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.
Odoo v8.0 installed
Modules required: Project Management, Portal
1. Activate Customer Portal
Enable Portal Access from Settings > General Settings > Portal Access > Activate the customer portal
2. Portal Access Management
Grant Customer Contact access to Portal from Sales > Customers > More > Portal Access Management
3. User Access
Grant Access Rights to Users as Manager or User (Explanation)
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)]
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 =
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.