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Giving Access Rights to Customers (External Users)

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securityaccessdeniedgroupsaccess_rulesodoo
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Logicious

Hello ,

How to add access rights to customers who can sign up from login page.

1.View invoices

2 view Sales order

only these are the rights i want to give to them. How can i add this to those peoples?? And if i am creating custom group is that make any problem after onwards ?? some kind of user data deletion or that group automatically deleted when update the server or like these??

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Balagopal R

You can use the Portal users option for this. Open the Customer form view and from the Action > Grant Portal Access

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Juan Muñoz
Best Answer

Hi Logicious,

I recommend you have a specific group for users who do not want to see invoices. ( You can add or remove groups per user in Settings > Users > Users).

Then go to Settings > Technical > User Interface > Menu Items and search for Accounting.

That is what does to appears the top menu button.

Then you should remove the group which have this user.


Hope this helps you! :) 

Juan.

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