Knowledge Portals for Customers, Partners and Employees
Take this as a rough specification for creating a Knowledge Portal for the key-stakeholders in your company.
You will need following modules in odoo Enterprise (v10 at the time of this writing).
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Projects
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Helpdesk
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Website
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Forum
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Blog
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…
The Website/CMS App in odoo serves as the publication platform for providing knowledge resources to these stakeholders.
Stakeholders
Key stakeholders in your company are:
Customers
Partners
Employees
Types of Content
Textual documents
Videos
Screenshots
Access/Rights
Customers
All Customers who have been provided access to Customer Portals can access content from their Project Tasks and Issues
If Helpdesk module is being utilized, conversations between your team and customer should be publishable in the Customer’s portal
Customers should be able to see videos that have been released for their viewing.
Since these videos can be expected to contain project-specific information, they must be restricted access to other customers/partners.
Only authorised employees should be able to view these videos.
Implement the easy parts first, and start giving value to your customers early.
Partners
Coming soon..
Employees
Coming soon..
Need help?
If you should need help with setting up a Knowledge Portal for your customers, partners and employees, please do not hesitate to contact us!
Odoo Programmer?
If you are an odoo technician, help yourselves to this tutorial (and feel free to share it online)!