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OpenEduCat Documentation

Create Portal User

Create Portal User

Set up portal access for students to view grades, attendance, and other academic information online.

Time Required: 5 minutes per student Module: Core User Role: Admin, Student Manager

Prerequisites

  • Student record exists in the system
  • Email address configured for the student
  • Portal access enabled in system settings

Steps

Step 1: Navigate to Student Record

  1. Go to OpenEduCat > Student > Students
  2. Search for the student by name or ID
  3. Click to open the student record

Step 2: Create Portal User

  1. Click the Action button in the toolbar
  2. Select Grant Portal Access
  3. A wizard dialog will appear

Step 3: Configure Portal Access

Fill in the portal user details:

FieldRequiredDescriptionExample
EmailYesLogin email addressstudent@email.com
Send InvitationYesEmail login credentialsChecked
Portal GroupNoAccess level groupStudent Portal

Step 4: Send Invitation

  1. Verify the email address is correct
  2. Click Grant Access
  3. System sends login credentials via email

Tip: The student will receive an email with a link to set their password.

Portal Features

Students can access these features through the portal:

FeatureDescription
ProfileView and update personal information
GradesView exam results and marksheets
AttendanceCheck attendance records
TimetableView class schedule
AssignmentsSubmit assignments online
FeesView fee status and make payments

Bulk Portal Creation

Create Multiple Portal Users

  1. Go to Students list view
  2. Select multiple students using checkboxes
  3. Click Action > Grant Portal Access
  4. Configure options for all selected students
  5. Click Grant Access

Field Reference

Portal User Fields

Technical FieldUI LabelTypeNotes
partner_idContactMany2oneLinks to res.partner
loginEmailCharUnique login identifier
groups_idGroupsMany2manyPortal access groups

Troubleshooting

Student already has portal access

Problem: “User already exists” error message.

Solution:

  1. Go to Settings > Users
  2. Search for the student’s email
  3. Verify existing portal access
  4. Reset password if needed

Email not received

Problem: Student did not receive invitation email.

Solutions:

  1. Check spam/junk folder
  2. Verify email address is correct
  3. Resend invitation from user settings
  4. Check outgoing mail server configuration

Cannot grant access

Problem: Grant Portal Access option missing.

Solution:

  • Ensure you have Admin or Student Manager role
  • Verify student has a valid email address

Last updated: January 2026