If we want to give CRM access to our portal user can we do that without making them internal user?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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- e-Commerce
- Financeiro
- Inventário
- PoS
- Projeto
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You can extend a portal user’s permissions a little, but you cannot give full CRM access without making them an internal user.
Portal accounts are limited by design they can only view certain web-based pages or their own records. If you need them to see small parts of CRM, you can use custom groups, record rules, or a custom portal page, but full backend CRM features always require an internal user license.
You can extend a portal user’s access, but Odoo won’t allow full CRM or backend permissions without converting the user into an internal user. Portal users are restricted by design for licensing and security. If you only need them to see limited CRM data, create custom portal groups and record rules, or build a custom controller to expose specific information without granting backend access.
Yes, you can give a portal user access rights without losing the user to an internal role, but the options decided on the system you use.
In most Platforms:
You can design specific emissions that application is only to portal users.
You can give access to selected pages, modules, or data without diving full internal access.
You can see the user as extranal so they do not count as an internal license.
Yes, you can increase a Portal user's access by customizing their Portal access rights or using record rules, without Converting them to an internal user. You can adjust which models they can read or write through Settings → Users & Companies → Users → Portal Users, and create specific Access Rights or Record Rules to grant additional permissions while keeping them as Portal users. If needed, there are also community modules available that extend Portal user capabilities without making them internal.
Hi! No, you can’t give full CRM access to a portal user — only internal users can access CRM features. Portal users have limited rights (mainly to view their own records like quotes or tickets). You’d need to make them an internal user to give proper CRM access.
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