We’re evaluating Dolibarr for our platform. I know we’re going to need to do a decent amount of dev/customization work. But the platform seems great.
I couldn’t find if there’s some form of user portal existing? Or if we’d need to create a module for that?
We have Partners that login into our system, and they can see all customers assigned to them. And then customers can login and see everything about their accounts.
Is there any semblance of this in Dolibarr at this point?
Thanks
David
Hi there, I just discovered Dolibarr and have been playing with a demo installed on our webserver to assess it’s capabilities. I am also considering different customer portals for Dolibarr, better than what Vtiger has since the out of the box version is rather limited and needs work to repair and improve.
In Dolibarr I noticed that a Customer Portal is NOT necessary if you simply create a Contact (linked to an Organization or not) and then CREATE a Dolibarr login for that contact. You then have to create a Security Group giving access to those modules & actions you want to give, and this contact will then have access to those modules/actions for those elements that they have been assigned to. It is important to note that not all modules are available for these “external” Dolibar login users, as indicated in the applications itself:
“Note, only the following modules are available to external users (irrespective of the permissions of such users) and only if permissions are granted:
Users & Groups, Members, Third Parties, Sales Orders, Invoices, Vendors, Projects or Leads, Events/Agenda, Resources, Tags/Categories, Vendor Commercial Proposals, Receptions, Shipments, Interventions, Contracts/Subscriptions, Unalterable Archives”
I’m not sure how easy it is to expand this, as the Tickets Module would have been nice to include in the possible alternatives to assign to external users. An external user will not be able to see Tickets, even if their Security Group has access to see Tickets, for example.
A few more things with regards to portals. In addition to creating a Dolibarr login user for a contact (attached or not to a Third Party), I noticed that if you activate the Ticket or Project Modules, they each have their own portal that can be activated and used by external users without any Dolibarr login ID. the URL for these portals are domain.com/public/ticket or domain.com/public/project. I have played around with the Ticket Portal, and the validation and access is controlled with random “keys” that the user received on screen and via email, that allows them to check on the status of Ticket(s) that have been submitted. So far, this functionality without the need for additional portal addons is very nice.
I checked out the “project” portal. when activated it’s available on http:// domain …/public/project/new.php
It’s basically equivalent to a “contact us” form which collects the info of a new external contact, assuming you are using projects to also track leads (configurable in Dolibarr)
I have upgraded my installation of Dolibarr to 20.0.2 and have noted that external login users (contacts with dolibarr logins) assigned to Third Parties can NOW access the module for Tickets! Excellent work. I have noted that the external user can access tickets that have been assigned to their 3rd party! I have only tested this during a few minutes, and will update this with additional observations. I have looked for documentation regarding this change under dolibarr/ChangeLog at develop · Dolibarr/dolibarr · GitHub, but haven’t found anything.
