SmartERP Documentation An Ashewa Technology Solutions Platform

Troubleshooting Portal Access Denied, Form Validation & Session Errors

Resolving portal invitation link expiry, 403 Forbidden errors on document views, and password reset failures.

1. Overview & Business Value#

Diagnostic reference for portal operations.

1. Troubleshooting Matrix#

ProblemRoot CauseSolution
Customer receives 403 Forbidden on invoiceInvoice is in draft state or partner is not customer contact.Confirm invoice is posted and customer contact is linked as commercial partner.
Password reset email not receivedOutgoing mail server queue backlog or invalid email syntax.Check Settings → Technical → Emails to verify outgoing mail queue status.
Survey form fails to submitMandatory question left blank by customer.Ensure clear visual asterisk indicators on mandatory survey fields.

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:90-troubleshooting-and-portal-faq-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:90-troubleshooting-and-portal-faq-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 / ErrorProbable Root CauseResolution Action
Access Rights Error: Operation not allowedUser lacks required operational permissions.Assign user to the designated security group under Settings → Users.
Document state locked or read-onlyTransaction is in validated or closed state.Reopen document if permitted or contact designated manager.
Last updated: 2026-10-30