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7.6 KiB
ReStructuredText
207 lines
7.6 KiB
ReStructuredText
=======================
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Users and Access Rights
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=======================
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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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.. _general/odoo_basics/add_individual_user:
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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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:ref:`Access Rights <general/odoo_basics/users/access_rights>` choose the group within
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each application the user can 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:: media/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 :doc:`Developer mode </applications/general/developer_mode>` activated, *User Types* can
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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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.. _general/odoo_basics/users/access_rights:
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Access Rights in detail
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=======================
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Activate the :doc:`Developer mode </applications/general/developer_mode>`, then go to
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:menuselection:`Settings --> Users & Companies --> Groups`.
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Groups
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------
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| When choosing the groups the user can have access under
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:ref:`Access Rights <general/odoo_basics/add_individual_user>`, details of the rules and
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inheritances of that group are not shown, so this is when the menu *Groups* comes along. *Groups*
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are created to define rules to models within an application.
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| Under *Users*, have a list of the current ones. The ones with administrative rights are shown
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in black.
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.. image:: users/groups-users.png
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:align: center
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:alt: View of a group’s form emphasizing the tab users in Odoo
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*Inherited* means that users added to this application group are automatically added to the
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following ones. In the example below, users who have access to the group *Administrator* of *Sales*
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also have access to *Website/Restricted Editor* and *Sales/User: All Documents*.
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.. image:: users/groups-inherited.png
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:align: center
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:height: 330
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:alt: View of a group’s form emphasizing the tab inherited in Odoo
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.. important::
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Remember to always test the settings being changed in order to ensure that they are being applied
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to the needed and right users.
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The *Menus* tab is where you define which menus (models) the user can have access to.
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.. image:: users/groups-menus.png
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:align: center
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:height: 330
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:alt: View of a group’s form emphasizing the tab menus in Odoo
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*Access Rights* rules are the first level of rights. The field is composed of the object name, which
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is the technical name given to a model. For each model, enable the following options as appropriate:
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- *Read*: the values of that object can be only seen by the user.
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- *Write*: the values of that object can be edited by the user.
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- *Create*: values for that object can be created by the user.
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- *Delete*: the values of that object can be deleted by the user.
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.. image:: users/groups-access-rights.png
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:align: center
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:alt: View of a group’s form emphasizing the tab access rights in Odoo
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| As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite,
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or refine, the *Access Rights*.
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| A record rule is written using a *Domain*. Domains are conditions used to filter or searching
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data. Therefore, a domain expression is a list of conditions. For each rule, choose among the
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following options: *Read*, *Write*, *Create* and *Delete* values.
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.. image:: users/groups-record-rules.png
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:align: center
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:alt: View of a group’s form emphasizing the tab record rules in Odoo
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.. important::
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Making changes in access rights can have a big impact on the database. For this reason, we
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recommend you to contact your Odoo Business Analyst or our Support Team, unless you have
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knowledge about Domains in Odoo.
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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/manage_multi_companies`
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- :doc:`../../settings/users_and_features`
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