diff --git a/content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst b/content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst index aee2ff5fb..65ad5ee30 100644 --- a/content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst +++ b/content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst @@ -109,6 +109,10 @@ Process`. You can choose between: - :guilabel:`Disabled (buy as guest)`: customers can only checkout as guests; - :guilabel:`Mandatory (no guest checkout)`: customers can only checkout if they have signed-in. +.. seealso:: + - :doc:`../ecommerce_management/customer_accounts` + - :doc:`/applications/general/users/portal` + B2B access restriction ---------------------- diff --git a/content/applications/websites/ecommerce/ecommerce_management.rst b/content/applications/websites/ecommerce/ecommerce_management.rst index 74af7df8c..fda4f2829 100644 --- a/content/applications/websites/ecommerce/ecommerce_management.rst +++ b/content/applications/websites/ecommerce/ecommerce_management.rst @@ -8,3 +8,4 @@ eCommerce management :titlesonly: ecommerce_management/order_handling + ecommerce_management/customer_accounts diff --git a/content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst b/content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst new file mode 100644 index 000000000..7638987f0 --- /dev/null +++ b/content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst @@ -0,0 +1,43 @@ +================= +Customer accounts +================= + +Having customer accounts on an eCommerce allows customers to access all their documents from a +single place. To access their account, customers must be **logged-in** on the eCommerce website, +click on their **username** in the top-right corner of the screen, and click :guilabel:`My Account`. +From there, customers can access their :guilabel:`quotations`, :guilabel:`orders`, +:guilabel:`invoices`, etc. + +.. image:: customer_accounts/account-log.png + :align: center + :alt: Customer account log-in + +.. note:: + Customers can only have an account if the :ref:`sign in/up at checkout ` option + allows for accounts creation. + +.. tip:: + Similarly to the rest of the website, the customer account page can be customized with **content + blocks** and other features through the **website builder**. + +.. seealso:: + :doc:`/applications/general/users/portal` + +Access restriction +================== + +It is possible to allow or restrict the documents to which customers have access through the website +builder. Log in your **own** account with your Odoo database credentials, and go to +:menuselection:`Edit --> Customize`. From the website builder menu, enable or disable the documents +customers can have access to. + +.. image:: customer_accounts/account-documents.png + :align: center + :alt: Documents to which customers have access to from their account + +Multi-website account +===================== + +If you own multiple websites, you can make customer accounts available across **all** websites. +Then, the customer only needs one account. To do so, go to :menuselection:`Website --> Configuration +--> Settings --> Privacy section`, and enable :guilabel:`Shared Customer Accounts`. diff --git a/content/applications/websites/ecommerce/ecommerce_management/customer_accounts/account-documents.png b/content/applications/websites/ecommerce/ecommerce_management/customer_accounts/account-documents.png new file mode 100644 index 000000000..39df71a09 Binary files /dev/null and b/content/applications/websites/ecommerce/ecommerce_management/customer_accounts/account-documents.png differ diff --git a/content/applications/websites/ecommerce/ecommerce_management/customer_accounts/account-log.png b/content/applications/websites/ecommerce/ecommerce_management/customer_accounts/account-log.png new file mode 100644 index 000000000..ad61923df Binary files /dev/null and b/content/applications/websites/ecommerce/ecommerce_management/customer_accounts/account-log.png differ diff --git a/redirects/16.0.txt b/redirects/16.0.txt index 4e4d3308e..8224f9f6e 100644 --- a/redirects/16.0.txt +++ b/redirects/16.0.txt @@ -24,6 +24,7 @@ applications/websites/ecommerce/shopper_experience/payment_acquirer.rst applicat applications/websites/ecommerce/maximizing_revenue/upselling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/upselling -> /products/cross_upselling applications/websites/ecommerce/maximizing_revenue/cross_selling.rst applications/websites/ecommerce/products/cross_upselling.rst # /maximizing_revenue/cross_selling -> /products/cross_upselling applications/websites/ecommerce/shopper_experience/payment_providers.rst applications/websites/ecommerce/checkout_payment_shipping/payments.rst # /shopper_experience/payment_providers -> /checkout_payment_shipping/payments +applications/websites/ecommerce/shopper_experience/portal.rst applications/websites/ecommerce/ecommerce_management/customer_accounts.rst # /shopper_experience/portal -> /ecommerce_management/customer_accounts # developer/howtos