diff --git a/general/multi_companies/manage_multi_companies.rst b/general/multi_companies/manage_multi_companies.rst index dcd4eae39..8d7932c5c 100644 --- a/general/multi_companies/manage_multi_companies.rst +++ b/general/multi_companies/manage_multi_companies.rst @@ -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 diff --git a/general/odoo_basics.rst b/general/odoo_basics.rst index eb14a9186..43de50b65 100644 --- a/general/odoo_basics.rst +++ b/general/odoo_basics.rst @@ -6,5 +6,5 @@ Basics :titlesonly: odoo_basics/choose_language - odoo_basics/add_user + odoo_basics/users odoo_basics/export-data \ No newline at end of file diff --git a/general/odoo_basics/add_user.rst b/general/odoo_basics/users.rst similarity index 66% rename from general/odoo_basics/add_user.rst rename to general/odoo_basics/users.rst index 489ec9e10..d8059ea1c 100644 --- a/general/odoo_basics/add_user.rst +++ b/general/odoo_basics/users.rst @@ -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 ` choose the group within + :ref:`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 user’s 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 user’s 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 `. + +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 `, 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 group’s 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 group’s 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 group’s 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 group’s 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 group’s 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 `_ documentation. -.. image:: media/multi_companies.png +.. image:: users/multi-companies.png :align: center :height: 300 :alt: View of a user’s form emphasizing the multi companies field in Odoo diff --git a/general/odoo_basics/users/change-password.png b/general/odoo_basics/users/change-password.png new file mode 100644 index 000000000..59aa396f9 Binary files /dev/null and b/general/odoo_basics/users/change-password.png differ diff --git a/general/odoo_basics/media/groups_access_rights.png b/general/odoo_basics/users/groups-access-rights.png similarity index 100% rename from general/odoo_basics/media/groups_access_rights.png rename to general/odoo_basics/users/groups-access-rights.png diff --git a/general/odoo_basics/media/groups_inherited.png b/general/odoo_basics/users/groups-inherited.png similarity index 100% rename from general/odoo_basics/media/groups_inherited.png rename to general/odoo_basics/users/groups-inherited.png diff --git a/general/odoo_basics/media/groups_menus.png b/general/odoo_basics/users/groups-menus.png similarity index 100% rename from general/odoo_basics/media/groups_menus.png rename to general/odoo_basics/users/groups-menus.png diff --git a/general/odoo_basics/media/groups_record_rules.png b/general/odoo_basics/users/groups-record-rules.png similarity index 100% rename from general/odoo_basics/media/groups_record_rules.png rename to general/odoo_basics/users/groups-record-rules.png diff --git a/general/odoo_basics/media/groups_users.png b/general/odoo_basics/users/groups-users.png similarity index 100% rename from general/odoo_basics/media/groups_users.png rename to general/odoo_basics/users/groups-users.png diff --git a/general/odoo_basics/media/invitation_email.png b/general/odoo_basics/users/invitation-email.png similarity index 100% rename from general/odoo_basics/media/invitation_email.png rename to general/odoo_basics/users/invitation-email.png diff --git a/general/odoo_basics/media/manage_users.png b/general/odoo_basics/users/manage-users.png similarity index 100% rename from general/odoo_basics/media/manage_users.png rename to general/odoo_basics/users/manage-users.png diff --git a/general/odoo_basics/media/multi_companies.png b/general/odoo_basics/users/multi-companies.png similarity index 100% rename from general/odoo_basics/media/multi_companies.png rename to general/odoo_basics/users/multi-companies.png diff --git a/general/odoo_basics/users/password-email.png b/general/odoo_basics/users/password-email.png new file mode 100644 index 000000000..8ec0f2390 Binary files /dev/null and b/general/odoo_basics/users/password-email.png differ diff --git a/general/odoo_basics/users/password-reset-login.png b/general/odoo_basics/users/password-reset-login.png new file mode 100644 index 000000000..69858131f Binary files /dev/null and b/general/odoo_basics/users/password-reset-login.png differ diff --git a/general/odoo_basics/media/user_type.png b/general/odoo_basics/users/user-type.png similarity index 100% rename from general/odoo_basics/media/user_type.png rename to general/odoo_basics/users/user-type.png diff --git a/helpdesk/overview/getting_started.rst b/helpdesk/overview/getting_started.rst index 2e5588f36..64bd02bd8 100644 --- a/helpdesk/overview/getting_started.rst +++ b/helpdesk/overview/getting_started.rst @@ -61,5 +61,5 @@ or use the stage. :alt: View of a team’s kanban view in Odoo Helpdesk .. seealso:: - - :doc:`../../general/odoo_basics/add_user` + - :doc:`../../general/odoo_basics/users` diff --git a/redirects.txt b/redirects.txt index c1475fd45..c48807052 100644 --- a/redirects.txt +++ b/redirects.txt @@ -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) \ No newline at end of file +purchase/replenishment/multicompany/setup.rst general/multi_companies/manage_multi_companies.rst # (#814) diff --git a/studio/how_to/reports.rst b/studio/how_to/reports.rst index d8e8f6dab..c2013aee0 100644 --- a/studio/how_to/reports.rst +++ b/studio/how_to/reports.rst @@ -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.