[MERGE] Forward-port of branch 13.0 to 14.0

This commit is contained in:
Antoine Vandevenne (anv) 2021-05-03 11:40:21 +02:00
commit 91a0e5b9fa
18 changed files with 87 additions and 20 deletions

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@ -49,7 +49,7 @@ company only. To do so, on their forms, choose between:
Employees' access
-----------------
Once companies are created, manage your employees' :doc:`Access Rights <../odoo_basics/add_user>`
Once companies are created, manage your employees' :doc:`Access Rights <../odoo_basics/users>`
for *Multi Companies*.
.. image:: media/access_rights_multi_companies.png

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@ -6,5 +6,5 @@ Basics
:titlesonly:
odoo_basics/choose_language
odoo_basics/add_user
odoo_basics/users
odoo_basics/export-data

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

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@ -61,5 +61,5 @@ or use the stage.
:alt: View of a teams kanban view in Odoo Helpdesk
.. seealso::
- :doc:`../../general/odoo_basics/add_user`
- :doc:`../../general/odoo_basics/users`

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@ -186,6 +186,8 @@ discuss/overview.rst discuss/overview/get_started.rst # (#6
crm/optimize/onsip.rst general/voip/onsip.rst # crm/optimize/* --> general/voip/*
crm/optimize/setup.rst general/voip/asterisk.rst # crm/optimize/setup --> general/voip/asterisk
general/odoo_basics/add_user.rst general/odoo_basics/users.rst # add_user --> users
# Redirections introduced in 14.0 :
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
@ -201,4 +203,4 @@ purchase/purchases/master/uom.rst purchase/products/uom.rst # (#814)
purchase/replenishment/flows/compute_date.rst inventory/management/planning/scheduled_dates.rst # (#814)
purchase/replenishment/flows/purchase_triggering.rst purchase/products/reordering.rst # (#814)
purchase/replenishment/flows/setup_stock_rule.rst purchase/products/reordering.rst # (#814)
purchase/replenishment/multicompany/setup.rst general/multi_companies/manage_multi_companies.rst # (#814)
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.