[MERGE] Forward-port of branch 13.0 to 14.0
@ -49,7 +49,7 @@ company only. To do so, on their forms, choose between:
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Employees' access
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-----------------
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Once companies are created, manage your employees' :doc:`Access Rights <../odoo_basics/add_user>`
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Once companies are created, manage your employees' :doc:`Access Rights <../odoo_basics/users>`
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for *Multi Companies*.
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.. image:: media/access_rights_multi_companies.png
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@ -6,5 +6,5 @@ Basics
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:titlesonly:
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odoo_basics/choose_language
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odoo_basics/add_user
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odoo_basics/users
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odoo_basics/export-data
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@ -1,6 +1,6 @@
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==================================
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Add Users and Manage Access Rights
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==================================
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=======================
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Users and Access Rights
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=======================
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Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as
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many users as you need and, in order to restrict the type of information each user can access, rules
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@ -13,13 +13,13 @@ Add individual users
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Go to :menuselection:`Settings --> Manage Users` and click on *Create*.
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.. image:: media/manage_users.png
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.. image:: users/manage-users.png
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:align: center
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:height: 280
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:alt: View of the settings page emphasizing the manage users field in Odoo
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| Fill in the form with the needed information. Under the tab
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:ref:`Access Rights <general/odoo_basics/add_user/access_rights>` choose the group within
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:ref:`Access Rights <general/odoo_basics/users/access_rights>` choose the group within
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each application the user can have access to.
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| The list of applications shown is based on the applications installed on the database.
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@ -30,7 +30,7 @@ Go to :menuselection:`Settings --> Manage Users` and click on *Create*.
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When you are done editing the page and have *Saved* it, an invitation email is automatically sent to
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the user. The user must click on it to accept the invitation and create a login.
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.. image:: media/invitation_email.png
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.. image:: users/invitation-email.png
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:align: center
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:alt: View of a user’s form with a notification that the invitation email has been sent in Odoo
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@ -42,7 +42,7 @@ the user. The user must click on it to accept the invitation and create a login.
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With the :doc:`Developer mode <../../general/developer_mode/activate>` activated, *User Types* can
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be selected.
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.. image:: media/user_type.png
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.. image:: users/user-type.png
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:align: center
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:height: 300
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:alt: View of a user’s form in developer mode emphasizing the user type field in Odoo
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@ -51,7 +51,72 @@ The *Portal* and *Public* options do not allow you to choose access rights. Memb
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ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
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groups.
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.. _general/odoo_basics/add_user/access_rights:
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.. _users/passwords-management:
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Passwords management
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====================
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.. _users/reset-password:
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Reset passwords
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---------------
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.. _users/reset-password-login:
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Enable password resets from login page
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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It is possible to enable password resets directly from the login page.
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To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*.
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.. image:: users/password-reset-login.png
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:align: center
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:alt: Enabling Password Reset in Odoo Settings
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.. _users/reset-password-email:
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Send reset instructions to users
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Go to :menuselection:`Settings --> Users & Companies --> Users`, select the user out of the list and
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click on *Send Password Reset Instructions* on its user form. An email is automatically sent to
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them.
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.. note::
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The *Send Password Reset Instructions* button only appears if the Odoo invitation email has
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already been confirmed by the user.
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This email contains all the instructions needed to reset the password, along with a link redirecting
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the user to an Odoo login page.
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.. image:: users/password-email.png
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:align: center
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:alt: Example of an email with a password reset link for an Odoo account
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.. _users/change-password:
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Change users’ passwords
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-----------------------
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Go to :menuselection:`Settings --> Users & Companies --> Users` and select a user to access its
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form. Click on the *Action* button and select *Change Password*.
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.. image:: users/change-password.png
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:align: center
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:alt: Change another user's password on Odoo
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Enter a new password and confirm by clicking on *Change Password*.
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.. note::
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This operation only modifies the password of the users locally and does not affect their odoo.com
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account. If you want to change the odoo.com password, you can :ref:`send the password reset
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instructions <users/reset-password-email>`.
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Click on *Change Password* one more time. You are then redirected to an Odoo login page where you
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can reaccess your database using your new password.
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.. _general/odoo_basics/users/access_rights:
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Access Rights in detail
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=======================
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@ -60,7 +125,7 @@ Activate the :doc:`Developer mode <../../general/developer_mode/activate>`, then
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:menuselection:`Settings --> Users & Companies --> Groups`.
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Groups
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||||
~~~~~~
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||||
------
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| When choosing the groups the user can have access under
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:ref:`Access Rights <general/odoo_basics/add_individual_user>`, details of the rules and
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@ -69,7 +134,7 @@ Groups
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| Under *Users*, have a list of the current ones. The ones with administrative rights are shown
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in black.
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.. image:: media/groups_users.png
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.. image:: users/groups-users.png
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:align: center
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:alt: View of a group’s form emphasizing the tab users in Odoo
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@ -77,7 +142,7 @@ Groups
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following ones. In the example below, users who have access to the group *Administrator* of *Sales*
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also have access to *Website/Restricted Editor* and *Sales/User: All Documents*.
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.. image:: media/groups_inherited.png
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.. image:: users/groups-inherited.png
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:align: center
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||||
:height: 330
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:alt: View of a group’s form emphasizing the tab inherited in Odoo
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@ -88,7 +153,7 @@ also have access to *Website/Restricted Editor* and *Sales/User: All Documents*.
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The *Menus* tab is where you define which menus (models) the user can have access to.
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.. image:: media/groups_menus.png
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.. image:: users/groups-menus.png
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:align: center
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:height: 330
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:alt: View of a group’s form emphasizing the tab menus in Odoo
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@ -101,7 +166,7 @@ is the technical name given to a model. For each model, enable the following opt
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- *Create*: values for that object can be created by the user.
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- *Delete*: the values of that object can be deleted by the user.
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.. image:: media/groups_access_rights.png
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.. image:: users/groups-access-rights.png
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||||
:align: center
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:alt: View of a group’s form emphasizing the tab access rights in Odoo
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@ -111,7 +176,7 @@ is the technical name given to a model. For each model, enable the following opt
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||||
data. Therefore, a domain expression is a list of conditions. For each rule, choose among the
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||||
following options: *Read*, *Write*, *Create* and *Delete* values.
|
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|
||||
.. image:: media/groups_record_rules.png
|
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.. image:: users/groups-record-rules.png
|
||||
:align: center
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:alt: View of a group’s form emphasizing the tab record rules in Odoo
|
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|
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@ -131,7 +196,7 @@ the user can have access.
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behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer
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to `this <https://www.odoo.com/documentation/14.0/howtos/company.html>`_ documentation.
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||||
.. image:: media/multi_companies.png
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||||
.. image:: users/multi-companies.png
|
||||
:align: center
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||||
:height: 300
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||||
:alt: View of a user’s form emphasizing the multi companies field in Odoo
|
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@ -61,5 +61,5 @@ or use the stage.
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:alt: View of a team’s kanban view in Odoo Helpdesk
|
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|
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.. seealso::
|
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- :doc:`../../general/odoo_basics/add_user`
|
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- :doc:`../../general/odoo_basics/users`
|
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|
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|
@ -186,6 +186,8 @@ discuss/overview.rst discuss/overview/get_started.rst # (#6
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crm/optimize/onsip.rst general/voip/onsip.rst # crm/optimize/* --> general/voip/*
|
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crm/optimize/setup.rst general/voip/asterisk.rst # crm/optimize/setup --> general/voip/asterisk
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general/odoo_basics/add_user.rst general/odoo_basics/users.rst # add_user --> users
|
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|
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# Redirections introduced in 14.0 :
|
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|
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crm/optimize/mail_client_extension.rst crm/optimize/outlook_extension.rst # mail_client_extension -> outlook_extension | mail_client_extension is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension
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@ -201,4 +203,4 @@ purchase/purchases/master/uom.rst purchase/products/uom.rst # (#814)
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purchase/replenishment/flows/compute_date.rst inventory/management/planning/scheduled_dates.rst # (#814)
|
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purchase/replenishment/flows/purchase_triggering.rst purchase/products/reordering.rst # (#814)
|
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purchase/replenishment/flows/setup_stock_rule.rst purchase/products/reordering.rst # (#814)
|
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purchase/replenishment/multicompany/setup.rst general/multi_companies/manage_multi_companies.rst # (#814)
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purchase/replenishment/multicompany/setup.rst general/multi_companies/manage_multi_companies.rst # (#814)
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|
@ -34,7 +34,7 @@ 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 <../../general/odoo_basics/add_user>`
|
||||
| **Visible for** is used to set which :doc:`groups <../../general/odoo_basics/users>`
|
||||
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.
|
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|