This guide walks you through configureing customer portal in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best results.
how to Configure Customer Portal in odoo Prerequisites
- 1Odoo Website
- 2Portal enabled
how to Configure Customer Portal in odoo Steps
Enable portal features
Enable portal features is an important step in configureing customer portal. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Configure documents
Configure documents is an important step in configureing customer portal. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Set up access rights
Set up access rights is an important step in configureing customer portal. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Customize pages
Customize pages is an important step in configureing customer portal. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Invite customers
Invite customers is an important step in configureing customer portal. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Monitor usage
Monitor usage is an important step in configureing customer portal. Follow the instructions carefully and verify your settings before proceeding.
Pro Tips:
- *Take your time with this step
- *Document any custom configurations
- *Test in a development environment first
Need Professional Implementation?
Our certified partners can handle the setup and configuration for you.
how to Configure Customer Portal in odoo Best Practices
- ✓Self-service
- ✓Easy navigation
- ✓Mobile access
how to Configure Customer Portal in odoo Common Mistakes
- ✗Skipping prerequisite configuration
- ✗Not testing before going live
- ✗Ignoring validation errors
- ✗Not documenting changes
how to Configure Customer Portal in odoo Conclusion
You've now learned how to configure customer portal in Odoo. Apply these steps to streamline your operations and improve efficiency.
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