[IMP] Misc: Portal User Change Login Initial Commit
closes odoo/documentation#7053
X-original-commit: d423038270
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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648f20a832
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@ -129,6 +129,5 @@ users, click :guilabel:`Add more users`.
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To remove users, select them and click :guilabel:`Remove`.
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.. seealso::
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- :doc:`../../applications/general/users/manage_users`
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- :doc:`../../applications/general/users/delete_account`
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- :doc:`/applications/general/users/manage_users`
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- :doc:`/applications/general/users/odoo_account`
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@ -16,4 +16,4 @@ can be applied. Users and access rights can be added and changed at any point.
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users/access_rights
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users/companies
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users/portal
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users/delete_account
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users/odoo_account
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@ -1,21 +0,0 @@
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============================
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Deleting an Odoo.com Account
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============================
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To delete your Odoo.com account, access the delete option by clicking on the user icon. The delete
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option can be accessed by going to :menuselection:`My Account --> Edit Security Settings --> Delete
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Account`. It can also be accessed by going to https://www.odoo.com/my/home.
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.. danger::
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Deleting an Odoo account is irreversible. Take caution when performing this action as the
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Odoo.com account will not be retrievable.
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Upon clicking the :guilabel:`Delete Account` button, a pop-up window will appear, asking you to
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confirm the account deletion.
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.. image:: delete_account/delete-account.png
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:align: center
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:alt: Clicking on the Delete Account button will populate a window verifying the change.
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Confirm the deletion by entering the :guilabel:`password` and the :guilabel:`login` for the account
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being deleted. Click the :guilabel:`Delete Account` button to confirm the deletion.
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78
content/applications/general/users/odoo_account.rst
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78
content/applications/general/users/odoo_account.rst
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@ -0,0 +1,78 @@
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========================
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Odoo.com account changes
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========================
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This documentation is dedicated to edits made to an Odoo.com account. The following processes
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describe how to delete an Odoo.com account, and how to change the password on an Odoo.com account.
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Delete Odoo.com account
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=======================
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To delete an Odoo.com account, start by clicking the profile icon in the upper-right corner
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(represented by the username and icon) to reveal a drop-down menu. From the drop-down menu, select
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:guilabel:`My Odoo.com account`, which reveals the user portal.
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From the user portal, the delete option can be accessed by going to :menuselection:`My Account -->
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Edit Security Settings --> Delete Account`. It can also be accessed by going to
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`https://www.odoo.com/my/home <https://www.odoo.com/my/home>`_.
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.. danger::
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Deleting an Odoo account is irreversible. Be careful performing this action, as the Odoo.com
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account is **not** retrievable once deleted.
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Upon clicking the :guilabel:`Delete Account` button, a pop-up window appears, requesting
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confirmation for the account deletion.
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.. image:: odoo_account/delete-account.png
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:align: center
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:alt: Clicking on the Delete Account button will populate a window verifying the change.
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To confirm the deletion, enter the :guilabel:`Password` and the :guilabel:`Login` for the account
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being deleted. Then, click the :guilabel:`Delete Account` button to confirm the deletion.
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Odoo.com account password change
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================================
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To change an Odoo.com account password, first login into the Odoo.com user account from the Odoo.com
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login page. After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼
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(down arrow)` icon next to the profile icon. Then, select :guilabel:`My Account`, and a portal
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dashboard appears.
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To change the Odoo.com password, click on the :guilabel:`Edit Security Settings` link, below the
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:menuselection:`Account Security` section. Next, make the necessary changes by typing in the current
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:guilabel:`Password`, :guilabel:`New Password`, and verify the new password. Lastly, click on
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:guilabel:`Change Password` to complete the password change.
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.. note::
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If a customer would like to change the login, contact Odoo support `here
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<https://www.odoo.com/help>`_.
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.. note::
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Passwords for Odoo.com users and portal users remain separate, even if the same email address is
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used.
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Add two-factor authentication
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=============================
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To add two-factor authentication, login into the Odoo.com user account from the Odoo.com login page.
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After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼ (down
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arrow)` icon next to the :guilabel:`profile icon`. Then, select :guilabel:`My Account`, and a portal
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dashboard appears.
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If the user would like to turn on two-factor authentication (2FA) for Odoo.com access, click on the
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:guilabel:`Edit Security Settings` link below the :menuselection:`Account Security` section.
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Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor
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authentication)`. Then, confirm the current password in the :guilabel:`Password` field. Next, click
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on :guilabel:`Confirm Password`. Following that, activate :abbr:`2FA (two-factor authentication)` in
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a :abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the
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:guilabel:`QR code` or entering a :guilabel:`Verification Code`.
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Finally, click on :guilabel:`Enable two-factor authentication` to complete the setup.
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.. note::
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Under :guilabel:`My Account` Odoo.com users can also access the following:
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- :guilabel:`My Partner dashboard`
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- :guilabel:`My In-App Services`
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- :guilabel:`My Apps Dashboard`
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Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
@ -2,11 +2,13 @@
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Portal access
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=============
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Portal access is given to users who need the ability to view certain documents or information
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within an Odoo database.
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.. _portal/main:
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Some common use cases for providing portal access include allowing customers to read/view any or
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all of the following in Odoo:
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Portal access is given to users who need the ability to view certain documents or information within
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an Odoo database.
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Some common use cases for providing portal access include allowing customers to read/view any or all
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of the following in Odoo:
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- leads/opportunities
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- quotations/sales orders
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@ -26,14 +28,14 @@ all of the following in Odoo:
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Provide portal access to customers
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==================================
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From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not
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yet created in the database, click on the :guilabel:`Create` button, enter the details of the
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contact, and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on
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the :guilabel:`Action` drop-down menu located at the top-center of the interface.
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From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not yet
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created in the database, click on the :guilabel:`Create` button, enter the details of the contact,
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and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on the
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:guilabel:`Action` drop-down menu located at the top-center of the interface.
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.. image:: portal/grant-portal-access.png
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:align: center
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:alt: Use the Contacts application to give portal access to users
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:alt: Use the Contacts application to give portal access to users.
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Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields:
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@ -63,3 +65,103 @@ user for that Odoo database.
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At any time, portal access can be revoked by navigating to the contact, clicking
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:menuselection:`Action --> Grant portal access`, and then unselecting the checkbox under the
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:guilabel:`In Portal` column and clicking :guilabel:`Apply`.
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.. _portal/login:
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Change portal username
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======================
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There may be times when a portal user wants to change their user login. This can be done by any user
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in the database with administrator access rights. The following process outlines the necessary steps
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to change the portal user login.
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.. seealso::
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:doc:`See the documentation on setting access rights
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</applications/general/users/access_rights>`.
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First, navigate to :menuselection:`Settings app --> Users`. Then, under :guilabel:`Filters`, select
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:guilabel:`Portal Users`, or select :guilabel:`Add Custom Filter` and set the following
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configuration :guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this selection,
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search for (and open) the portal user that needs to be edited.
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Next, click :guilabel:`Edit` (if necessary), click into the :guilabel:`Email Address` field, and
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proceed to make any necessary changes to this field. The :guilabel:`Email Address` field is used to
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log into the Odoo portal.
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.. note::
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Changing the :guilabel:`Email Address` (or login) only changes the *username* on the customer's
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portal login.
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In order to change the contact email, this change needs to take place on the contact template in
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the *Contacts* app. Alternatively, the customer can change their email directly from the portal,
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but the login **cannot** be changed. :ref:`See change customer info <portal/custinfo>`.
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Customer portal changes
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=======================
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There may be times when the customer would like to make changes to their contact information,
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password/security, or payment information attached to the portal account. This can be performed by
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the customer from their portal. The following process is how a customer can change their contact
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information.
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.. _portal/custinfo:
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Change customer info
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--------------------
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in. Portal documents from the
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various installed Odoo applications will appear with the number count of each.
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.. seealso::
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:ref:`Portal access documentation <portal/main>`.
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Next, navigate to the upper-right corner of the portal, and click the :guilabel:`Edit` button, next
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to the :guilabel:`Details` section. Then, change the pertinent information, and click
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:guilabel:`Confirm`.
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Change password
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---------------
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in.
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If the customer would like to change their password for portal access, click on the :guilabel:`Edit
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Security Settings` link, below the :guilabel:`Account Security` section. Then, make the necessary
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changes, by typing in the current :guilabel:`Password`, :guilabel:`New Password`, and verify the new
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password. Lastly, click on :guilabel:`Change Password` to complete the password change.
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.. note::
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If a customer would like to change the login, as documented above, contact the Odoo database
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point-of-contact. :ref:`See above documentation on changing the portal username <portal/login>`.
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.. note::
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Passwords for portal users and Odoo.com users remain separate, even if the same email address is
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used.
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Add two-factor authentication
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-----------------------------
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in.
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If the customer would like to turn on two-factor authentication (2FA) for portal access, click on
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the :guilabel:`Edit Security Settings` link, below the :guilabel:`Account Security` section.
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Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor
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authentication)`. Confirm the current portal password in the :guilabel:`Password` field. Then, click
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on :guilabel:`Confirm Password`. Next, activate :abbr:`2FA (two-factor authentication)` in a
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:abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the
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:guilabel:`QR code` or entering a :guilabel:`Verification Code`.
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Finally, click :guilabel:`Enable two-factor authentication` to complete the setup.
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Change payment info
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-------------------
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in.
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If the customer would like to manage payment options, navigate to the :guilabel:`Manage payment
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methods` in the menu on the right. Then, add the new payment information, and select :guilabel:`Add
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new card`.
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content/applications/general/users/portal/filter-portal-user.png
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@ -48,6 +48,7 @@ applications/finance/accounting/payables/supplier_bills/manage.rst applications/
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applications/general/calendars/outlook/outlook_calendar.rst applications/productivity/calendar/outlook.rst # general/calendars/outlook/outlook_calendar -> productivity/calendar/outlook
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applications/general/calendars/google/google_calendar_credentials.rst applications/productivity/calendar/google.rst # general/calendars/google/google_calendar_credentials -> productivity/calendar/google
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applications/general/users/delete_account.rst applications/general/users/odoo_account.rst # general/users/delete_account -> general/users/odoo_account
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# applications/hr
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