[ADD] eCommerce: customer accounts

Adding a page on customer accounts for the eCommerce doc. Forward to
master.

closes odoo/documentation#3769

Taskid: 3223001
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Tom Aarab (toaa) 2023-03-07 14:47:01 +00:00 committed by Jonathan Castillo (jcs)
parent 56a2ba7f98
commit 49b45c9aa6
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@ -109,6 +109,10 @@ Process`. You can choose between:
- :guilabel:`Disabled (buy as guest)`: customers can only checkout as guests;
- :guilabel:`Mandatory (no guest checkout)`: customers can only checkout if they have signed-in.
.. seealso::
- :doc:`../ecommerce_management/customer_accounts`
- :doc:`/applications/general/users/portal`
B2B access restriction
----------------------

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@ -8,3 +8,4 @@ eCommerce management
:titlesonly:
ecommerce_management/order_handling
ecommerce_management/customer_accounts

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@ -0,0 +1,43 @@
=================
Customer accounts
=================
Having customer accounts on an eCommerce allows customers to access all their documents from a
single place. To access their account, customers must be **logged-in** on the eCommerce website,
click on their **username** in the top-right corner of the screen, and click :guilabel:`My Account`.
From there, customers can access their :guilabel:`quotations`, :guilabel:`orders`,
:guilabel:`invoices`, etc.
.. image:: customer_accounts/account-log.png
:align: center
:alt: Customer account log-in
.. note::
Customers can only have an account if the :ref:`sign in/up at checkout <checkout-sign>` option
allows for accounts creation.
.. tip::
Similarly to the rest of the website, the customer account page can be customized with **content
blocks** and other features through the **website builder**.
.. seealso::
:doc:`/applications/general/users/portal`
Access restriction
==================
It is possible to allow or restrict the documents to which customers have access through the website
builder. Log in your **own** account with your Odoo database credentials, and go to
:menuselection:`Edit --> Customize`. From the website builder menu, enable or disable the documents
customers can have access to.
.. image:: customer_accounts/account-documents.png
:align: center
:alt: Documents to which customers have access to from their account
Multi-website account
=====================
If you own multiple websites, you can make customer accounts available across **all** websites.
Then, the customer only needs one account. To do so, go to :menuselection:`Website --> Configuration
--> Settings --> Privacy section`, and enable :guilabel:`Shared Customer Accounts`.

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@ -24,6 +24,7 @@ applications/websites/ecommerce/shopper_experience/payment_acquirer.rst applicat
applications/websites/ecommerce/maximizing_revenue/upselling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/upselling -> /products/cross_upselling
applications/websites/ecommerce/maximizing_revenue/cross_selling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/cross_selling -> /products/cross_upselling
applications/websites/ecommerce/shopper_experience/payment_providers.rst applications/websites/ecommerce/checkout_payment_shipping/payments.rst # /shopper_experience/payment_providers -> /checkout_payment_shipping/payments
applications/websites/ecommerce/shopper_experience/portal.rst applications/websites/ecommerce/ecommerce_management/customer_accounts.rst # /shopper_experience/portal -> /ecommerce_management/customer_accounts
# developer/howtos