The objective for this Service Management system is to allow Customer Contact to login and access jobs associated to their respective company, and be able to create/edit jobs. Henceforth, the Company should be able to act on these jobs from multiple Customers.

Assumptions

Odoo v8.0 installed

Modules required: Project Management, Portal

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Configuration

1. Activate Customer Portal

Enable Portal Access from Settings > General Settings > Portal Access > Activate the customer portal

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2. Portal Access Management

Grant Customer Contact access to Portal from Sales > Customers > More > Portal Access Management

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3. User Access

Grant Access Rights to Users as Manager or User (Explanation)

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4. Record Rules

This filter is necessary so that users are shown Project / Task which they are assigned a Team Member of.

Record Rules: Project by Team Member

Create Record Rules so Team Member only see Projects which they are a member of. (Settings > Security > Record Rules) choose the Object Project then set Rule Definition = [‘|’,(‘members’,’in’, [user.id]),(‘user_id’,’=’,user.id)]

 

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Record Rules: Project Task

Create Record Rules so Team Member only see Projects Task which they are a member of. (Settings > Security > Record Rules) choose the Object Project then set Rule Definition =

[‘|’,(‘project_id.members’,’in’, [user.id]),(‘user_id’,’=’,user.id)]

 

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Usage

Resulting Project > Tasks menu with the capability to add new Task to existing Project.

Note that the Product field was added to Module Project.Task and User Interface to support data entry for Product.

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Implementing Service Management in Odoo – Part 1/2