diff --git a/general/odoo_basics/add_user.rst b/general/odoo_basics/add_user.rst index 3c265f48e..a3677df93 100644 --- a/general/odoo_basics/add_user.rst +++ b/general/odoo_basics/add_user.rst @@ -1,46 +1,140 @@ -================= -How to add a user -================= +================================== +Add Users and Manage Access Rights +================================== -Odoo provides you with the option to add additional users at any given -point. +Odoo defines a *user* as someone who has access to a database to perform daily tasks. You can add as +many users as you need and, in order to restrict the type of information each user can access, rules +can be applied. Users and access rights can be added and changed at any point. + +.. _general/odoo_basics/add_individual_user: Add individual users ==================== -From the Settings module, go to the submenu :menuselection:`Users --> Users` and click on -**CREATE.** First add the name of your new user and the professional -email address - the one he will use to log into Odoo instance - and a -picture. +Go to :menuselection:`Settings --> Manage Users` and click on *Create*. -.. image:: media/add_user01.png - :align: center +.. image:: media/manage_users.png + :align: center + :height: 280 + :alt: View of the settings page emphasizing the manage users field in Odoo -Under Access Rights, you can choose which applications your user can -access and use. Different levels of rights are available depending on -the app. +| Fill in the form with the needed information. Under the tab + :ref:`Access Rights ` choose the group within + each application the user can have access to. +| The list of applications shown is based on the applications installed on the database. -When you’re done editing the page and have clicked on **SAVE**, an -invitation email will automatically be sent to the user. The user must -click on it to accept the invitation to your instance and create a -log-in. +.. image:: media/new_user.png + :align: center + :alt: View of a user’s form emphasizing the access rights tab in Odoo -.. image:: media/add_user02.png - :align: center +When you are done editing the page and have *Saved* it, an invitation email is automatically sent to +the user. The user must click on it to accept the invitation and create a login. + +.. image:: media/invitation_email.png + :align: center + :alt: View of a user’s form with a notification that the invitation email has been sent in Odoo .. note:: - Remember that each additional user will increase your subscription fees. - Refer to our `Pricing page `_ for more information. + Remember that subscription prices follow the number of users. Refer to our + `pricing page `_ + for more information. -.. image:: media/add_user03.png - :align: center +With the :doc:`Developer mode <../../general/developer_mode/activate>` activated, *User Types* can +be selected. -.. tip:: - You can also add a new user on the fly from your dashboard. From the above screenshot, - enter the email address of the user you would like to add and click on **INVITE**. - The user will receive an email invite containing a link to set his password. You - will then be able to define his accesses rights under the :menuselection:`Settings --> - Users menu`. +.. image:: media/user_type.png + :align: center + :height: 300 + :alt: View of a user’s form in developer mode emphasizing the user type field in Odoo + +The *Portal* and *Public* options do not allow you to choose access rights. Members have specific +ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo +groups. + +.. _general/odoo_basics/add_user/access_rights: + +Access Rights in detail +======================= + +Activate the :doc:`Developer mode <../../general/developer_mode/activate>`, then go to +:menuselection:`Settings --> Users & Companies --> Groups`. + +Groups +~~~~~~ + +| When choosing the groups the user can have access under + :ref:`Access Rights `, details of the rules and + inheritances of that group are not shown, so this is when the menu *Groups* comes along. *Groups* + are created to define rules to models within an application. +| Under *Users*, have a list of the current ones. The ones with administrative rights are shown + in black. + +.. image:: media/groups_users.png + :align: center + :alt: View of a group’s form emphasizing the tab users in Odoo + +*Inherited* means that users added to this application group are automatically added to the +following ones. In the example below, users who have access to the group *Administrator* of *Sales* +also have access to *Website/Restricted Editor* and *Sales/User: All Documents*. + +.. image:: media/groups_inherited.png + :align: center + :height: 330 + :alt: View of a group’s form emphasizing the tab inherited in Odoo + +.. important:: + Remember to always test the settings being changed in order to ensure that they are being applied + to the needed and right users. + +The *Menus* tab is where you define which menus (models) the user can have access to. + +.. image:: media/groups_menus.png + :align: center + :height: 330 + :alt: View of a group’s form emphasizing the tab menus in Odoo + +*Access Rights* rules are the first level of rights. The field is composed of the object name, which +is the technical name given to a model. For each model, enable the following options as appropriate: + +- *Read*: the values of that object can be only seen by the user. +- *Write*: the values of that object can be edited by the user. +- *Create*: values for that object can be created by the user. +- *Delete*: the values of that object can be deleted by the user. + +.. image:: media/groups_access_rights.png + :align: center + :alt: View of a group’s form emphasizing the tab access rights in Odoo + +| As a second layer of editing and visibility rules, *Record Rules* can be formed. They overwrite, + or refine, the *Access Rights*. +| A record rule is written using a *Domain*. Domains are conditions used to filter or searching + data. Therefore, a domain expression is a list of conditions. For each rule, choose among the + following options: *Read*, *Write*, *Create* and *Delete* values. + +.. image:: media/groups_record_rules.png + :align: center + :alt: View of a group’s form emphasizing the tab record rules in Odoo + +.. important:: + Making changes in access rights can have a big impact on the database. For this reason, we + recommend you to contact your Odoo Business Analyst or our Support Team, unless you have + knowledge about Domains in Odoo. + +Multi Companies +=============== + +The *Multi Companies* field allows you to set to which of the multiple companies database you hold +the user can have access. + +.. note:: + Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company + behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer + to `this `_ documentation. + +.. image:: media/multi_companies.png + :align: center + :height: 300 + :alt: View of a user’s form emphasizing the multi companies field in Odoo .. seealso:: - - `Deactivating Users <../../db_management/documentation.html#deactivating-users>`_ + - :doc:`../../db_management/documentation` \ No newline at end of file diff --git a/general/odoo_basics/media/add_user01.png b/general/odoo_basics/media/add_user01.png deleted file mode 100644 index fe39c3d27..000000000 Binary files a/general/odoo_basics/media/add_user01.png and /dev/null differ diff --git a/general/odoo_basics/media/add_user02.png b/general/odoo_basics/media/add_user02.png deleted file mode 100644 index 589bab804..000000000 Binary files a/general/odoo_basics/media/add_user02.png and /dev/null differ diff --git a/general/odoo_basics/media/add_user03.png b/general/odoo_basics/media/add_user03.png deleted file mode 100644 index 1143b2cd8..000000000 Binary files a/general/odoo_basics/media/add_user03.png and /dev/null differ diff --git a/general/odoo_basics/media/groups_access_rights.png b/general/odoo_basics/media/groups_access_rights.png new file mode 100644 index 000000000..6044c1a21 Binary files /dev/null and b/general/odoo_basics/media/groups_access_rights.png differ diff --git a/general/odoo_basics/media/groups_inherited.png b/general/odoo_basics/media/groups_inherited.png new file mode 100644 index 000000000..36235e2c2 Binary files /dev/null and b/general/odoo_basics/media/groups_inherited.png differ diff --git a/general/odoo_basics/media/groups_menus.png b/general/odoo_basics/media/groups_menus.png new file mode 100644 index 000000000..ed5d2b674 Binary files /dev/null and b/general/odoo_basics/media/groups_menus.png differ diff --git a/general/odoo_basics/media/groups_record_rules.png b/general/odoo_basics/media/groups_record_rules.png new file mode 100644 index 000000000..cb6349845 Binary files /dev/null and b/general/odoo_basics/media/groups_record_rules.png differ diff --git a/general/odoo_basics/media/groups_users.png b/general/odoo_basics/media/groups_users.png new file mode 100644 index 000000000..15924f972 Binary files /dev/null and b/general/odoo_basics/media/groups_users.png differ diff --git a/general/odoo_basics/media/invitation_email.png b/general/odoo_basics/media/invitation_email.png new file mode 100644 index 000000000..daa4ae20c Binary files /dev/null and b/general/odoo_basics/media/invitation_email.png differ diff --git a/general/odoo_basics/media/manage_users.png b/general/odoo_basics/media/manage_users.png new file mode 100644 index 000000000..a95c5eb86 Binary files /dev/null and b/general/odoo_basics/media/manage_users.png differ diff --git a/general/odoo_basics/media/multi_companies.png b/general/odoo_basics/media/multi_companies.png new file mode 100644 index 000000000..da4c1d22e Binary files /dev/null and b/general/odoo_basics/media/multi_companies.png differ diff --git a/general/odoo_basics/media/new_user.png b/general/odoo_basics/media/new_user.png new file mode 100644 index 000000000..2165773bd Binary files /dev/null and b/general/odoo_basics/media/new_user.png differ diff --git a/general/odoo_basics/media/user_type.png b/general/odoo_basics/media/user_type.png new file mode 100644 index 000000000..0ae9df846 Binary files /dev/null and b/general/odoo_basics/media/user_type.png differ