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Invite to Portal En masse

By
SEAN CALLAHAN
on 9/7/16, 10:22 PM 168 views

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?

0

Fabrice Henrion (fhe)

--Fabrice Henrion (fhe)--
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San Francisco, United States
--Fabrice Henrion (fhe)--

Director Odoo USA

Fabrice Henrion (fhe)
On 9/8/16, 4:02 AM

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.

SEAN CALLAHAN
on 9/9/16, 1:39 AM

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.

Fabrice Henrion (fhe)
on 9/9/16, 1:49 AM

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Asked: 9/7/16, 10:22 PM
Seen: 168 times
Last updated: 9/8/16, 4:02 AM