[ADD] eCommerce: customer accounts
Adding a page on customer accounts for the eCommerce doc. Forward to
master.
closes odoo/documentation#3786
Taskid: 3223001
X-original-commit: 49b45c9aa6
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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@ -109,6 +109,10 @@ Process`. You can choose between:
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- :guilabel:`Disabled (buy as guest)`: customers can only checkout as guests;
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- :guilabel:`Mandatory (no guest checkout)`: customers can only checkout if they have signed-in.
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.. seealso::
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- :doc:`../ecommerce_management/customer_accounts`
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- :doc:`/applications/general/users/portal`
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B2B access restriction
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----------------------
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@ -8,3 +8,4 @@ eCommerce management
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:titlesonly:
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ecommerce_management/order_handling
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ecommerce_management/customer_accounts
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@ -0,0 +1,43 @@
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=================
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Customer accounts
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=================
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Having customer accounts on an eCommerce allows customers to access all their documents from a
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single place. To access their account, customers must be **logged-in** on the eCommerce website,
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click on their **username** in the top-right corner of the screen, and click :guilabel:`My Account`.
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From there, customers can access their :guilabel:`quotations`, :guilabel:`orders`,
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:guilabel:`invoices`, etc.
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.. image:: customer_accounts/account-log.png
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:align: center
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:alt: Customer account log-in
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.. note::
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Customers can only have an account if the :ref:`sign in/up at checkout <checkout-sign>` option
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allows for accounts creation.
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.. tip::
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Similarly to the rest of the website, the customer account page can be customized with **content
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blocks** and other features through the **website builder**.
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.. seealso::
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:doc:`/applications/general/users/portal`
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Access restriction
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==================
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It is possible to allow or restrict the documents to which customers have access through the website
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builder. Log in your **own** account with your Odoo database credentials, and go to
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:menuselection:`Edit --> Customize`. From the website builder menu, enable or disable the documents
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customers can have access to.
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.. image:: customer_accounts/account-documents.png
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:align: center
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:alt: Documents to which customers have access to from their account
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Multi-website account
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=====================
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If you own multiple websites, you can make customer accounts available across **all** websites.
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Then, the customer only needs one account. To do so, go to :menuselection:`Website --> Configuration
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--> Settings --> Privacy section`, and enable :guilabel:`Shared Customer Accounts`.
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@ -24,6 +24,7 @@ applications/websites/ecommerce/shopper_experience/payment_acquirer.rst applicat
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applications/websites/ecommerce/maximizing_revenue/upselling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/upselling -> /products/cross_upselling
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applications/websites/ecommerce/maximizing_revenue/cross_selling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/cross_selling -> /products/cross_upselling
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applications/websites/ecommerce/shopper_experience/payment_providers.rst applications/websites/ecommerce/checkout_payment_shipping/payments.rst # /shopper_experience/payment_providers -> /checkout_payment_shipping/payments
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applications/websites/ecommerce/shopper_experience/portal.rst applications/websites/ecommerce/ecommerce_management/customer_accounts.rst # /shopper_experience/portal -> /ecommerce_management/customer_accounts
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# developer/howtos
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