This guide walks you through set uping customer portal in Odoo. Whether you're new to Odoo or looking to optimize your workflow, follow these steps for best results.
how to Set Up Customer Portal in odoo Prerequisites
- 1Odoo Website
- 2Portal enabled
how to Set Up Customer Portal in odoo Steps
Enable portal access
Enable portal access is an important step in set uping 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 visible data
Configure visible data is an important step in set uping 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 portal pages
Customize portal pages is an important step in set uping 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 notifications
Set up notifications is an important step in set uping 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
Grant customer access
Grant customer access is an important step in set uping 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
Test portal experience
Test portal experience is an important step in set uping 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 Set Up Customer Portal in odoo Best Practices
- ✓Clear navigation
- ✓Self-service options
- ✓Mobile-friendly
how to Set Up Customer Portal in odoo Common Mistakes
- ✗Skipping prerequisite configuration
- ✗Not testing before going live
- ✗Ignoring validation errors
- ✗Not documenting changes
how to Set Up Customer Portal in odoo Conclusion
You've now learned how to set up customer portal in Odoo. Apply these steps to streamline your operations and improve efficiency.
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