[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 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*. for *Multi Companies*.
.. image:: media/access_rights_multi_companies.png .. image:: media/access_rights_multi_companies.png

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@ -6,5 +6,5 @@ Basics
:titlesonly: :titlesonly:
odoo_basics/choose_language odoo_basics/choose_language
odoo_basics/add_user odoo_basics/users
odoo_basics/export-data 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 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 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*. Go to :menuselection:`Settings --> Manage Users` and click on *Create*.
.. image:: media/manage_users.png .. image:: users/manage-users.png
:align: center :align: center
:height: 280 :height: 280
:alt: View of the settings page emphasizing the manage users field in Odoo :alt: View of the settings page emphasizing the manage users field in Odoo
| Fill in the form with the needed information. Under the tab | 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. each application the user can have access to.
| The list of applications shown is based on the applications installed on the database. | 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 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. 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 :align: center
:alt: View of a users form with a notification that the invitation email has been sent in Odoo :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 With the :doc:`Developer mode <../../general/developer_mode/activate>` activated, *User Types* can
be selected. be selected.
.. image:: media/user_type.png .. image:: users/user-type.png
:align: center :align: center
:height: 300 :height: 300
:alt: View of a users form in developer mode emphasizing the user type field in Odoo :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 ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
groups. 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 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
| 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
in black. in black.
.. image:: media/groups_users.png .. image:: users/groups-users.png
:align: center :align: center
:alt: View of a groups form emphasizing the tab users in Odoo :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* 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*.
.. image:: media/groups_inherited.png .. image:: users/groups-inherited.png
:align: center :align: center
:height: 330 :height: 330
:alt: View of a groups form emphasizing the tab inherited in Odoo :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. 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 :align: center
:height: 330 :height: 330
:alt: View of a groups form emphasizing the tab menus in Odoo :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. - *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 groups form emphasizing the tab access rights in Odoo :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 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 groups form emphasizing the tab record rules in Odoo :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 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 users form emphasizing the multi companies field in Odoo :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 :alt: View of a teams kanban view in Odoo Helpdesk
.. seealso:: .. 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/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
@ -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/compute_date.rst inventory/management/planning/scheduled_dates.rst # (#814)
purchase/replenishment/flows/purchase_triggering.rst purchase/products/reordering.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/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. | 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.