diff --git a/content/administration/maintain/odoo_online.rst b/content/administration/maintain/odoo_online.rst index f3926e85c..780f3e152 100644 --- a/content/administration/maintain/odoo_online.rst +++ b/content/administration/maintain/odoo_online.rst @@ -129,6 +129,5 @@ users, click :guilabel:`Add more users`. To remove users, select them and click :guilabel:`Remove`. .. seealso:: - - :doc:`../../applications/general/users/manage_users` - - :doc:`../../applications/general/users/delete_account` - + - :doc:`/applications/general/users/manage_users` + - :doc:`/applications/general/users/odoo_account` diff --git a/content/applications/general/users.rst b/content/applications/general/users.rst index 1851c4c22..ed2896fce 100644 --- a/content/applications/general/users.rst +++ b/content/applications/general/users.rst @@ -16,4 +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 + users/odoo_account diff --git a/content/applications/general/users/delete_account.rst b/content/applications/general/users/delete_account.rst deleted file mode 100644 index c10b6a47d..000000000 --- a/content/applications/general/users/delete_account.rst +++ /dev/null @@ -1,21 +0,0 @@ -============================ -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. diff --git a/content/applications/general/users/odoo_account.rst b/content/applications/general/users/odoo_account.rst new file mode 100644 index 000000000..c0f6afd88 --- /dev/null +++ b/content/applications/general/users/odoo_account.rst @@ -0,0 +1,78 @@ +======================== +Odoo.com account changes +======================== + +This documentation is dedicated to edits made to an Odoo.com account. The following processes +describe how to delete an Odoo.com account, and how to change the password on an Odoo.com account. + +Delete Odoo.com account +======================= + +To delete an Odoo.com account, start by clicking the profile icon in the upper-right corner +(represented by the username and icon) to reveal a drop-down menu. From the drop-down menu, select +:guilabel:`My Odoo.com account`, which reveals the user portal. + +From the user portal, 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. Be careful performing this action, as the Odoo.com + account is **not** retrievable once deleted. + +Upon clicking the :guilabel:`Delete Account` button, a pop-up window appears, requesting +confirmation for the account deletion. + +.. image:: odoo_account/delete-account.png + :align: center + :alt: Clicking on the Delete Account button will populate a window verifying the change. + +To confirm the deletion, enter the :guilabel:`Password` and the :guilabel:`Login` for the account +being deleted. Then, click the :guilabel:`Delete Account` button to confirm the deletion. + +Odoo.com account password change +================================ + +To change an Odoo.com account password, first login into the Odoo.com user account from the Odoo.com +login page. After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼ +(down arrow)` icon next to the profile icon. Then, select :guilabel:`My Account`, and a portal +dashboard appears. + +To change the Odoo.com password, click on the :guilabel:`Edit Security Settings` link, below the +:menuselection:`Account Security` section. Next, make the necessary changes by typing in the current +:guilabel:`Password`, :guilabel:`New Password`, and verify the new password. Lastly, click on +:guilabel:`Change Password` to complete the password change. + +.. note:: + If a customer would like to change the login, contact Odoo support `here + `_. + +.. note:: + Passwords for Odoo.com users and portal users remain separate, even if the same email address is + used. + +Add two-factor authentication +============================= + +To add two-factor authentication, login into the Odoo.com user account from the Odoo.com login page. +After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼ (down +arrow)` icon next to the :guilabel:`profile icon`. Then, select :guilabel:`My Account`, and a portal +dashboard appears. + +If the user would like to turn on two-factor authentication (2FA) for Odoo.com access, click on the +:guilabel:`Edit Security Settings` link below the :menuselection:`Account Security` section. + +Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor +authentication)`. Then, confirm the current password in the :guilabel:`Password` field. Next, click +on :guilabel:`Confirm Password`. Following that, activate :abbr:`2FA (two-factor authentication)` in +a :abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the +:guilabel:`QR code` or entering a :guilabel:`Verification Code`. + +Finally, click on :guilabel:`Enable two-factor authentication` to complete the setup. + +.. note:: + Under :guilabel:`My Account` Odoo.com users can also access the following: + + - :guilabel:`My Partner dashboard` + - :guilabel:`My In-App Services` + - :guilabel:`My Apps Dashboard` diff --git a/content/applications/general/users/delete_account/delete-account.png b/content/applications/general/users/odoo_account/delete-account.png similarity index 100% rename from content/applications/general/users/delete_account/delete-account.png rename to content/applications/general/users/odoo_account/delete-account.png diff --git a/content/applications/general/users/portal.rst b/content/applications/general/users/portal.rst index e46204499..a08da7468 100644 --- a/content/applications/general/users/portal.rst +++ b/content/applications/general/users/portal.rst @@ -2,11 +2,13 @@ Portal access ============= -Portal access is given to users who need the ability to view certain documents or information -within an Odoo database. +.. _portal/main: -Some common use cases for providing portal access include allowing customers to read/view any or -all of the following in Odoo: +Portal access is given to users who need the ability to view certain documents or information within +an Odoo database. + +Some common use cases for providing portal access include allowing customers to read/view any or all +of the following in Odoo: - leads/opportunities - quotations/sales orders @@ -26,14 +28,14 @@ all of the following in Odoo: Provide portal access to customers ================================== -From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not -yet created in the database, click on the :guilabel:`Create` button, enter the details of the -contact, and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on -the :guilabel:`Action` drop-down menu located at the top-center of the interface. +From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not yet +created in the database, click on the :guilabel:`Create` button, enter the details of the contact, +and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on the +:guilabel:`Action` drop-down menu located at the top-center of the interface. .. image:: portal/grant-portal-access.png :align: center - :alt: Use the Contacts application to give portal access to users + :alt: Use the Contacts application to give portal access to users. Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields: @@ -63,3 +65,103 @@ user for that Odoo database. At any time, portal access can be revoked by navigating to the contact, clicking :menuselection:`Action --> Grant portal access`, and then unselecting the checkbox under the :guilabel:`In Portal` column and clicking :guilabel:`Apply`. + +.. _portal/login: + +Change portal username +====================== + +There may be times when a portal user wants to change their user login. This can be done by any user +in the database with administrator access rights. The following process outlines the necessary steps +to change the portal user login. + +.. seealso:: + :doc:`See the documentation on setting access rights + `. + +First, navigate to :menuselection:`Settings app --> Users`. Then, under :guilabel:`Filters`, select +:guilabel:`Portal Users`, or select :guilabel:`Add Custom Filter` and set the following +configuration :guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this selection, +search for (and open) the portal user that needs to be edited. + +Next, click :guilabel:`Edit` (if necessary), click into the :guilabel:`Email Address` field, and +proceed to make any necessary changes to this field. The :guilabel:`Email Address` field is used to +log into the Odoo portal. + +.. note:: + Changing the :guilabel:`Email Address` (or login) only changes the *username* on the customer's + portal login. + + In order to change the contact email, this change needs to take place on the contact template in + the *Contacts* app. Alternatively, the customer can change their email directly from the portal, + but the login **cannot** be changed. :ref:`See change customer info `. + +Customer portal changes +======================= + +There may be times when the customer would like to make changes to their contact information, +password/security, or payment information attached to the portal account. This can be performed by +the customer from their portal. The following process is how a customer can change their contact +information. + +.. _portal/custinfo: + +Change customer info +-------------------- + +First enter the username and password (login) into the database login page to access the portal user +account. A portal dashboard will appear upon successfully logging in. Portal documents from the +various installed Odoo applications will appear with the number count of each. + +.. seealso:: + :ref:`Portal access documentation `. + +Next, navigate to the upper-right corner of the portal, and click the :guilabel:`Edit` button, next +to the :guilabel:`Details` section. Then, change the pertinent information, and click +:guilabel:`Confirm`. + +Change password +--------------- + +First enter the username and password (login) into the database login page to access the portal user +account. A portal dashboard will appear upon successfully logging in. + +If the customer would like to change their password for portal access, click on the :guilabel:`Edit +Security Settings` link, below the :guilabel:`Account Security` section. Then, make the necessary +changes, by typing in the current :guilabel:`Password`, :guilabel:`New Password`, and verify the new +password. Lastly, click on :guilabel:`Change Password` to complete the password change. + +.. note:: + If a customer would like to change the login, as documented above, contact the Odoo database + point-of-contact. :ref:`See above documentation on changing the portal username `. + +.. note:: + Passwords for portal users and Odoo.com users remain separate, even if the same email address is + used. + +Add two-factor authentication +----------------------------- + +First enter the username and password (login) into the database login page to access the portal user +account. A portal dashboard will appear upon successfully logging in. + +If the customer would like to turn on two-factor authentication (2FA) for portal access, click on +the :guilabel:`Edit Security Settings` link, below the :guilabel:`Account Security` section. + +Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor +authentication)`. Confirm the current portal password in the :guilabel:`Password` field. Then, click +on :guilabel:`Confirm Password`. Next, activate :abbr:`2FA (two-factor authentication)` in a +:abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the +:guilabel:`QR code` or entering a :guilabel:`Verification Code`. + +Finally, click :guilabel:`Enable two-factor authentication` to complete the setup. + +Change payment info +------------------- + +First enter the username and password (login) into the database login page to access the portal user +account. A portal dashboard will appear upon successfully logging in. + +If the customer would like to manage payment options, navigate to the :guilabel:`Manage payment +methods` in the menu on the right. Then, add the new payment information, and select :guilabel:`Add +new card`. diff --git a/content/applications/general/users/portal/filter-portal-user.png b/content/applications/general/users/portal/filter-portal-user.png new file mode 100644 index 000000000..ac32ce65a Binary files /dev/null and b/content/applications/general/users/portal/filter-portal-user.png differ diff --git a/redirects/14.0.txt b/redirects/14.0.txt index 1baf537be..e652593b7 100644 --- a/redirects/14.0.txt +++ b/redirects/14.0.txt @@ -48,6 +48,7 @@ applications/finance/accounting/payables/supplier_bills/manage.rst applications/ applications/general/calendars/outlook/outlook_calendar.rst applications/productivity/calendar/outlook.rst # general/calendars/outlook/outlook_calendar -> productivity/calendar/outlook applications/general/calendars/google/google_calendar_credentials.rst applications/productivity/calendar/google.rst # general/calendars/google/google_calendar_credentials -> productivity/calendar/google +applications/general/users/delete_account.rst applications/general/users/odoo_account.rst # general/users/delete_account -> general/users/odoo_account # applications/hr