Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
I am using Odoo 9 website and I want each customer (res.partner) to be able to view their account data (orders, invoices, etc.) from the website frontend.
As far as I can tell, in order to be able to login to the website, each customer would need their own entry in res.users also... Is this right or am I making this too complicated?
How can I allow my customers access to their accounts on my Odoo website?
You are describing the Customer portal capability. After a Customer logs in to your website, they click the My Account option from the dropdown menu beside their username:
They then see:
1. Install the Portal app.
2. Click Portal Access Management from the Action menu on the selected Customer from the Customer form view:
My understanding of the Portal app is that the customer has access to the Odoo backend. Is their access frontend only? If so, that's exactly what I'm wanting. I just want our customers to have everything served from the website view, independent of Odoo backend design.
There is no backend access to Odoo with the Portal App.
Ok, I agree this looks like it should work for my goal. However, the previous orders/invoices for my example customer are not visible on the website. Why would this be?
Check that the Customer is a follower of those orders. That's how Customers will be able to view their orders.
Sure enough that worked - looks like what I'm wanting then! Any suggestions on how to enroll all/many partners at one time?
Do you know about the Portal app of Odoo? Please check this: https://www.odoo.com/slides/slide/intro-to-the-new-user-portal-265
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrácia| Related Posts | Replies | Zobrazenia | Aktivita | |
|---|---|---|---|---|
|
2
apr 25
|
7222 | ||
|
3
feb 23
|
22321 | ||
|
2
mar 20
|
4718 | ||
|
3
jún 17
|
6645 | ||
|
0
dec 16
|
3496 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
