@@ -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 ::
@@ -54,37 +53,30 @@ login.
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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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-
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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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-
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- Public users are those visiting websites, via the website's frontend.
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-
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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
@@ -99,7 +91,6 @@ If there are more users in an Odoo database than provisioned in the Odoo Enterpr
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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 :
@@ -159,16 +149,11 @@ To change this setting, go to :menuselection:`Settings app --> Permissions` sect
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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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-
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.. _users/reset-password-email :
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Send reset instructions
@@ -187,7 +172,6 @@ This email contains all the instructions needed to reset the password, along wit
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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 :
@@ -196,20 +180,19 @@ Change user 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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@@ -241,7 +224,6 @@ company.
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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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