400b3f52b7
This commit is part of a larger work to improve the documentation's structure. The toctree structure used to add levels to create categories and make the structure visually more understandable. With the new version of the documentation, plenty of these categories are now redundant. Since other docs were moved away from the section "basics" with previous commits, this category is renamed "users settings" This commit: - renames "basics" into "users settings" - moves the content from "odoo_basics/users" to "users" - it moves the content about "access rights" to a child doc task-2535899
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==============
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Users settings
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==============
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.. toctree::
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:titlesonly:
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users/language
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users/access_rights
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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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can be applied. Users and access rights can be added and changed at any point.
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.. seealso::
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- :doc:`users/language`
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- :doc:`users/access_rights`
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.. _users/add-individual:
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Add individual users
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====================
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Go to :menuselection:`Settings --> Manage Users` and click on *Create*.
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.. image:: users/manage-users.png
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:align: center
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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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| Fill in the form with the needed information. Under the tab
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:doc:`Access Rights <users/access_rights>` choose the group within each application the user can
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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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.. image:: users/new_user.png
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:align: center
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:alt: View of a user’s form emphasizing the access rights tab in Odoo
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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.
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.. image:: users/invitation-email.png
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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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.. note::
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Remember that subscription prices follow the number of users. Refer to our
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`pricing page <https://www.odoo.com/pricing>`_
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for more information.
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With the :ref:`developer mode <developer-mode>` activated, *User Types* can be selected.
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.. image:: users/user-type.png
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:align: center
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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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The *Portal* and *Public* options do not allow you to choose access rights. Members have specific
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ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
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groups.
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.. _users/passwords-management:
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Passwords management
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====================
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.. _users/reset-password:
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Reset passwords
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---------------
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.. _users/reset-password-login:
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Enable password resets from login page
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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It is possible to enable password resets directly from the login page.
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To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*.
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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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.. _users/reset-password-email:
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Send reset instructions to users
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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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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.. note::
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The *Send Password Reset Instructions* button only appears if the Odoo invitation email has
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already been confirmed by the user.
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This email contains all the instructions needed to reset the password, along with a link redirecting
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the user to an Odoo login page.
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.. 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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.. _users/change-password:
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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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.. 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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.. 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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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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.. _users/multi-companies:
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Multi Companies
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===============
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The *Multi Companies* field allows you to set to which of the multiple companies database you hold
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the user can have access.
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.. note::
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Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company
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behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer
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to :doc:`this </developer/howtos/company>` documentation.
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.. image:: users/multi-companies.png
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:align: center
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:height: 300
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:alt: View of a user’s form emphasizing the multi companies field in Odoo
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.. seealso::
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- :doc:`multi_companies`
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- :doc:`../general` |