[IMP] Misc: Portal User Change Login Initial Commit

closes odoo/documentation#7058

X-original-commit: d423038270
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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/manage_users`
-   - :doc:`../../applications/general/users/delete_account`
+   - :doc:`/applications/general/users/odoo_account`
-

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

content/applications/general/users/delete_account.rst

@@ -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.

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 <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
+   <https://www.odoo.com/help>`_.
+
+.. 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`

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
+.. _portal/main:
-within an Odoo database.
 
-Some common use cases for providing portal access include allowing customers to read/view any or
+Portal access is given to users who need the ability to view certain documents or information within
-all of the following in Odoo:
+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
+From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not yet
-yet created in the database, click on the :guilabel:`Create` button, enter the details of the
+created in the database, click on the :guilabel:`Create` button, enter the details of the contact,
-contact, and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on
+and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on the
-the :guilabel:`Action` drop-down menu located at the top-center of the interface.
+: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
+   </applications/general/users/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 <portal/custinfo>`.
+
+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 <portal/main>`.
+
+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 <portal/login>`.
+
+.. 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`.

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