Customer Portal
A customer portal lets external customers view or act on selected information without giving them internal employee access. Portal permissions and data boundaries must be designed carefully.
A worked example
A practical example to make the concept clear.
| Step | Illustrative record and result |
|---|---|
| Starting record | Example customer Cedar Workshop is allowed to view its quotation Q-DEMO-12. |
| Change or calculation | Customer Palm Store has Q-DEMO-13. Cedar’s portal account must not see Palm’s document or internal stock-cost records. |
| Meaning and exception | Check the exact permitted customer actions and denied cross-customer access. A Datrylo subscription-management portal is separate from this tenant customer journey. |
Why it matters
Define which documents or requests customers should see and test one user against another customer's data. Datrylo's Manager customer portal and Odoo portal concepts serve different purposes; the desired tenant-facing journey needs specific verification.
Make it practical
Can one external customer view only their own approved records and actions? Test the answer with the exact release and application package under consideration. Explore Datrylo applications.