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:
- CRM
- e-Commerce
- Knjigovodstvo
- Zaloga
- PoS
- Projekt
- MRP
This question has been flagged
2
Odgovori
3180
Prikazi
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!
Prijavi| Related Posts | Odgovori | Prikazi | Aktivnost | |
|---|---|---|---|---|
|
2
okt. 25
|
1766 | ||
|
2
avg. 25
|
1048 | ||
|
1
apr. 24
|
3811 | ||
|
1
sep. 23
|
2706 | ||
|
1
dec. 22
|
6243 |
