From 400b3f52b7425efbbd218967bacec344dfbef206 Mon Sep 17 00:00:00 2001 From: Jonathan Castillo Date: Fri, 28 May 2021 14:26:18 +0200 Subject: [PATCH] [MOV] general: renames "odoo_basics" into "users" + split content This commit is part of a larger work to improve the documentation's structure. The toctree structure used to add levels to create categories and make the structure visually more understandable. With the new version of the documentation, plenty of these categories are now redundant. Since other docs were moved away from the section "basics" with previous commits, this category is renamed "users settings" This commit: - renames "basics" into "users settings" - moves the content from "odoo_basics/users" to "users" - it moves the content about "access rights" to a child doc task-2535899 --- content/applications/general.rst | 2 +- .../applications/general/multi_companies.rst | 2 +- content/applications/general/odoo_basics.rst | 9 -- .../general/{odoo_basics => }/users.rst | 99 ++++-------------- .../general/users/access_rights.rst | 67 ++++++++++++ .../access_rights}/groups-access-rights.png | Bin .../access_rights}/groups-inherited.png | Bin .../access_rights}/groups-menus.png | Bin .../access_rights}/groups-record-rules.png | Bin .../access_rights}/groups-users.png | Bin .../users/change-password.png | Bin .../users/invitation-email.png | Bin .../language.rst} | 14 +-- .../language}/choose_language01.png | Bin .../language}/choose_language02.png | Bin .../language}/choose_language03.png | Bin .../language}/choose_language04.png | Bin .../{odoo_basics => }/users/manage-users.png | Bin .../users/multi-companies.png | Bin .../{odoo_basics/media => users}/new_user.png | Bin .../users/password-email.png | Bin .../users/password-reset-login.png | Bin .../{odoo_basics => }/users/user-type.png | Bin .../productivity/studio/how_to/reports.rst | 8 +- .../helpdesk/overview/getting_started.rst | 2 +- redirects.txt | 2 + 26 files changed, 105 insertions(+), 100 deletions(-) delete mode 100644 content/applications/general/odoo_basics.rst rename content/applications/general/{odoo_basics => }/users.rst (57%) create mode 100644 content/applications/general/users/access_rights.rst rename content/applications/general/{odoo_basics/users => users/access_rights}/groups-access-rights.png (100%) rename content/applications/general/{odoo_basics/users => users/access_rights}/groups-inherited.png (100%) rename content/applications/general/{odoo_basics/users => users/access_rights}/groups-menus.png (100%) rename content/applications/general/{odoo_basics/users => users/access_rights}/groups-record-rules.png (100%) rename content/applications/general/{odoo_basics/users => users/access_rights}/groups-users.png (100%) rename content/applications/general/{odoo_basics => }/users/change-password.png (100%) rename content/applications/general/{odoo_basics => }/users/invitation-email.png (100%) rename content/applications/general/{odoo_basics/choose_language.rst => users/language.rst} (86%) rename content/applications/general/{odoo_basics/media => users/language}/choose_language01.png (100%) rename content/applications/general/{odoo_basics/media => users/language}/choose_language02.png (100%) rename content/applications/general/{odoo_basics/media => users/language}/choose_language03.png (100%) rename content/applications/general/{odoo_basics/media => users/language}/choose_language04.png (100%) rename content/applications/general/{odoo_basics => }/users/manage-users.png (100%) rename content/applications/general/{odoo_basics => }/users/multi-companies.png (100%) rename content/applications/general/{odoo_basics/media => users}/new_user.png (100%) rename content/applications/general/{odoo_basics => }/users/password-email.png (100%) rename content/applications/general/{odoo_basics => }/users/password-reset-login.png (100%) rename content/applications/general/{odoo_basics => }/users/user-type.png (100%) diff --git a/content/applications/general.rst b/content/applications/general.rst index 5745694dd..08c594727 100644 --- a/content/applications/general.rst +++ b/content/applications/general.rst @@ -6,7 +6,7 @@ General .. toctree:: - general/odoo_basics + general/users general/export_import_data general/multi_companies general/auth diff --git a/content/applications/general/multi_companies.rst b/content/applications/general/multi_companies.rst index c7a545c80..7d86c1e9b 100644 --- a/content/applications/general/multi_companies.rst +++ b/content/applications/general/multi_companies.rst @@ -50,7 +50,7 @@ company only. To do so, on their forms, choose between: Employees' access ================= -Once companies are created, manage your employees' :doc:`Access Rights ` +Once companies are created, manage your employees' :doc:`Access Rights ` for *Multi Companies*. .. image:: multi_companies/access_rights_multi_companies.png diff --git a/content/applications/general/odoo_basics.rst b/content/applications/general/odoo_basics.rst deleted file mode 100644 index 873685fc3..000000000 --- a/content/applications/general/odoo_basics.rst +++ /dev/null @@ -1,9 +0,0 @@ -====== -Basics -====== - -.. toctree:: - :titlesonly: - - odoo_basics/choose_language - odoo_basics/users \ No newline at end of file diff --git a/content/applications/general/odoo_basics/users.rst b/content/applications/general/users.rst similarity index 57% rename from content/applications/general/odoo_basics/users.rst rename to content/applications/general/users.rst index cd77aa086..877fae188 100644 --- a/content/applications/general/odoo_basics/users.rst +++ b/content/applications/general/users.rst @@ -1,12 +1,24 @@ -======================= -Users and Access Rights -======================= +:show-content: + +============== +Users settings +============== + +.. toctree:: + :titlesonly: + + users/language + users/access_rights 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 can be applied. Users and access rights can be added and changed at any point. -.. _general/odoo_basics/add_individual_user: +.. seealso:: + - :doc:`users/language` + - :doc:`users/access_rights` + +.. _users/add-individual: Add individual users ==================== @@ -19,11 +31,11 @@ Go to :menuselection:`Settings --> Manage Users` and click on *Create*. :alt: View of the settings page emphasizing the manage users field in Odoo | Fill in the form with the needed information. Under the tab - :ref:`Access Rights ` choose the group within - each application the user can have access to. + :doc:`Access Rights ` choose the group within each application the user can + have access to. | The list of applications shown is based on the applications installed on the database. -.. image:: media/new_user.png +.. image:: users/new_user.png :align: center :alt: View of a user’s form emphasizing the access rights tab in Odoo @@ -115,74 +127,7 @@ Enter a new password and confirm by clicking on *Change Password*. Click on *Change Password* one more time. You are then redirected to an Odoo login page where you can reaccess your database using your new password. -.. _general/odoo_basics/users/access_rights: - -Access Rights in detail -======================= - -Activate the :ref:`developer mode `, then go to :menuselection:`Settings --> Users -& Companies --> Groups`. - -Groups ------- - -| When choosing the groups the user can have access under - :ref:`Access Rights `, details of the rules and - inheritances of that group are not shown, so this is when the menu *Groups* comes along. *Groups* - are created to define rules to models within an application. -| Under *Users*, have a list of the current ones. The ones with administrative rights are shown - in black. - -.. image:: users/groups-users.png - :align: center - :alt: View of a group’s form emphasizing the tab users in Odoo - -*Inherited* means that users added to this application group are automatically added to the -following ones. In the example below, users who have access to the group *Administrator* of *Sales* -also have access to *Website/Restricted Editor* and *Sales/User: All Documents*. - -.. image:: users/groups-inherited.png - :align: center - :height: 330 - :alt: View of a group’s form emphasizing the tab inherited in Odoo - -.. important:: - Remember to always test the settings being changed in order to ensure that they are being applied - to the needed and right users. - -The *Menus* tab is where you define which menus (models) the user can have access to. - -.. image:: users/groups-menus.png - :align: center - :height: 330 - :alt: View of a group’s form emphasizing the tab menus in Odoo - -*Access Rights* rules are the first level of rights. The field is composed of the object name, which -is the technical name given to a model. For each model, enable the following options as appropriate: - -- *Read*: the values of that object can be only seen by the user. -- *Write*: the values of that object can be edited by the user. -- *Create*: values for that object can be created by the user. -- *Delete*: the values of that object can be deleted by the user. - -.. image:: users/groups-access-rights.png - :align: center - :alt: View of a group’s form emphasizing the tab access rights in Odoo - -| As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite, - or refine, the *Access Rights*. -| A record rule is written using a *Domain*. Domains are conditions used to filter or searching - data. Therefore, a domain expression is a list of conditions. For each rule, choose among the - following options: *Read*, *Write*, *Create* and *Delete* values. - -.. image:: users/groups-record-rules.png - :align: center - :alt: View of a group’s form emphasizing the tab record rules in Odoo - -.. important:: - Making changes in access rights can have a big impact on the database. For this reason, we - recommend you to contact your Odoo Business Analyst or our Support Team, unless you have - knowledge about Domains in Odoo. +.. _users/multi-companies: Multi Companies =============== @@ -201,5 +146,5 @@ the user can have access. :alt: View of a user’s form emphasizing the multi companies field in Odoo .. seealso:: - - :doc:`../multi_companies` - - :doc:`../../general` \ No newline at end of file + - :doc:`multi_companies` + - :doc:`../general` \ No newline at end of file diff --git a/content/applications/general/users/access_rights.rst b/content/applications/general/users/access_rights.rst new file mode 100644 index 000000000..8439f24c5 --- /dev/null +++ b/content/applications/general/users/access_rights.rst @@ -0,0 +1,67 @@ +============= +Access Rights +============= + +Activate the :ref:`developer mode `, then go to :menuselection:`Settings --> Users & +Companies --> Groups`. + +Groups +====== + +| When choosing the groups the user can have access under + :ref:`Access Rights `, details of the rules and inheritances of that group + are not shown, so this is when the menu *Groups* comes along. *Groups* are created to define rules + to models within an application. +| Under *Users*, have a list of the current ones. The ones with administrative rights are shown + in black. + +.. image:: access_rights/groups-users.png + :align: center + :alt: View of a group’s form emphasizing the tab users in Odoo + +*Inherited* means that users added to this application group are automatically added to the +following ones. In the example below, users who have access to the group *Administrator* of *Sales* +also have access to *Website/Restricted Editor* and *Sales/User: All Documents*. + +.. image:: access_rights/groups-inherited.png + :align: center + :height: 330 + :alt: View of a group’s form emphasizing the tab inherited in Odoo + +.. important:: + Remember to always test the settings being changed in order to ensure that they are being applied + to the needed and right users. + +The *Menus* tab is where you define which menus (models) the user can have access to. + +.. image:: access_rights/groups-menus.png + :align: center + :height: 330 + :alt: View of a group’s form emphasizing the tab menus in Odoo + +*Access Rights* rules are the first level of rights. The field is composed of the object name, which +is the technical name given to a model. For each model, enable the following options as appropriate: + +- *Read*: the values of that object can be only seen by the user. +- *Write*: the values of that object can be edited by the user. +- *Create*: values for that object can be created by the user. +- *Delete*: the values of that object can be deleted by the user. + +.. image:: access_rights/groups-access-rights.png + :align: center + :alt: View of a group’s form emphasizing the tab access rights in Odoo + +| As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite, + or refine, the *Access Rights*. +| A record rule is written using a *Domain*. Domains are conditions used to filter or searching + data. Therefore, a domain expression is a list of conditions. For each rule, choose among the + following options: *Read*, *Write*, *Create* and *Delete* values. + +.. image:: access_rights/groups-record-rules.png + :align: center + :alt: View of a group’s form emphasizing the tab record rules in Odoo + +.. important:: + Making changes in access rights can have a big impact on the database. For this reason, we + recommend you to contact your Odoo Business Analyst or our Support Team, unless you have + knowledge about Domains in Odoo. \ No newline at end of file diff --git a/content/applications/general/odoo_basics/users/groups-access-rights.png b/content/applications/general/users/access_rights/groups-access-rights.png similarity index 100% rename from content/applications/general/odoo_basics/users/groups-access-rights.png rename to content/applications/general/users/access_rights/groups-access-rights.png diff --git a/content/applications/general/odoo_basics/users/groups-inherited.png b/content/applications/general/users/access_rights/groups-inherited.png similarity index 100% rename from content/applications/general/odoo_basics/users/groups-inherited.png rename to content/applications/general/users/access_rights/groups-inherited.png diff --git a/content/applications/general/odoo_basics/users/groups-menus.png b/content/applications/general/users/access_rights/groups-menus.png similarity index 100% rename from content/applications/general/odoo_basics/users/groups-menus.png rename to content/applications/general/users/access_rights/groups-menus.png diff --git a/content/applications/general/odoo_basics/users/groups-record-rules.png b/content/applications/general/users/access_rights/groups-record-rules.png similarity index 100% rename from content/applications/general/odoo_basics/users/groups-record-rules.png rename to content/applications/general/users/access_rights/groups-record-rules.png diff --git a/content/applications/general/odoo_basics/users/groups-users.png b/content/applications/general/users/access_rights/groups-users.png similarity index 100% rename from content/applications/general/odoo_basics/users/groups-users.png rename to content/applications/general/users/access_rights/groups-users.png diff --git a/content/applications/general/odoo_basics/users/change-password.png b/content/applications/general/users/change-password.png similarity index 100% rename from content/applications/general/odoo_basics/users/change-password.png rename to content/applications/general/users/change-password.png diff --git a/content/applications/general/odoo_basics/users/invitation-email.png b/content/applications/general/users/invitation-email.png similarity index 100% rename from content/applications/general/odoo_basics/users/invitation-email.png rename to content/applications/general/users/invitation-email.png diff --git a/content/applications/general/odoo_basics/choose_language.rst b/content/applications/general/users/language.rst similarity index 86% rename from content/applications/general/odoo_basics/choose_language.rst rename to content/applications/general/users/language.rst index bb86d2b94..27572b609 100644 --- a/content/applications/general/odoo_basics/choose_language.rst +++ b/content/applications/general/users/language.rst @@ -1,6 +1,6 @@ -================================ -Manage Odoo in your own language -================================ +=============== +Change language +=============== Odoo provides you with the option to manage Odoo in different languages, and each user can use Odoo in his own language . @@ -15,7 +15,7 @@ From the general dashboard click on the **Settings** app; on the top left of the page select :menuselection:`Translations --> Load a Translation`, select a language to install and click on **LOAD.** -.. image:: media/choose_language01.png +.. image:: language/choose_language01.png :align: center .. note:: @@ -30,13 +30,13 @@ You can change the language to the installed language by going to the drop-down menu at the top right side of the screen, choose **Preferences**. -.. image:: media/choose_language02.png +.. image:: language/choose_language02.png :align: center Then change the Language setting to your installed language and click **SAVE.** -.. image:: media/choose_language03.png +.. image:: language/choose_language03.png :align: center Open a new menu to view the changes. @@ -54,7 +54,7 @@ user and click on **Edit** in the top left corner. Under Preferences you can change the Language to any previously installed language and click **SAVE.** -.. image:: media/choose_language04.png +.. image:: language/choose_language04.png :align: center .. seealso:: diff --git a/content/applications/general/odoo_basics/media/choose_language01.png b/content/applications/general/users/language/choose_language01.png similarity index 100% rename from content/applications/general/odoo_basics/media/choose_language01.png rename to content/applications/general/users/language/choose_language01.png diff --git a/content/applications/general/odoo_basics/media/choose_language02.png b/content/applications/general/users/language/choose_language02.png similarity index 100% rename from content/applications/general/odoo_basics/media/choose_language02.png rename to content/applications/general/users/language/choose_language02.png diff --git a/content/applications/general/odoo_basics/media/choose_language03.png b/content/applications/general/users/language/choose_language03.png similarity index 100% rename from content/applications/general/odoo_basics/media/choose_language03.png rename to content/applications/general/users/language/choose_language03.png diff --git a/content/applications/general/odoo_basics/media/choose_language04.png b/content/applications/general/users/language/choose_language04.png similarity index 100% rename from content/applications/general/odoo_basics/media/choose_language04.png rename to content/applications/general/users/language/choose_language04.png diff --git a/content/applications/general/odoo_basics/users/manage-users.png b/content/applications/general/users/manage-users.png similarity index 100% rename from content/applications/general/odoo_basics/users/manage-users.png rename to content/applications/general/users/manage-users.png diff --git a/content/applications/general/odoo_basics/users/multi-companies.png b/content/applications/general/users/multi-companies.png similarity index 100% rename from content/applications/general/odoo_basics/users/multi-companies.png rename to content/applications/general/users/multi-companies.png diff --git a/content/applications/general/odoo_basics/media/new_user.png b/content/applications/general/users/new_user.png similarity index 100% rename from content/applications/general/odoo_basics/media/new_user.png rename to content/applications/general/users/new_user.png diff --git a/content/applications/general/odoo_basics/users/password-email.png b/content/applications/general/users/password-email.png similarity index 100% rename from content/applications/general/odoo_basics/users/password-email.png rename to content/applications/general/users/password-email.png diff --git a/content/applications/general/odoo_basics/users/password-reset-login.png b/content/applications/general/users/password-reset-login.png similarity index 100% rename from content/applications/general/odoo_basics/users/password-reset-login.png rename to content/applications/general/users/password-reset-login.png diff --git a/content/applications/general/odoo_basics/users/user-type.png b/content/applications/general/users/user-type.png similarity index 100% rename from content/applications/general/odoo_basics/users/user-type.png rename to content/applications/general/users/user-type.png diff --git a/content/applications/productivity/studio/how_to/reports.rst b/content/applications/productivity/studio/how_to/reports.rst index bbcc4e378..fa98c3f24 100644 --- a/content/applications/productivity/studio/how_to/reports.rst +++ b/content/applications/productivity/studio/how_to/reports.rst @@ -34,10 +34,10 @@ them. Fields with related objects have their directives shown on *Field Expressi | Under **Visible if**, define the rule(s) to set visibility conditions to fields. | Example: if choosing to display a product image, you could set a visibility rule to only display the ones that are *set* in the product form, avoiding having a plain icon when they are not set. -| **Visible for** is used to set which :doc:`groups ` - can have access to specific elements in the report. **Limit visibility to groups**, under - *Report*, sets the visibility of the report to specifics groups, meaning that users belonging to - other groups do not see the same final document. +| **Visible for** is used to set which :doc:`groups ` can have access + to specific elements in the report. **Limit visibility to groups**, under *Report*, sets the + visibility of the report to specifics groups, meaning that users belonging to other groups do not + see the same final document. .. image:: media/reports/limit_visibility.png :align: center diff --git a/content/applications/services/helpdesk/overview/getting_started.rst b/content/applications/services/helpdesk/overview/getting_started.rst index e968a409b..7888ff5dc 100644 --- a/content/applications/services/helpdesk/overview/getting_started.rst +++ b/content/applications/services/helpdesk/overview/getting_started.rst @@ -61,4 +61,4 @@ or use the stage. :alt: View of a team’s kanban view in Odoo Helpdesk .. seealso:: - - :doc:`/applications/general/odoo_basics/users` + - :doc:`/applications/general/users` diff --git a/redirects.txt b/redirects.txt index 671319b44..d7efb0053 100644 --- a/redirects.txt +++ b/redirects.txt @@ -208,5 +208,7 @@ content/applications/general/odoo_basics/export-data.rst applications/general/ex applications/settings/users_and_features.rst applications/general.rst # settings/users_and_features -> general applications/general/mobile.rst applications/general.rst # general/mobile -> general applications/general/developer_mode/activate.rst applications/general.rst # developer_mode/activate -> general +applications/general/odoo_basics/users.rst applications/general/users.rst # odoo_basics/users -> users +applications/general/odoo_basics/choose_language.rst applications/general/users/language.rst # odoo_basics/choose_language -> users/language applications/finance/sign/overview/signature_validity.rst applications/finance/sign.rst #sign/overview/signature_validity -> sign/*