32aafb08cb
This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8056 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
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=============================
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Google Sign-In Authentication
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=============================
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The *Google Sign-In Authentication* is a useful function that allows Odoo users to sign in to their
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database with their Google account.
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This is particularly helpful if the organization uses Google Workspace, and wants employees within
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the organization to connect to Odoo using their Google Accounts.
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.. warning::
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Databases hosted on Odoo.com should not use Oauth login for the owner or administrator of the
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database as it would unlink the database from their Odoo.com account. If Oauth is set up for that
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user, the database will no longer be able to be duplicated, renamed or otherwise managed from
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the Odoo.com portal.
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.. seealso::
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- :doc:`/applications/productivity/calendar/google`
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- :doc:`../email_communication/google_oauth`
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.. _google-sign-in/configuration:
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Configuration
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=============
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The integration of the Google sign-in function requires configuration both on Google *and* Odoo.
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.. _google-sign-in/api:
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Google API Dashboard
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--------------------
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#. Go to the `Google API Dashboard <https://console.developers.google.com/>`_.
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#. Make sure the right project is opened. If there isn't a project yet, click on :guilabel:`Create
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Project`, fill out the project name and other details of the company, and click on
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:guilabel:`Create`.
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.. image:: google/new-project-details.png
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:align: center
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:alt: Filling out the details of a new project.
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.. tip::
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Choose the name of the company from the drop-down menu.
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.. _google-sign-in/oauth:
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OAuth consent screen
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~~~~~~~~~~~~~~~~~~~~
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#. On the left side menu, click on :menuselection:`OAuth consent screen`.
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.. image:: google/consent-selection.png
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:align: center
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:alt: Google OAuth consent selection menu.
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#. Choose one of the options (:guilabel:`Internal` / :guilabel:`External`), and click on
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:guilabel:`Create`.
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.. image:: google/consent.png
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:align: center
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:alt: Choice of a user type in OAuth consent.
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.. warning::
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*Personal* Gmail Accounts are only allowed to be **External** User Type, which means Google
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may require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace*
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account allows for **Internal** User Type to be used.
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Note, as well, that while the API connection is in the *External* testing mode, then no
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approval is necessary from Google. User limits in this testing mode is set to 100 users.
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#. Fill out the required details and domain info, then click on :guilabel:`Save and Continue`.
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#. On the :menuselection:`Scopes` page, leave all fields as is, and click on :guilabel:`Save and
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Continue`.
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#. Next, if continuing in testing mode (*External*), add the email addresses being configured under
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the :guilabel:`Test users` step by clicking on :guilabel:`Add Users`, and then the
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:guilabel:`Save and Continue` button. A summary of the app registration appears.
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#. Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`.
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.. _google-sign-in/credentials:
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Credentials
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~~~~~~~~~~~
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#. On the left side menu, click on :menuselection:`Credentials`.
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.. image:: google/credentials-button.png
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:align: center
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:alt: Credentials button menu.
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#. Click on :guilabel:`Create Credentials`, and select :guilabel:`OAuth client ID`.
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.. image:: google/client-id.png
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:align: center
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:alt: OAuth client id selection.
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#. Select :guilabel:`Web Application` as the :guilabel:`Application Type`. Now, configure the
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allowed pages on which Odoo will be redirected.
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In order to achieve this, in the :guilabel:`Authorized redirect URIs` field, enter the database's
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domain immediately followed by `/auth_oauth/signin`. For example:
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`https://mydomain.odoo.com/auth_oauth/signin`, then click on :guilabel:`Create`.
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#. Now that the *OAuth client* has been created, a screen will appear with the :guilabel:`Client ID`
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and :guilabel:`Client Secret`. Copy the :guilabel:`Client ID` for later, as it will be necessary
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for the configuration in Odoo, which will be covered in the following steps.
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.. _google-sign-in/auth-odoo:
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Google Authentication on Odoo
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-----------------------------
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.. _google-sign-in/client-id:
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Retrieve the Client ID
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~~~~~~~~~~~~~~~~~~~~~~
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Once the previous steps are complete, two keys are generated on the Google API Dashboard:
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:guilabel:`Client ID` and :guilabel:`Client Secret`. Copy the :guilabel:`Client ID`.
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.. image:: google/secret-ids.png
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:align: center
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:alt: Google OAuth Client ID generated.
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.. _google-sign-in/odoo-activation:
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Odoo activation
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~~~~~~~~~~~~~~~
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#. Go to :menuselection:`Odoo General Settings --> Integrations` and activate :guilabel:`OAuth
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Authentication`.
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.. note::
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Odoo may prompt the user to log-in again after this step.
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#. Go back to :menuselection:`General Settings --> Integrations --> OAuth Authentication`, activate
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the selection and :guilabel:`Save`. Next, return to :menuselection:`General Settings -->
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Integrations --> Google Authentication` and activate the selection. Then fill out the
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:guilabel:`Client ID` with the key from the Google API Dashboard, and :guilabel:`Save`.
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.. image:: google/odoo-client-id.png
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:align: center
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:alt: Filling out the client id in Odoo settings.
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.. note::
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Google OAuth2 configuration can also be accessed by clicking on :guilabel:`OAuth Providers`
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under the :guilabel:`OAuth Authentication` heading in :menuselection:`Integrations`.
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.. _google-sign-in/log-in:
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Log in to Odoo with Google
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==========================
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To link the Google account to the Odoo profile, click on :guilabel:`Log in with Google` when first
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logging into Odoo.
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.. image:: google/first-login.png
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:align: center
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:alt: Reset password screen with "Log in with Google" button.
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Existing users must :ref:`reset their password <users/reset-password>` to access the
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:menuselection:`Reset Password` page, while new users can directly click on :guilabel:`Log in with
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Google`, instead of choosing a new password.
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.. seealso::
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- `Google Cloud Platform Console Help - Setting up OAuth 2.0
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<https://support.google.com/cloud/answer/6158849>`_
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