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Explained How to grant portal access in Odoo, Portal access is given to users who need the ability to view certain documents or information within an Odoo database.

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Some common use cases for providing portal access include allowing customers to read/view any or all of the following in Odoo:

leads/opportunities

quotations/sales orders

purchase orders

invoices & bills

projects

tasks

timesheets

tickets

signatures

subscriptions

Portal users only have read/view access, and will not be able to edit any documents in the database.

Provide portal access to customers
From the main Odoo dashboard, select the Contacts application. If the contact is not yet created in the database, click on the Create button, enter the details of the contact, and then click Save. Otherwise, choose an existing contact, and then click on the Action drop-down menu located at the top-center of the interface.

Then select Grant portal access. A pop-up window appears, listing three fields:

Contact: the recorded name of the contact in the Odoo database

Email: the contact’s email address that they will use to log into the portal

In Portal: whether or not the user has portal access

To grant portal access, first enter the contact’s Email they will use to log into the portal. Then, check the box under the In Portal column. Optionally, add text to the invitation message the contact will receive. Then click Apply to finish.

An email will be sent to the specified email address, indicating that the contact is now a portal user for that Odoo database.

To grant portal access to multiple users at once, navigate to a company contact, then click Action ‣ Grant portal access to view a list of all of the company’s related contacts. Check the box under the In Portal column for all the contacts that need portal access, then click Apply.

Change portal username
There may be times when a portal user wants to change their user login. This can be done by any user in the database with administrator access rights. The following process outlines the necessary steps to change the portal user login.

Customer portal changes
There may be times when the customer would like to make changes to their contact information, password/security, or payment information attached to the portal account. This can be performed by the customer from their portal. The following process is how a customer can change their contact information.

Change customer info
First enter the username and password (login) into the database login page to access the portal user account. A portal dashboard will appear upon successfully logging in. Portal documents from the various installed Odoo applications will appear with the number count of each.

Link: https://www.odoo.com/documentation/17.0/applications/general/users/portal.html

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