Portal User Access
Offering granular portal access control based on community affiliations and allowing users to modify their login details
STORY BEHIND THE FEATURE
Odoo's standard customer portal is designed for businesses with a straightforward customer relationship. However, associations with complex structures like CVX, comprising multiple regional and local communities, require a more tailored approach. Existing functionalities fall short in providing a comprehensive portal experience for members, hindering efficient member management and engagement.
ODOO'S FUNCTIONS
CLUEDOO'S FUNCTIONS
CLUEDOO RECOMMENDATIONS
Integrate CLuedoo with the Portal User Access module to effectively manage member access rights and user credentials. This will enhance security and optimize the user experience by providing members with relevant information based on their community affiliation, while granting administrators the necessary control over user accounts.
HOW TO USE THIS MODULE
1. Go to user with user type Portal> sign with mail > My account > Edit information For example: loggin with mail [email protected] | |
2. Go to Settings > Portal Access Group > There are 2 access about login and password. | |
3. With Login: users have 2 access Read + Write > so they can see & edit their login For example: I change login from "[email protected]" to "login1" > so they can't login with "[email protected]" anymore, only can login with "login1" | |
4. With Password: users have 1 access - Write access > so they can change their password same as login To change access you can click on the line and choose which access you want to set for this field For ex: I set Read Access only for password so portal users can't change password |