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[IMP] Settings: Users Images and Icons
closes #12617 Signed-off-by: Justin Mallette (juma) <juma@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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content/applications/general/users.rst

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@@ -23,7 +23,6 @@ To add new users, navigate to :menuselection:`Settings app --> Users section -->
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click on :guilabel:`New`.
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.. image:: users/manage-users.png
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:align: center
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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 all the required information. Under the :doc:`Access Rights
@@ -32,16 +31,16 @@ Fill in the form with all the required information. Under the :doc:`Access Right
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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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After filling out all the necessary fields on the page, manually :guilabel:`Save`. An invitation
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email is automatically sent to the user, using the email in the :guilabel:`Email Address` field. The
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user must click on the link included in the email to accept the invitation, and to create a database
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login.
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After filling out all the necessary fields on the page, :icon:`fa-cloud-upload` :guilabel:`(Save
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manually)`. An invitation email is automatically sent to the user, using the email in the
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:guilabel:`Email Address` field. The user must click on the link included in the email to accept the
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invitation, and to create a database login. email is automatically sent to the user, using the email
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in the :guilabel:`Email Address` field. The user must click on the link included in the email to
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accept the invitation, and to create a database 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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.. warning::
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User type
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---------
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:guilabel:`User Type` can be selected from the :guilabel:`Access Rights` tab of the user form,
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accessible via :menuselection:`Settings app --> Users section --> Manage Users`.
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:guilabel:`User Type` can be chosen on the :guilabel:`Manage Users` page by clicking on the search
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bar, and then :ref:`setting a filter <search/preconfigured-filters>` for either :guilabel:`Internal
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User` or :guilabel:`Portal User`.
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There are three types of users: :guilabel:`Internal User`, :guilabel:`Portal`, and
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:guilabel:`Public`.
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Odoo databases have three types of users: :guilabel:`Internal User`, :guilabel:`Portal`, and
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:guilabel:`Public`. Users are considered *internal database* users. Portal users are *external
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users*, who only have access to the database portal to view records. Public users are those visiting
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websites, via the website's frontend. See the documentation on :doc:`users/portal`.
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.. image:: users/user-type.png
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:align: center
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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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.. tip::
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Users are considered internal database users. Portal users are external users, who only have
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access to the database portal to view records. See the documentation on :doc:`users/portal`.
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Public users are those visiting websites, via the website's frontend.
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The :guilabel:`Portal` and :guilabel:`Public` user options do **not** allow the administrator to
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choose access rights. These users have specific access rights pre-set (such as, record rules and
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restricted menus), and usually do not belong to the usual Odoo groups.
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The :guilabel:`Portal` user option does **not** allow the administrator to choose access rights.
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These users have specific access rights pre-set (such as, record rules and restricted menus), and
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usually do not belong to the usual Odoo groups.
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.. _users/deactivate:
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Deactivate users
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================
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To deactivate (i.e. archive) a user, navigate to :menuselection:`Settings app --> Users section -->
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Manage Users`. Then, tick the checkbox to the left of the user(s) to be deactivated.
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Manage Users`. Then, tick the checkbox to the left of the users to be deactivated.
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After selecting the appropriate user to be archived, click the :guilabel:`⚙️ Actions` icon, and
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select :guilabel:`Archive` from the resulting drop-down menu. Then, click :guilabel:`OK` from the
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:guilabel:`Confirmation` pop-up window that appears.
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After selecting the appropriate user to be archived, click the :icon:`fa-cog` :guilabel:`(Actions)`
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icon, and select :guilabel:`Archive` from the resulting drop-down menu. Then, click :guilabel:`OK`
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from the :guilabel:`Confirmation` pop-up window that appears.
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.. danger::
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**Never** deactivate the main/administrator user (admin). Making changes to admin users can have
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the following message is displayed.
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.. image:: users/add-more-users.png
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:align: center
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:alt: Too many users on a database error message.
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When the message appears, the database administrator has 30 days to act before the database expires.
@@ -135,7 +126,6 @@ times. Odoo offers a few different methods to reset a user's password.
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password length in the :guilabel:`Minimum Password Length` field. By default the value is `8`.
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.. image:: users/minimum-password-length.png
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:align: center
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:alt: Minimum Password Length highlighted in the Permissions section of General Settings.
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.. _users/reset-password:
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:guilabel:`Password Reset`, and then click :guilabel:`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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:alt: Enabling Password Reset in Odoo Settings.
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On the login page, click :guilabel:`Reset Password` to initiate the password reset process, and have
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a reset-token sent to the email on file.
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.. image:: users/password-reset.png
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:align: center
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:alt: Login screen on Odoo.com with the password reset option highlighted.
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.. _users/reset-password-email:
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Send reset instructions
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the user to an Odoo login page.
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.. image:: users/password-reset-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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--------------------
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Go to :menuselection:`Settings app --> Users & Companies --> Users`, and select a user to access its
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form. Click on the :guilabel:`⚙️ Actions` icon, and select :guilabel:`Change Password` from, the
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resulting drop-down menu. Enter a new password in the :guilabel:`New Password` column of the
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:guilabel:`Change Password` pop-up window that appears, and confirm the change by clicking
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form. Click on the :icon:`fa-cog` :guilabel:`(Actions)` icon, and select :guilabel:`Change Password`
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from the resulting drop-down menu. Enter a new password in the :guilabel:`New Password` column of
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the :guilabel:`Change Password` pop-up window that appears, and confirm the change by clicking
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:guilabel:`Change Password`.
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.. image:: users/change-password.png
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:align: center
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:alt: Change a user's password on Odoo.
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.. note::
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This operation only modifies the password of the users locally, and does **not** affect their
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odoo.com account.
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Odoo account.
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If the odoo.com password needs to be changed, use the :ref:`send the password reset instructions
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If the Odoo password needs to be changed, use the :ref:`send the password reset
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<users/reset-password-email>`. Odoo.com passwords grant access to the *My Databases* page, and
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other portal features.
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developer documentation on :doc:`../../../developer/howtos/company`.
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.. image:: users/multi-companies.png
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:align: center
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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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