Portal User Options for Website Menu in Odoo 13

by - August 20, 2020

 Portal users are created by the company to grant access to the company's website upon gaining trust or subscribing to certain services. In an institution where a customer is in need of certain course materials and or to orders, they are given portal access to the website. These can only be provided by the user to whom is in need of access and are provided on the terms and conditions set by the company. The main advantage is that the customer is only provided with the option to view, read and order; he/she cannot edit them or remove them, thus restricting them from removing valuable documents of your website.


The Odoo platform allows the user to create unlimited portal access to clients based on business needs. This option to allow Odoo portal users helps the company to gain clients and flourish their business. In certain instances, only privileged clients are provided with access to the website. In all instances the Odoo platform allows the user to verify and store the credentials of the user in the database. Which allows in restricting non-potential clients or frauds into the platform. 


This blog will describe,

How To Grant Portal Access To A Customer

What Are The Options Available For Portal Users In The Website Menu?



Grant Portal Access To A Customer/ Client.

The portal access to a customer or a client can be created while setting up the contacts in the Odoo platform

To enable the Odoo portal access to a customer go to the Customer menu > Create a customer


The name and address description along with the contact details should be also provided. Accounting menu and the journal entries can be assigned along with the sales and purchase terminologies. After the descriptions are being filled the user can save the details.

Reference: Portal User Options for Website Menu in Odoo 13


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