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lines changed Original file line number Diff line number Diff line change 1+ ==========================================
2+ How your customers can access their portal
3+ ==========================================
4+
5+ It has never been so easy for your customers to access their documents
6+ through a portal. Forget endless signup forms, Odoo makes it as easy as
7+ ABC. With eCommerce and Online Quotation apps, your customers are requested
8+ to create a portal account (name, email, password only) from the very first
9+ order confirmation or online quotation email they get from you.
10+
11+ Sign up
12+ =======
13+
14+ When clicking the link in the email or when clicking *Sign up * in the checkout
15+ process, your customer is directed to the *Sign up * page.
16+
17+ .. image :: ./media/portal_odoo_signup.png
18+ :align: center
19+
20+ Customer account
21+ ================
22+
23+ Once logged in the customer will access his account by clicking *My Account *
24+ in the login dropdown menu.
25+
26+ .. image :: ./media/portal_link.png
27+ :align: center
28+
29+ From the portal menu all the customer history can be reviewed. The main address
30+ (billing) can also be modified.
31+
32+ .. image :: ./media/portal_menu.png
33+ :align: center
34+
35+ .. note ::
36+ If a portal user is a contact of a company (*Company * field set in customer
37+ detail form), this last will see all the documents of the company and all
38+ its other contacts through the portal.
You can’t perform that action at this time.
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