[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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Employees' access
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||||||
-----------------
|
-----------------
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||||||
|
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||||||
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>`
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for *Multi Companies*.
|
for *Multi Companies*.
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|
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.. image:: media/access_rights_multi_companies.png
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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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:titlesonly:
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|
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odoo_basics/choose_language
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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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odoo_basics/export-data
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@ -1,6 +1,6 @@
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==================================
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=======================
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Add Users and Manage Access Rights
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Users and Access Rights
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==================================
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=======================
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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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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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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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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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:align: center
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:height: 280
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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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:alt: View of the settings page emphasizing the manage users field in Odoo
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|
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| Fill in the form with the needed information. Under the tab
|
| 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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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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| The list of applications shown is based on the applications installed on the database.
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|
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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
|
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.
|
the user. The user must click on it to accept the invitation and create a login.
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|
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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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: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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:alt: View of a user’s form with a notification that the invitation email has been sent in Odoo
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|
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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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With the :doc:`Developer mode <../../general/developer_mode/activate>` activated, *User Types* can
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be selected.
|
be selected.
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|
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.. image:: media/user_type.png
|
.. image:: users/user-type.png
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:align: center
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:align: center
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:height: 300
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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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: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
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ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
|
ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
|
||||||
groups.
|
groups.
|
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|
|
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.. _general/odoo_basics/add_user/access_rights:
|
.. _users/passwords-management:
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|
|
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|
Passwords management
|
||||||
|
====================
|
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|
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|
.. _users/reset-password:
|
||||||
|
|
||||||
|
Reset passwords
|
||||||
|
---------------
|
||||||
|
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|
.. _users/reset-password-login:
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||||||
|
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|
Enable password resets from login page
|
||||||
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||||
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|
||||||
|
It is possible to enable password resets directly from the login page.
|
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|
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|
To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*.
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|
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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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|
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.. _users/reset-password-email:
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|
|
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|
Send reset instructions to users
|
||||||
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||||
|
|
||||||
|
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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|
|
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|
.. note::
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|
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
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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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|
|
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|
.. _users/change-password:
|
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|
|
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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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|
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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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|
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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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|
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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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|
|
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|
.. _general/odoo_basics/users/access_rights:
|
||||||
|
|
||||||
Access Rights in detail
|
Access Rights in detail
|
||||||
=======================
|
=======================
|
||||||
@ -60,7 +125,7 @@ Activate the :doc:`Developer mode <../../general/developer_mode/activate>`, then
|
|||||||
:menuselection:`Settings --> Users & Companies --> Groups`.
|
:menuselection:`Settings --> Users & Companies --> Groups`.
|
||||||
|
|
||||||
Groups
|
Groups
|
||||||
~~~~~~
|
------
|
||||||
|
|
||||||
| When choosing the groups the user can have access under
|
| When choosing the groups the user can have access under
|
||||||
:ref:`Access Rights <general/odoo_basics/add_individual_user>`, details of the rules and
|
:ref:`Access Rights <general/odoo_basics/add_individual_user>`, details of the rules and
|
||||||
@ -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
|
| Under *Users*, have a list of the current ones. The ones with administrative rights are shown
|
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in black.
|
in black.
|
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|
|
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.. image:: media/groups_users.png
|
.. image:: users/groups-users.png
|
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:align: center
|
:align: center
|
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:alt: View of a group’s form emphasizing the tab users in Odoo
|
:alt: View of a group’s form emphasizing the tab users in Odoo
|
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|
|
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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*
|
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*.
|
also have access to *Website/Restricted Editor* and *Sales/User: All Documents*.
|
||||||
|
|
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.. image:: media/groups_inherited.png
|
.. image:: users/groups-inherited.png
|
||||||
:align: center
|
:align: center
|
||||||
:height: 330
|
:height: 330
|
||||||
:alt: View of a group’s form emphasizing the tab inherited in Odoo
|
: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*.
|
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|
|
||||||
The *Menus* tab is where you define which menus (models) the user can have access to.
|
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
|
.. image:: users/groups-menus.png
|
||||||
:align: center
|
:align: center
|
||||||
:height: 330
|
:height: 330
|
||||||
:alt: View of a group’s form emphasizing the tab menus in Odoo
|
: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.
|
- *Create*: values for that object can be created by the user.
|
||||||
- *Delete*: the values of that object can be deleted 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
|
:align: center
|
||||||
:alt: View of a group’s form emphasizing the tab access rights in Odoo
|
: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
|
data. Therefore, a domain expression is a list of conditions. For each rule, choose among the
|
||||||
following options: *Read*, *Write*, *Create* and *Delete* values.
|
following options: *Read*, *Write*, *Create* and *Delete* values.
|
||||||
|
|
||||||
.. image:: media/groups_record_rules.png
|
.. image:: users/groups-record-rules.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of a group’s form emphasizing the tab record rules in Odoo
|
: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
|
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.
|
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
|
:align: center
|
||||||
:height: 300
|
:height: 300
|
||||||
:alt: View of a user’s form emphasizing the multi companies field in Odoo
|
:alt: View of a user’s form emphasizing the multi companies field in Odoo
|
BIN
general/odoo_basics/users/change-password.png
Normal file
After Width: | Height: | Size: 18 KiB |
Before Width: | Height: | Size: 46 KiB After Width: | Height: | Size: 46 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
Before Width: | Height: | Size: 40 KiB After Width: | Height: | Size: 40 KiB |
Before Width: | Height: | Size: 44 KiB After Width: | Height: | Size: 44 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 29 KiB |
BIN
general/odoo_basics/users/password-email.png
Normal file
After Width: | Height: | Size: 19 KiB |
BIN
general/odoo_basics/users/password-reset-login.png
Normal file
After Width: | Height: | Size: 25 KiB |
Before Width: | Height: | Size: 37 KiB After Width: | Height: | Size: 37 KiB |
@ -61,5 +61,5 @@ or use the stage.
|
|||||||
:alt: View of a team’s kanban view in Odoo Helpdesk
|
:alt: View of a team’s kanban view in Odoo Helpdesk
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../../general/odoo_basics/add_user`
|
- :doc:`../../general/odoo_basics/users`
|
||||||
|
|
||||||
|
@ -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/onsip.rst general/voip/onsip.rst # crm/optimize/* --> general/voip/*
|
||||||
crm/optimize/setup.rst general/voip/asterisk.rst # crm/optimize/setup --> general/voip/asterisk
|
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 :
|
# 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
|
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
|
||||||
|
@ -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.
|
| 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
|
| 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.
|
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
|
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
|
*Report*, sets the visibility of the report to specifics groups, meaning that users belonging to
|
||||||
other groups do not see the same final document.
|
other groups do not see the same final document.
|
||||||
|