Is there a easy way to give all customers portal access at once, aside from selecting all customers and then action-portal access and clicking each email individually?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
For version 14:
This works AFTER you have imported all of your Contacts, if you need help with that, please see https://www.odoo.com/slides/slide/contacts-and-importing-data-609 and https://www.odoo.com/documentation/14.0/applications/general/export_import_data.html
1. Export all of the Contact records representing who you intend to invite (Name, Email, ID field).
2.
Update that export by duplicating the Email field (call it Login),
adding a "Groups" field and filling in all rows as shown below, and
renaming ID to "Related Partner/Database ID" so you have something like:
"Name","Login","Email","Related Partner/Database ID","Groups"
"Ray Carnes","customer@company.com","customer@company.com",10,"User types / Portal"
3. Import this file:
4. After the import, select all newly imported record and from the Action Menu, select SEND PASSWORD RESET INSTRUCTIONS
Test this with a single user in the upload CSV, to make sure you are happy with the Email (which you can edit from the Email Templates Menu).
Dear Ray,
sorry, we need your help. Could you please let us know the names of the fields which we have to import for Odoo V16.
Thanks a lot!
Best, Ulrike
What happens when you try the same fields I have suggested above?
Hi Ray, I got it!
The import in V16 is not in the contact modul, it's in the user model. All good!
Thanks. Best, Ulrike
Assuming v9.0 Enterprise. Yes it's possible with export-import.
- Export the names, email addresses, and IDs of the customers you want to give portal access to.
- Export one or two user records to see how it's structured. Make sure you export the "Portal" checkbox and the "Related partner". This will be your template for the next step.
- Use that template and list all your customers as rows. Make sure the "Portal" checkbox is True. Make sure that the "Related Partner" field points to the customer ID you have exported in the first step. Mass import this csv file.
Notes: This will send a "Create your account" email to all these portal usres (where portal users need to create their password). Test this in a test instance where you disable your outgoing email servers. Test this with a very small number of customers at first. This will require that you learn about import in Odoo; the faq on the Import page in the application is a good start.
Hi Fabrice,
I couldnt actually find any field in the list that simply enabled portal access. It seems like some fields are generated (like the sign up token) when the portal method is run.
The portal access is only an access right. It's a check box. So it is a boolean that is part of the res.user data model.
The creation of a user is done by the fact of importing. Importing new records is the same as clicking on the "Create" button. If creating a user sends an invitation email, then importing a new record will do too.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign upRelated Posts | Replies | Views | Activity | |
---|---|---|---|---|
|
1
May 24
|
690 | ||
|
2
Feb 24
|
646 | ||
|
0
Dec 23
|
315 | ||
|
0
Apr 23
|
527 | ||
|
6
Feb 23
|
16624 |