diff --git a/content/applications/general/users/portal.rst b/content/applications/general/users/portal.rst index 49bb4a317..32b59504d 100644 --- a/content/applications/general/users/portal.rst +++ b/content/applications/general/users/portal.rst @@ -10,19 +10,15 @@ an Odoo database. Some common use cases for providing portal access include allowing customers to make partial payment on an invoice, to add funds to their eWallet, and 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 +- Following, viewing and paying orders +- Following, downloading or paying invoices +- Managing payment methods +- Managing subscriptions +- Adding, removing or modifying addresses +- Configuring connection parameters .. note:: - Portal users only have read/view access, and will not be able to edit any documents in the + Portal users only have read/view access, and will **not** be able to edit any documents in the database. .. _portal/access: @@ -36,37 +32,29 @@ and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then :guilabel:`Action` drop-down menu located at the top-center of the interface. .. image:: portal/grant-portal-access.png - :align: center :alt: Use the Contacts application to give portal access to users. Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields: - :guilabel:`Contact`: the recorded name of the contact in the Odoo database -- :guilabel:`Email`: the contact's email address that they will use to log into the portal -- :guilabel:`In Portal`: whether or not the user has portal access +- :guilabel:`Email`: the contact's email address used to log into the portal +- :guilabel:`Latest Authentication`: the last time the user accessed the portal -To grant portal access, first enter the contact's :guilabel:`Email` they will use to log into the -portal. Then, check the box under the :guilabel:`In Portal` column. Optionally, add text to the -invitation message the contact will receive. Then click :guilabel:`Apply` to finish. +To grant portal access, first enter the contact's :guilabel:`Email` used to log into the portal if +it has not been automatically entered by the system. Then click :guilabel:`Grant Access` to finish. -.. image:: portal/add-contact-to-portal.png - :align: center - :alt: An email address and corresponding checkbox for the contact need to be filled in before - sending a portal invitation. +To grant portal access to multiple users for a company at once, navigate to the company contact, +then click :menuselection:`Action --> Grant portal access` to view a list of the company's related +contacts. Click :guilabel:`Grant Access` for each contact to grant portal access to. -An email will be sent to the specified email address, indicating that the contact is now a portal -user for that Odoo database. +An email is sent to the specified email address, indicating that the contact is now a portal user +for that Odoo database. -.. tip:: - To grant portal access to multiple users at once, navigate to a company contact, then click - :menuselection:`Action --> Grant portal access` to view a list of all of the company's related - contacts. Check the box under the :guilabel:`In Portal` column for all the contacts that need - portal access, then click :guilabel:`Apply`. +Revoking portal access +====================== -.. note:: - At any time, portal access can be revoked by navigating to the contact, clicking - :menuselection:`Action --> Grant portal access`, and then unselecting the checkbox under the - :guilabel:`In Portal` column and clicking :guilabel:`Apply`. +At any time, portal access can be revoked by navigating to a contact, clicking +:menuselection:`Action --> Grant portal access`, and then clicking :guilabel:`Revoke Access`. .. _portal/login: @@ -78,8 +66,7 @@ in the database with administrator access rights. The following process outlines to change the portal user login. .. seealso:: - :doc:`See the documentation on setting access rights - `. + :doc:`Access rights `. First, navigate to :menuselection:`Settings app --> Users`. Then, under :guilabel:`Filters`, select :guilabel:`Portal Users`, or select :guilabel:`Add Custom Filter` and set the following @@ -101,10 +88,9 @@ log into the Odoo portal. 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. +There may be times when the customer would like to make changes to their contact, 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. .. _portal/custinfo: @@ -163,9 +149,12 @@ Finally, click :guilabel:`Enable two-factor authentication` to complete the setu Change payment 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. +If the customer needs to manage payment options, they click the :guilabel:`Payment methods` button. -If the customer would like to manage payment options, navigate to the :guilabel:`Manage payment -methods` in the menu on the right. Then, add the new payment information, and select :guilabel:`Add -new card`. +* To add a new payment option, choose from the available payment methods, enter the new payment + information, and click :guilabel:`Save` to save the details. +* To erase a payment option, click the :icon:`fa-trash` :guilabel:`(Trash)` icon, then click the + :guilabel:`Confirm Deletion` button. + +Payment details **cannot** be edited. Customers must delete and re-enter information to update their +details.