From quotation i sent an email to the customer , so he can sign and approve it. But if the customer is not a portal user , when he access the link system shows a NOT FOUND error. It is require to have the customer as a portal user in order to give him the access to sign documents ?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- सीआरएम
- e-Commerce
- लेखांकन
- इन्वेंटरी
- PoS
- प्रोजेक्ट
- MRP
This question has been flagged
2
Replies
3169
Views
You have to grant the portal user from the customer master itselt. Then only the can access the links. eg:
Use Grant Portel Access here for the related customer.
Yes, that is correct, the customer is required to be a portal user to be able to view and sign the document. Depending on the nature of your business you could provide access to specific customer contacts or enable free-signup
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up| Related Posts | Replies | Views | Activity | |
|---|---|---|---|---|
|
2
अक्तू॰ 25
|
1758 | ||
|
2
अग॰ 25
|
1039 | ||
|
1
अप्रैल 24
|
3782 | ||
|
1
सित॰ 23
|
2698 | ||
|
1
दिस॰ 22
|
6218 |
