why would this be?

Check that the Customer is a follower of those orders. That's how Customers will be able to view their orders.

Autor

Sure enough that worked - looks like what I'm wanting then! Any suggestions on how to enroll all/many partners at one time?

Best Answer

Do you know about the Portal app of Odoo? Please check this: https://www.odoo.com/slides/slide/intro-to-the-new-user-portal-265

Avatar
Descartar
Related Posts Respostes Vistes Activitat
2
d’abr. 25
7068
3
de febr. 23
22109
2
de març 20
4568
3
de juny 17
6527
0
de des. 16
3383