How can I limit the access for the customer-specific portal view only, not publicly, of the quotations?
Then hide this "Communication history" and only internal users can see it?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Financeiro
- Inventário
- PoS
- Project
- MRP
Esta pergunta foi sinalizada
Hi Anton! Great question about portal access control! You can definitely achieve both of these customizations in Odoo. For hiding quotations from public view while keeping them in the portal: • Go to Website > Configuration > Settings • Under "Privacy" section, disable "Public Access" for quotations • This ensures only logged-in portal users (your customers) can see their quotes For hiding the communication history from customers: • You'll need to customize the portal template using QWeb • Override the quotation portal template to exclude the message/communication section • Add a condition like `t-if="user.has_group('base.group_user')"` around the communication history div • This way only internal users (employees) will see the communication thread The key is using Odoo's access groups - portal users vs internal users have different permissions, so you can leverage that in your template customizations. If you ever feel stuck or want more personalized guidance, feel free to get in touch with our experts at Pragmatic Techsoft—we'd love to help out! 😊
**Updated with better formatting:**
Hi Anton!
Great question about portal access control! You can definitely achieve both of these customizations in Odoo.
**For hiding quotations from public view while keeping them in the portal:**
• Go to Website > Configuration > Settings
• Under "Privacy" section, disable "Public Access" for quotations
• This ensures only logged-in portal users (your customers) can see their quotes
**For hiding the communication history from customers:**
• You'll need to customize the portal template using QWeb
• Override the quotation portal template to exclude the message/communication section
• Add a condition like `t-if="user.has_group('base.group_user')"` around the communication history div
• This way only internal users (employees) will see the communication thread
**Key Concept:**
The key is using Odoo's access groups - portal users vs internal users have different permissions, so you can leverage that in your template customizations.
---
If you ever feel stuck or want more personalized guidance, feel free to get in touch with our experts at Pragmatic Techsoft—we'd love to help out! 😊
Unfortunately, we don't have ">disable "Public Access" for quotations"
What we only have in Privacy section is:
• Cookies Bar
• Customer Account
• Shared Customer Accounts
• Ecommerce Access
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