Customer portals often serve multiple roles within an organization, such as directors, managers, and standard users. However, when all users see the same information, sensitive data like financial records or contracts may be exposed unnecessarily. Traditionally, these permissions are handled only in the backend by internal staff, creating inefficiencies and limiting customer autonomy.
This SME delivers a two-phased solution:
- Backend Control Enhancements – Extend Odoo’s backend configuration with visibility toggles for all portal elements (both standard and custom, such as invoices, quotations, or project data). Internal staff can now manage customer requests for access changes quickly and with minimal technical intervention.
- Portal Self-Service Permissions – Introduce a “User Permissions” menu within the customer portal, available only to designated roles such as the Portal Director. From here, portal directors can:
- View a list of their organization’s users.
- Enable or disable visibility for portal sections (e.g., Shop, Invoices, Financial Data, Project Updates).
- Tailor access per user via simple checkboxes.
Business Value:
- Security → Prevents overexposure of sensitive data.
- Efficiency → Reduces reliance on internal staff for basic visibility requests.
- Empowerment → Gives customer admins direct control over their teams.
- Scalability → Works for small accounts or large customer organizations with complex structures.
This SME ensures a flexible and auditable approach to portal access, balancing security with ease of management.
Portal Visibility & Access Control