130 lines
4.9 KiB
ReStructuredText
130 lines
4.9 KiB
ReStructuredText
:banner: banners/users.jpg
|
|
|
|
.. _db_management/documentation:
|
|
|
|
==================
|
|
Users and Features
|
|
==================
|
|
|
|
As the administrator of your database, you are responsible for its usage.
|
|
This includes the Apps you install as well as the number of users currently
|
|
in use.
|
|
|
|
Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.)
|
|
but it is *not* a smartphone. You should apply caution when adding/removing
|
|
features (especially Apps) on your database since this may impact your
|
|
subscription amount significantly (or switch you from a free account
|
|
to a paying one on our online platform).
|
|
|
|
This page contains some information as to how you can manage your Odoo
|
|
instances. Before carrying any of these procedures, we **strongly** advise
|
|
to test them on a duplicate of your database first. That way, if something goes
|
|
wrong, your day-to-day business is not impacted.
|
|
|
|
.. note:: You can find guides on how to duplicate your databases both for
|
|
:ref:`online <duplicate_online>` and :ref:`on premise <duplicate_premise>`
|
|
installations.
|
|
|
|
.. note:: If you have questions about the content of this page or if you
|
|
encounter an issue while carrying out these procedures, please contact
|
|
us through our `support form <https://www.odoo.com/help>`__.
|
|
|
|
|
|
Deactivating Users
|
|
==================
|
|
|
|
.. note:: Make sure you have sufficient **administrative rights** if
|
|
you want to change the status of any of your users.
|
|
|
|
In your Odoo instance, click on **Settings**. You will have a section
|
|
showing you the active users on your database. Click on **Manage
|
|
access rights.**
|
|
|
|
+----------------+----------------+
|
|
| |settings| | |browse_users| |
|
|
+----------------+----------------+
|
|
|
|
You'll then see the list of your users.
|
|
|
|
.. image:: media/list_users.png
|
|
:align: center
|
|
|
|
.. note:: The pre-selected filter *Internal Users* shows your paying
|
|
users (different from the *Portal Users* which are free). If you
|
|
remove this filter, you'll get all your users (the ones you pay for
|
|
and the portal ones)
|
|
|
|
In your list of users, click on the user you want to deactivate. As soon
|
|
as you are on the userform, go with your mouse cursor on the status
|
|
**Active** (top right). Click on Active and you will notice that the
|
|
status will change to **Inactive** immediately.
|
|
|
|
.. image:: media/deactivate_user.gif
|
|
:align: center
|
|
|
|
|
|
The user is now deactivated.
|
|
|
|
.. danger:: **Never** deactivate the main user (*admin*)
|
|
|
|
Uninstalling Apps
|
|
=================
|
|
|
|
.. warning:: Make sure you first test what you are about to do on a
|
|
:ref:`duplicate <duplicate_online>` of your database before making any
|
|
changes (*especially* installing/uninstalling apps).
|
|
|
|
In your Odoo instance click on **Settings**; in this app, you will be
|
|
able to see how many applications you have installed. Click on **Browse
|
|
Apps** to access the list of your installed applications.
|
|
|
|
+----------------+----------------+
|
|
| |settings| | |browse_apps| |
|
|
+----------------+----------------+
|
|
|
|
In your applications' dashboard, you will see all the icons of your
|
|
applications. Click on the application you want to uninstall. Then, on
|
|
the form of the application, click on **Uninstall**.
|
|
|
|
.. image:: media/uninstall.png
|
|
:align: center
|
|
|
|
.. danger:: Some applications have dependencies, like Invoicing, eCommerce,
|
|
etc. Therefore, the system will give you a warning message to advise
|
|
you of what is about to be removed. If you uninstall your application,
|
|
all its dependencies will be uninstalled as well (and the data in them
|
|
will permanently disappear). If you are sure you still want to uninstall
|
|
it, then click **Confirm**.
|
|
|
|
Last, after having checked the warning message (if any), click **Confirm**.
|
|
|
|
.. image:: media/uninstall_deps.png
|
|
:align: center
|
|
|
|
You have finished uninstalling your application.
|
|
|
|
Good to know
|
|
============
|
|
|
|
* **Uninstalling apps, managing users, etc. is up to you**: no one else can
|
|
know if your business flow is broken better than you. If we were to uninstall
|
|
applications for you, we would never be able to tell if relevant data had
|
|
been removed or if one of your business flow was broken because we *do not
|
|
know how you work* and therefore cannot validate these kinds of operations.
|
|
|
|
* **Odoo Apps have dependencies**: this means that you may need to install
|
|
modules that you do not actively use to access some features of Odoo
|
|
you might need. For example, the Website Builder app is needed to be
|
|
able to show your customer their Quotes in a web page. Even though you
|
|
might not need or use the Website itself, it is needed for the Online
|
|
Quotes feature to work properly.
|
|
|
|
* **Always test app installation/removal on a duplicate** (or on a
|
|
free trial database): that way you can know what other apps may
|
|
be required, etc. This will avoid surprises when uninstalling
|
|
or when receiving your invoices.
|
|
|
|
.. |settings| image:: media/settings_app.png
|
|
.. |browse_apps| image:: media/browse_apps.png
|
|
.. |browse_users| image:: media/browse_users.png
|