Quick Start: Configuring a Self-Service Customer Portal
15-minute tutorial for enabling portal access for a client, customizing portal branding, and testing login as a customer.
1. Overview & Business Value#
Grant portal access to a customer in three simple steps.
1. Inviting Portal User#
- Open Contacts and select the customer record.
- Click Action → Grant Portal Access.
- 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#
- Access your SmartERP instance at
https://smarterp.et/odoo. - Open the main App Switcher and select the operational application.
- Select the target view or configuration form.
{screenshot:30-quick-start-step1-navigation}
Step 2: Executing Transactional Operations#
- Fill in required parameters according to institutional procedures.
- Validate entries and confirm execution.
- 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#
| Symptom / Error | Probable Root Cause | Resolution Action |
|---|---|---|
Access Rights Error: Operation not allowed | User lacks required operational permissions. | Assign user to the designated security group under Settings → Users. |
Document state locked or read-only | Transaction is in validated or closed state. | Reopen document if permitted or contact designated manager. |
Last updated: 2026-10-30