Quick Start: Configuring a Self-Service Customer Portal

1. Overview & Business Value#

Grant portal access to a customer in three simple steps.

1. Inviting Portal User#

1. Open Contacts and select the customer record.
2. Click Action → Grant Portal Access.
3. Verify the contact's email address and click Send Invitation.

{screenshot:portal-quickstart-grant-access}

2. Customer First Login#

The customer receives an automated welcome email with a secure signup link to set their password at https://yourcompany.smarterp.et/my/home.

2. Prerequisites & Access Permissions#

• Required Modules: smart_backend_theme, base, web
• Security Group: Internal User (Technical ID: base.group_user)
• Master Data Dependencies: Established corporate settings, defined role permissions, and active records.

3. Step-by-Step UI Execution & Verification#

Step 1: Navigating to the Module Interface#

1. Access your SmartERP instance at https://smarterp.et/odoo.
2. Open the main App Switcher and select the operational application.
3. Select the target view or configuration form.

{screenshot:30-quick-start-step1-navigation}

Step 2: Executing Transactional Operations#

1. Fill in required parameters according to institutional procedures.
2. Validate entries and confirm execution.
3. Review updated record state in the chatter audit trail.

{screenshot:30-quick-start-step2-verification}

4. Advanced Configuration Points#

• Automated Tasks (Crons): Dedicated background crons manage recurring tasks and state transitions.
• Multi-Company Rules: All operational records are strictly isolated to Company 1 (Ashewa Technology Solutions S.C.).

5. Comprehensive Troubleshooting Matrix#