Hello everyone,
Does enyone know if it is possible to grant portal users access to specific knowledge articles / workspaces in the knowledge app?
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Hello everyone,
Does enyone know if it is possible to grant portal users access to specific knowledge articles / workspaces in the knowledge app?
For those of you who have Studio access this can be accomplished by using an Automation Rule. (This uses python code, so if you are on SH they may charge you by the lines of code).
For our purposes we want to have a customer knowledge base that is accessible to any user given portal access. (Currently we grant portal access)
The goal would be to automatically grant access to the knowledge base when portal access is granted.
To do this we create a single Workspace called "Customer Knowledge Base" then create a child structure below that.
Once you have your initial workspace built, you will need the ID of this top level article. In Odoo 18 anyway you can see this ID just in the URL
Then create an automation rule on the User model that triggers "On save" when updating "Login"
You could narrow this down more, but we are actually ok with this being applied to our internal users as well.
Under action use "Execute Code" and use the following code.
partner_to_invite = record.partner_id
wiz_data = {
'article_id': 69,
'partner_ids': [(6, 0, [partner_to_invite.id])],
'permission': 'read',
'message': 'added via automation',
}
wiz = env['knowledge.invite'].create(wiz_data)
wiz.action_invite_members()
This is hard coded to the article ID which is our top level workspace as seen in the URL.
When a new contact is granted portal access, a new user is created and automatically added as read to the "Customer Knowledge Base" workspace. This in turn grants them access to all child articles as well as through the search functionality in the portal.
As additional articles are added the users will automatically inherit access.
Ich bin mir nicht sicher, ob Du bereits eine Lösung gefunden hast.
Wenn ich einen Artikel öffne (ich bin Administrator und im Entwicklermodus), kann ich nicht nur Benutzer einladen, sondern auch die Sichtbarkeit des Artikels auf „Jeder“ oder „Mitglied“ festlegen.
„Jeder“ gibt Rechte an... nun ja, jeden :)
Mit den Standardzugriffsrechten legt man fest, was jeder tun darf.
Hoffe, das hilft jemandem.
That does not shpw any shared documents in the user's portal (it won;t allow me to share a screenshot). Portal just shows documents. Also, the shared link simply gives a "500: Internal server error" so they can't see it anyway.
yes, just with the "share" option on top right corner:
it is a manual job! every time you have a new portal user you have to insert it manually, it would be nice to have a publish option for portal users as it exists for internal members.
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Thank you very much for your answer and your time.
However what I meant (and I had to be more clear about that) is that I could grant all portal users the right to read more or less like "Internal members".
this HAS to be possible. No one is going to manually add possibly thousands of customers one by one to each record. Just the ability to add groups would be best. This should be a top priority for the Knowledge app.
Maybe, an alternative third-party module - https://apps.odoo.com/apps/modules/18.0/knowsystem - might be of interest. It lets you assign partner-related tags to articles. Thus, to grant portal access, it is necessary to apply an article tag that relates to the required contacts. In this way, it is possible to introduce different access levels, e.g. "Silver", "Gold", etc.