How to give a client access to the portal (personal account)?

December 4, 2024 by
Олена Кирилюк

The Odoo personal account (portal) is an individual page for customers where they can access their orders, invoices, upload documents, and monitor the processing of their requests.

It is important to note that portal users are internal to the Odoo system, so you do not need to purchase additional licenses for their access.

1.      Go to the "Contacts" module

2.      Open the card of the required contact. Check if it contains an email address (this is the address to which the invitation will be sent). Click the "Action" button - "Grant access to the portal":

3.      A new window will open with information about the company and its contact persons. Click the "Grant access" button:

An invitation to your personal account will be sent to the specified address.

4.      If you need to provide access to the portal to many clients at the same time, then open the list of contacts in the "List" form:

Select the necessary contacts. Click the "Action" button - "Grant access to the portal":

Fill in the missing email addresses and click the "Grant access" buttons: