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[IMP] db: odoo accounts update
closes odoo/documentation#15604 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com> Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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xpl-odoo
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=================
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================
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Odoo.com accounts
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Odoo.com account
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=================
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================
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This document describes how to edit and manage an Odoo.com account, including adding a client
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Open the `Connection & Security page <https://www.odoo.com/my/security>`_ on your Odoo.com account
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database, deleting an account, resetting a password, and enabling two-factor authentication.
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portal to:
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Grant users access to database
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- Change your :guilabel:`Password`.
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==============================
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A database can be linked to an Odoo.com account that was created by a different Odoo.com account.
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.. note::
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This allows the database to appear in the *My Databases* page of the account. To do so, the
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- When you create a database, a user linked to your Odoo.com account is generated on the
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client Odoo.com account needs to be added to the database as a user.
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database. Changing your Odoo.com account's password will also modify the password used to
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sign in with that user to the database.
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- You can set a database-specific password for that user by going to the :ref:`database's
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settings <users/change-password>`. However, you will still be able to sign in with your
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Odoo.com account's password.
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First, sign in to the Odoo.com account that created the client database. In the main Odoo dashboard
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- Enable :guilabel:`Two-factor authentication` using an authenticator app.
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of the database, navigate to the **Settings** app, and click :guilabel:`Manage Users` in the
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:guilabel:`Users` section. Click the :guilabel:`New` button, and enter a name in the
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:guilabel:`Name` field for this user. Next, enter the email address used to register the desired
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Odoo.com account in the :guilabel:`Email` field. Navigate back to :guilabel:`Settings` using the
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breadcrumbs, and a pop-up window titled :guilabel:`Users Invitations` appears, with a warning that
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adding additional users will increase the amount of the subscription.
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Click :guilabel:`Confirm`, and the :guilabel:`Users` list appears. An invitation is automatically
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.. seealso::
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sent to the email address. Once confirmed, the client database now appears in the **My Databases**
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Refer to the :doc:`Two-factor authentication documentation <../applications/general/users/2fa>`
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page of the target Odoo.com account.
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for more information. The process to enable it for a database user and for your Odoo.com
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account is similar.
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- :guilabel:`Log out from all devices` signed in to your Odoo.com account, except for the current
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session.
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.. tip::
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To log out from the current session, click the :icon:`fa-user-circle-o` (:guilabel:`user`)
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icon in the top right and select :icon:`fa-sign-out` :guilabel:`Logout`.
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- Enable :ref:`developer mode <developer-mode>` to add a :ref:`developer API key
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<api/external_api/keys>`.
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- :guilabel:`Delete` your account.
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.. danger::
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Deleting your Odoo.com account is **irreversible**. Once deleted, your account **cannot be
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retrieved**.
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Open the `Account Information page <https://www.odoo.com/my/account>`_ to edit your account details,
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including your **email address**.
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.. note::
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- When you create a database, a user linked to your Odoo.com account is generated on the
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database. Changing your Odoo.com account's email address does not modify the email address used
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to sign in with that user.
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- You can set a database-specific email address for that user by clicking your avatar in the
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top-right corner of the database and selecting :guilabel:`My Preferences`. You will still need
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to sign in to the database using the email address used at the time of the database creation.
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- To change the email address used to sign in to a database, `contact Odoo Support
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<https://www.odoo.com/help>`_.
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.. tip::
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.. tip::
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To provide full access to the database for this user, set the :guilabel:`Dashboard` field under
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In addition to the database you create, all databases you are :ref:`invited to join
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the :guilabel:`Productivity` header to :guilabel:`Admin`. Next, set the
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<users/add-individual>` with your Odoo.com account's email address will be displayed under the
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:guilabel:`Administration` field under the :guilabel:`Administration` header to
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`database manager <https://www.odoo.com/my/databases>`_.
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:guilabel:`Settings`.
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Delete Odoo.com account
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=======================
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To delete an Odoo.com account, start by clicking the profile icon in the upper-right corner
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(represented by the username and icon) to reveal a drop-down menu. From the drop-down menu, select
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:guilabel:`My Odoo.com account`, which reveals the user portal.
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From the user portal, the delete option can be accessed by going to :menuselection:`My Account -->
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Edit Security Settings --> Delete Account`. It can also be accessed by going to
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`https://www.odoo.com/my/home <https://www.odoo.com/my/home>`_.
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.. danger::
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Deleting an Odoo account is irreversible. Be careful performing this action, as the Odoo.com
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account is **not** retrievable once deleted.
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Upon clicking the :guilabel:`Delete Account` button, a pop-up window appears, requesting
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confirmation for the account deletion.
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.. image:: odoo_accounts/delete-account.png
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:align: center
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:alt: Clicking on the Delete Account button will populate a window verifying the change.
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To confirm the deletion, enter the :guilabel:`Password` and the :guilabel:`Login` for the account
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being deleted. Then, click the :guilabel:`Delete Account` button to confirm the deletion.
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.. _odoocom/change_password:
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Odoo.com account password change
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================================
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To change an Odoo.com account password, first login into the Odoo.com user account from the Odoo.com
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login page. After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼
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(down arrow)` icon next to the profile icon. Then, select :guilabel:`My Account`, and a portal
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dashboard appears.
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To change the Odoo.com password, click on the :guilabel:`Edit Security Settings` link, below the
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:menuselection:`Account Security` section. Next, make the necessary changes by typing in the current
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:guilabel:`Password`, :guilabel:`New Password`, and verify the new password. Lastly, click on
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:guilabel:`Change Password` to complete the password change.
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.. note::
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If a customer would like to change the login, contact Odoo support `here
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<https://www.odoo.com/help>`_.
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.. note::
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Passwords for Odoo.com users and portal users remain separate, even if the same email address is
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used.
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Add two-factor authentication
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=============================
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To add two-factor authentication, login into the Odoo.com user account from the Odoo.com login page.
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After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼ (down
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arrow)` icon next to the :guilabel:`profile icon`. Then, select :guilabel:`My Account`, and a portal
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dashboard appears.
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If the user would like to turn on two-factor authentication (2FA) for Odoo.com access, click on the
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:guilabel:`Edit Security Settings` link below the :menuselection:`Account Security` section.
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Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor
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authentication)`. Then, confirm the current password in the :guilabel:`Password` field. Next, click
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on :guilabel:`Confirm Password`. Following that, activate :abbr:`2FA (two-factor authentication)` in
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a :abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the
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:guilabel:`QR code` or entering a :guilabel:`Verification Code`.
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Finally, click on :guilabel:`Enable two-factor authentication` to complete the setup.
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.. note::
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Under :guilabel:`My Account` Odoo.com users can also access the following:
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- :guilabel:`My Partner dashboard`
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- :guilabel:`My In-App Services`
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- :guilabel:`My Apps Dashboard`
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@@ -750,8 +750,7 @@ reset. The following process is for system administrators of an Odoo on-premise
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how to manually reset and re-encrypt the master password.
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how to manually reset and re-encrypt the master password.
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.. seealso::
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.. seealso::
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For more information about changing an Odoo.com account password, see this documentation:
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:doc:`../odoo_accounts`
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:ref:`odoocom/change_password`.
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When creating a new on-premise database, a random master password is generated. Odoo recommends
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When creating a new on-premise database, a random master password is generated. Odoo recommends
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using this password to secure the database. This password is implemented by default, so there is a
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using this password to secure the database. This password is implemented by default, so there is a
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