I have given Portal Access to a customer and given rights:
| | User: Own Documents Only |
| Billing | |
The user can see his Sale Orders But no invoices even though I can see the button Invoiced ... $ when I click I see no invoices.
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I have given Portal Access to a customer and given rights:
| | User: Own Documents Only |
| Billing | |
The user can see his Sale Orders But no invoices even though I can see the button Invoiced ... $ when I click I see no invoices.
I think you have given wrong access rights. Portal user(your customer) have only Portal access rights then your portal user can see own documents(sales, invoices,...) under mydomail.com/my .
If you are giving access like sales: own documents that means he/she is not a portal user but your regular user who can do different operation in your system like validate oppo..
The problem was that the user was not a follower of his invoice and the default rule in
Groups/Other Extra Rights / Portal is:
Portal Personal Account Invoices: [('message_partner_ids','child_of',[user.commercial_partner_id.id])]
So it won't apply to the owner of the invoice if he is not a follower. (why not?)
Adding a rule like [('commercial_partner_id','in',[user.partner_id.id])] solves the issue
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Thank you Magen! this helped me