India

ZestyBeanz Technologies Pvt Ltd 4th Floor, Nila, Technopark Thiruvananthapuram,
India – 695581
Phone: +91 471 4063254
Fax : +91 471 2700171

   .

ZestyBeanz Technologies Pvt Ltd
2987, Manikkath Cross Road
Ravipuram, Kochi, India - 682016
Phone: +91 484 4063254

  UAE

Zesty Labs
Office # 2003, Millennium Plaza Building
Sheikh Zayed Rd, Dubai, UAE
Phone: +971 4333 2222​
Mobile: +971-50-5417245​

  Germany​

ZestyBeanz Technologies GmbH
Reuterstraße 1
90408 Nürnberg
Fon: +49 911 4801 444
Fax: +49 911 4801 445

Portal Feature in OpenERP 7

Contact Form


Midhun Madhu K's picture

Portal Feature in OpenERP 7

      The OpenERP Portal module allows you to provide system access to customers or suppliers. It let you show only a part of your OpenERP application without exposing all features of your system. It is a useful module to allow customers, partners, suppliers and other type of external users to use your system for particular tasks.

     A portal defines a specific user menu and access rights for its members. This menu can be seen by portal members, anonymous users and any other user that have the access to technical features (e.g. the administrator). Also, each portal member is linked to a specific partner.

                 Once the portal module is installed, settings related to the portal access will appear in the general settings  menu. There are five options to configure.

Activate the public portal :  The public portal is accessible only if you are in single database mode. You can launch the openERP server with an option “--db-filter=database name” to set single database mode. In that the webclient will work as a public website. That means it will login as  anonymous user whenever the url is accessed through a browser.
When we check the public portal option and save the settings, an anonymous user will be created, who will act as the session user for the URL. If we configure the views for anonymous user and set proper access control, OpenERP features can be accessed by public just like a web site.

Allow external user to signup : If the value is True, public will get a ‘Signup’ option. This will create new users in OpenERP, just like they get accounts in normal web portals and social media sites. We can predefine the access control for such type of users with the help of  User Templates.

Activate customer portal : In this feature when you send a document to a customer , he  will able to get all the  documents ,company news  when he signup.In this  what will happen is that every email notification sent by user will have a link at the bottom of the email that points to the documents in your OpenERP instance. It will allow any follower (internal user or external contact) to see the document.

Enable Password reset from login page: If checked, it will provide a password reset option in the login page. Once a user clicks that button, an email will be send to the user’s id, which will contain a link to change the login password.

 

Access Management Feature
  Under the ‘more’ option in a customer form, you will see the ‘Portal access Management’ feature. It basically allows us to grant portal access for customers along with a login. That means new users corresponding to the selected customers will be created.
        We may select which contacts should belong to the portal in the list below. The email address of each selected contact must be valid and unique. If necessary, you can fix any contact's email address directly in the list.

Data Sharing Feature
  Under the ‘more’ option in a customer form, you will see the ‘Share’ feature .Share feature is used to share some data to a group or external users through mail. Clicking on the link in the email, the user will be able to access the shared document.
Data sharing features are of four type

  • Direct link or embed code : This share option will help to create a link and embed code using this link we can share document .By access mode we can also specify access rights for those who use the link
  • Email : This share option will help to share document to any one’s email at that time openERP will create that particular user using that email .In that email all login information along with the link that redirect to the related to document will also given.
  • Users you already shared with : This share  option will help to share to the user those who are already shared.
  • Existing Groups :  Using this share option we can share the document to a particular group

Sharing Process(Email sharing method)

Maniganda's picture

I have customise the signp

I have customise the signp button in public portal form, when i click on button it will fire a mail to email , If we click on click this is opening the portal screen rather than login screen what is the problem?

bmw atlanta's picture

Quality posts is the main to

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Autolycus's picture

I am having the exact same

I am having the exact same issue. Its keep saying Access denied. I tried to find a patch but could not find one. Can you help?
thanks

Remya's picture

I had configured customer

I had configured customer portal. i gave access to the customer to create sale order. But when i select the product in sale.order.line it shows

Access Denied

The requested operation cannot be completed due to security restrictions. Please contact your system administrator.

(Document type: Product, Operation: read)

How can i solve this? And customer can only see the product name,add quantity,sale price,subtotal.

How can i implement this?

Anonymous's picture

Hi, Did you fix this error? I

Hi, Did you fix this error?
I have the same :(

tuinbank maken's picture

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Phil's picture

Hello, Encountered the same

Hello,

Encountered the same issue. The root cause is field standard_price from product_template only accessible to users belonging to group Human Ressources/Employee. To fix, you have several options (from the dirtiest to the cleanest):

1) patch product/product.py (around line 307) to remove the security restriction for the field. Drop groups="base.group_user" in the code. Watch out when you upgrade your system ;-)
2) Create a module that will create a specific portal group to grant read access to this field.

Hope it helps

Phil