Portal: Employee Link Ext
| Technical name | dh_link_portal_employee_ext |
| License | LGPL-3 |
| Included Dependencies | Portal: Frontend |
| Extensions | Portal: CRM |
Description
The Employee Portal Link Extension connects contacts, employees, and portal users in Odoo. It adds an Employee smart button on the Contact form, allowing quick access to the linked employee record. The module ensures seamless synchronization, automatic portal access assignment, and secure employee data visibility. It streamlines HR management, improves navigation, and enhances transparency between HR teams and employees.
Key Highlights
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Seamless Employee–Portal User Link: Ensures that each employee is associated with the right portal user for secure login and controlled access.
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Automatic Portal Access Assignment: If not already set, the module automatically enables portal access for the linked user.
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Better HR–Contact Synchronization: Centralizes employee details, reducing redundancy between Contacts and Employees.
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Improved Transparency for HR and Staff: Employees can log in via the portal to view personal data, job-related information, and assigned tasks.
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User-Friendly Navigation: HR managers can move between Contact and Employee records effortlessly, enhancing productivity.
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Supports Secure Access Rights: Employees only see data they are authorized to view via the portal.
Screenshots
Install the module, create an employee record for the portal user, and configure the CRM portal settings
Login as a portal user to access the CRM menu, where the CRM dashboard will display menus for Leads, My Pipeline, My Activities, and Customers, based on the access permissions assigned to the associated employee.
Click on the Contacts menu to open a view similar to the backend interface, where the user can create, view, and edit contact details.
Click on a contact to view its details. From there, you will see an Employee smart button that allows direct access to the linked employee record.
Video
A Datahat-Solutions will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Support
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