I can understand how we should be charged for every internal user of the Project Management System (PMS), but surely, there must be a way to give our clients access to the projects they're involved in without having to buy an extra seat for each of their employees, no?
A portal user is not considered an internal user, and is not considered a user at all for licensing purposes.
Quoting from OpenERP S.A. -
The only way a user will not be a paying user is if they have the portal checkbox checked and if the content of the Portal's group of access rights groups has been validated by OpenERP (especially for write accesses).
What 'validated' by OpenERP means is that they can only write to the database in ways which makes reasonable sense for portal users. Changing the delivery date of an order would likely be a reasonable change a portal user would be allowed to make.
OK. It initially didn't work for me because I set the Project permission to "User". A rule would kick in and force the user to be an employee as apparently only employees can be true users of the Projects app. The portal user can't start a task he was assigned to per example.
I've also discovered that in Sales>Customers, we are able to give portal access to contacts we've added, linked to companies. The option is "hidden" in a dropdown on the top right.
I've found the following limitations:
- Portal user can't see who is on the project team, even people from his own company
- Portal user only has access to his own tasks. He can't get an overview of the project
- Portal user can only comment on issues, he can't raise issues, mark tasks assigned to him as "in progress" or "completed"
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|Asked: 7/4/14, 4:24 PM|
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|Last updated: 8/7/15, 9:40 AM|