Sharing Documents with Portal users

Question

I have several portal users and I want to share documents with them (the documents are managed with the documents app).
Currently, I use shared link but I wonder if it is possible for my users to have access to these documents through /my/home URL.
What is quite strange is that my admin cannot see his documents through the /my/home/ URL. Indeed, both admin and portal users can currently see invoices, quotations, etc. but not documents.

Chris Mann · Accepted Answer

Documents is a confusing term in Odoo!
Documents created and shared via the "Documents App" are shared independently via a web link and do NOT appear in the portal.
They use a link this is designed more as a temporary solution for "one off" shares, similar to Dropbox.
Documents in the term Odoo uses would be = Business Documents (Invoices, Sale Orders, Project Tasks, Tickets etc) are all shared in the portal. If you wish a customer to be able to see attachments, you can use the "Send Message" of

Ray Carnes (ray) · Answer

I would recommend creating a Project with a Task called "Documents" that contains the URL of a shared Document Workspace.
1. Create the Project
2. In the Documents App, find the Workspace that was automatically created and click SHARE to get the URL and manage security:

3. Add the URL to a new Task you create in the Project called "Documents"
4. Share the Project on the Portal:

Your Portal Users will then see something like this when the click the URL:

Dexia Li · Answer

Why the shared URL is changing after uploading files in the workspace? Is there a way to lock the URL?

Paul Brown · Answer

I seem to be missing something with Ray's instructions. In step 3 how do you add the URL to a new task? All I see is that you can share the task but it provides you its own URL.
If you wanted to share different documents for several different users, could you create different tasks that are shared separately, or do you have to create a new project for each one?

Marco Palladino · Answer

Hello let me suggest to create a new Item Menu - My document containing the link to the Work Space.

관련 게시물	답글	화면
Odoo 14 Documents - How can I give access to a Workspace for Portal Users? document portal-user odooV14	0 7월 25	1269
How many times a user is logging into portal? portal-user	2 10월 24	33
How to Grant Portal Access to multiple users ? portal-user	2 5월 24	3817
Document module size limit document	0 11월 23	2745
PORTAL USER VIEW portal-user	1 7월 23	3947

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