I am new in using Odoo (version 9) and trying to figure out the differences between the following kind of user: Portal User (probably a customer/user with Portal Access?), Internal User, Contact, Employee, Project User, Project Manager, etc.
I noticed the followings:
(1) I created a new internal user ("Settings" main menu --> "Users")
(2) the user was somehow doubled and it could be found under "Contacts" main menu also (not only in Settings --> Users);
(3) if I tried to grant portal access rights in "Contacts" main menu, the system gives me the "Some contacts have the same email as an existing portal user" message;
(4) if I deleted the internal user, and left only the user under "Contacts" main menu; I was able to grant portal access rights
Question 1: is it not allowed a user to be a 'portal user' and 'internal user' in the same time?
Question 2: how/where can I access/set the Portal menu (although the "Portal" module appears to be installed and I can log in to the portal, can not find where to configure)?
Question 3: is there a best practice/documentation available somewhere?
Hi Ray,
Thanks for such a good explanation, keep it up!