1. Create portal user account 

Go to Setting > User & Companies > User Choose New: Input name, email address, User types: choose Portal then Save

Guide To Setting Up Each Field

1.Contact

1.1. Access Right

Click on Add a line > Search for the access right named res_partner group_portal (with the model is Contact, and Group is User types/Portal) > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

1.2. Dialog Field

Move to Dialog Field Tab > We can create fields or select existing ones which we want to appear in the pop-up where portal users create new objects

Available fields: 

• Email
• Address
• Phone
• Mobile
• VAT

2. Pricelist

Click on Add a line > Click on New > Checkout following the below steps:

- Fill in the Name field

EX: I enter "Pricelist"

- Search for Model: Pricelist

- Search for Group: User types/ Portal

- Make sure the Active button is checked 

- Grant different permissions 

> Save

Note:  Before creating a new access right for this selection field, we should check whether it has already been created or not. If it exists, select the existing one; otherwise, follow the above steps 

Note from v19: User types/Portal becomes Role/Portal

3. Payment Term

Click on Add a line > Click on New > Check out following the below steps:

- Fill in the Name field

EX: I enter "Payment Term"

- Search for Model: Payment Terms

- Search for Group: User types/ Portal

- Make sure the Active button is checked 

- Grant different permissions 

> Save

Note:  Before creating a new access right for this selection field, we should check whether it has already been created or not. If it exists, select the existing one; otherwise, follow the above steps 

Note from v19: User types/Portal becomes Role/Portal

4. Customer Reference

Click on Add a line > Search for the access right named sale.order.portal > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

5. Delivery Date

Click on Add a line > Search for the access right named fal_access_sale_order > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

From v19: For Delivery Address & Invoice Address

• Settings > Users & Companies > Groups
• Search Delivery Address group > add portal users in this group

6. Invoice Address

Click on Add a line > Search for the access right named fal_access_sale_order> Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

7. Delivery Address

Click on Add a line > Search for the access right named fal_access_sale_order > Select > The selected access right will appear inside Access Right Tab > Click on it > Grant different permissions in the pop-up

Note: 

If each portal group needs different permissions, they must use different access rights.

If we use the same access right, all groups will have the same permissions.

Example: Delivery Address, Invoice Address, and Customer Reference all use fal_access_sale_order, so they have the same access.

To give them different access, we must create or select a new access right and assign it to the correct model and Portal Role