I would like to create an ERPNext user for my Customers, so that they can login and see their Sales Orders and Invoices (read only). For this I can create a Role. But obviously they should only see those records, which were created against their Customer Master (I could either link the ERPNext User to the Customer Master as custom field, or I could use the Email address as identifier).
Without having to share each document manually, I would like to have this sharing rule applied automatically for each Document. So for example Customer ABC has the email abc@gmail.com in his Customer Record. I also created a user called âABCâ with the email abc@gmail.com. Now if I create a Sales Order against Customer âABCâ, the user âABCâ should automatically get access to that record.
@David_Stegnitz this works out of the box with the portal. Just create a Contact in Customer with the userâs record and then when the user logs in they will see their order history.
@rmehta thank you for your quick reply. Yes, the Portal already is very useful. But Iâd like to give the Customer a bit of a higher permission than possible in the default Portal. When I go to Website - Web Form I can see the option to create NEW Forms for Portal/Website users. What I would like to do is to add some EXISTING Forms and Reports to the Portal, such as the Inventory Stock List, or the Delivery Note Documents.
@rmehta thanks, I will think about an alternative. Just one more related question: Do you see any option to manage the sharing settings on a document thru the RESTful API?
Good evening, any idea of the Sharing Access on a Document Level can be set/achieved via the RESTful API? Maybe there is any special method supporting this? Thanks, David
Rmehta, I tried your recommendation about the contact creation, however I canât get our demo customer to see Sales Orders in his portal.
I have even created permissions for customer to see Sales Orders, but it didnât help.
Furthermore, when the demo customer is logged-in and it presses âPlace Orderâ in the cart, it gets âNot permittedâ notification. Browser console shows following error: