[IMP] Maintain: Add process to delete account and clean-up

closes odoo/documentation#3805

X-original-commit: 6b7c550724
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
This commit is contained in:
Timothy Kukulka (tiku) 2023-01-30 20:12:39 +00:00 committed by Zachary Straub (ZST)
parent 9eb9fa7e19
commit 1de373336b
4 changed files with 50 additions and 28 deletions

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@ -3,20 +3,22 @@ Odoo Online database management
===============================
To manage a database, sign in to https://www.odoo.com and access the `database management page
<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on *My Databases*.
<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on
:guilabel:`My Databases`.
.. image:: odoo_online/my-databases.png
:align: center
:alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
.. note::
Make sure you are connected as the administrator of the database you want to manage.
Make sure to connect as the administrator of the database that changes will be made on.
.. image:: odoo_online/dropdown-menu.png
:align: right
:alt: Clicking on the gear icon opens the drop-down menu.
Open the drop-down menu next to the database you want to manage by clicking on the gear icon.
Open the drop-down menu next to the database that changes will be made on by clicking on the gear
icon.
Several actions are available:
@ -35,22 +37,22 @@ Several actions are available:
Upgrade
=======
If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade
<../upgrade>` your database. A **Rolling Release button** on your database's main screen proposes an
upgrade to the latest version (e.g., 13.0 to 15.1).
If the database is *not* on the latest **Online version**, the administrator should receive an
invitation to :doc:`upgrade <../upgrade>` the database. A :guilabel:`Rolling Release`` button on the
database's main screen proposes an upgrade to the latest version (e.g., 14.0 to 16.1).
.. important::
- | **If your Odoo database's version is lower than the latest major release:**
| You must upgrade your database within two months. After these two months, an automatic
- | **If the Odoo database's version is lower than the latest major release:**
| The database must be upgraded within two months. After these two months, an automatic
upgrade is initiated.
- | **If your Odoo database's version is equal to or higher than the latest major release:**
| You can disregard the invitation to upgrade as you probably wouldn't benefit from new
- | **If the Odoo database's version is equal to or higher than the latest major release:**
| Disregard the invitation to upgrade as the database probably wouldn't benefit from new
features every two months.
.. note::
Versions that are not supported anymore become deprecated and need to be updated to avoid
security issues. We recommend you initiate the upgrade of the database yourself, as this method
allows you to request a test upgrade of your database to check for any discrepancies.
security issues. Odoo recommends that the company initiate the upgrade, as this method allows for
the company to request a test upgrade of the database to check for any discrepancies.
.. seealso::
- :doc:`../upgrade`
@ -61,12 +63,12 @@ upgrade to the latest version (e.g., 13.0 to 15.1).
Duplicate
=========
Make an exact copy of the database to be able to perform testing without compromising the daily
operations.
This allows to make an exact copy of the database to be able to perform testing without compromising
the daily operations.
.. important::
- By checking *For testing purposes*, all external communication (emails, payments, delivery
orders, etc.) are disabled by default on the duplicated database.
- By checking :guilabel:`For testing purposes`, all external communication (emails, payments,
delivery orders, etc.) are disabled by default on the duplicated database.
- Duplicate databases expire automatically after 15 days.
.. _odoo_online/rename:
@ -81,7 +83,7 @@ Rename the database and its URL.
Download
========
Download instantly a ZIP file with a backup of the database.
Instantly download a ZIP file with a backup of the database.
.. note::
Databases are backed up daily according to the `Odoo Cloud SLA
@ -115,8 +117,8 @@ Delete a database instantly.
Deleting a database means that all data is permanently lost. The deletion is instant and for all
users. It is recommended to create a backup of the database before deleting it.
Read carefully the warning message that pops up and proceed only if you fully understand the
implications of deleting a database:
Carefully read the warning message that pops up and proceed only if the implications of deleting a
database are fully understood:
.. image:: odoo_online/delete.png
:align: center
@ -127,7 +129,6 @@ implications of deleting a database:
- The database name is immediately available for a new database.
- It is not possible to delete a database if it is expired or linked to a subscription. If
needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
- To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
.. _odoo_online/contact-support:
@ -142,14 +143,15 @@ pre-filled.
Invite / Remove Users
=====================
To invite users, fill out the email address of the new user and click on *Invite*. To add multiple
users, click on *Add more users*.
To invite users, fill out the email address of the new user and click on :guilabel:`Invite`. To add
multiple users, click on :guilabel:`Add more users`.
.. image:: odoo_online/invite-users.png
:align: center
:alt: Clicking on "Add more users" adds additional email fields.
To remove users, select the users to remove and click on *Remove*.
To remove users, select the users to remove and click on :guilabel:`Remove`.
.. seealso::
- :doc:`/applications/general/users/manage_users`
- :doc:`/applications/general/users/delete_account`

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@ -1,10 +1,8 @@
:nosearch:
:hide-page-toc:
:show-toc:
=================
Users & Companies
=================
===================
Users and companies
===================
Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as
many users as you need and, in order to restrict the type of information each user can access, rules
@ -18,3 +16,4 @@ can be applied. Users and access rights can be added and changed at any point.
users/access_rights
users/companies
users/portal
users/delete_account

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@ -0,0 +1,21 @@
============================
Deleting an Odoo.com Account
============================
To delete your Odoo.com account, access the delete option by clicking on the user icon. The delete
option can be accessed by going to :menuselection:`My Account --> Edit Security Settings --> Delete
Account`. It can also be accessed by going to https://www.odoo.com/my/home.
.. danger::
Deleting an Odoo account is irreversible. Take caution when performing this action as the
Odoo.com account will not be retrievable.
Upon clicking the :guilabel:`Delete Account` button, a pop-up window will appear, asking you to
confirm the account deletion.
.. image:: delete_account/delete-account.png
:align: center
:alt: Clicking on the Delete Account button will populate a window verifying the change.
Confirm the deletion by entering the :guilabel:`password` and the :guilabel:`login` for the account
being deleted. Click the :guilabel:`Delete Account` button to confirm the deletion.

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