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[ADD] General: User portal rework and addition
closes odoo/documentation#15875
X-original-commit: 13ab156fd2
Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com>
Co-authored-by: Lara Martini <larm@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
This commit is contained in:
@@ -58,7 +58,7 @@ User` or :guilabel:`Portal User`.
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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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websites, via the website's frontend. See the documentation on :doc:`users/user_portals`.
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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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@@ -278,7 +278,7 @@ company.
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users/language
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users/2fa
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users/access_rights
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users/portal
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users/user_portals
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users/facebook
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users/google
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users/azure
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@@ -1,160 +0,0 @@
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=============
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Portal access
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=============
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.. _portal/main:
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Portal access is given to users who need the ability to view certain documents or information within
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an Odoo database.
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Some common use cases for providing portal access include allowing customers to make partial payment
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on an invoice, to add funds to their eWallet, and to read/view any or all of the following in Odoo:
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- Following, viewing and paying orders
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- Following, downloading or paying invoices
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- Managing payment methods
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- Managing subscriptions
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- Adding, removing or modifying addresses
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- Configuring connection parameters
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.. note::
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Portal users only have read/view access, and will **not** be able to edit any documents in the
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database.
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.. _portal/access:
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Provide portal access to customers
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==================================
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From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not yet
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created in the database, click on the :guilabel:`Create` button, enter the details of the contact,
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and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on the
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:guilabel:`Action` drop-down menu located at the top-center of the interface.
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.. image:: portal/grant-portal-access.png
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:alt: Use the Contacts application to give portal access to users.
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Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields:
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- :guilabel:`Contact`: the recorded name of the contact in the Odoo database
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- :guilabel:`Email`: the contact's email address used to log into the portal
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- :guilabel:`Latest Authentication`: the last time the user accessed the portal
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To grant portal access, first enter the contact's :guilabel:`Email` used to log into the portal if
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it has not been automatically entered by the system. Then click :guilabel:`Grant Access` to finish.
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To grant portal access to multiple users for a company at once, navigate to the company contact,
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then click :menuselection:`Action --> Grant portal access` to view a list of the company's related
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contacts. Click :guilabel:`Grant Access` for each contact to grant portal access to.
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An email is sent to the specified email address, indicating that the contact is now a portal user
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for that Odoo database.
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Revoking portal access
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======================
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At any time, portal access can be revoked by navigating to a contact, clicking
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:menuselection:`Action --> Grant portal access`, and then clicking :guilabel:`Revoke Access`.
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.. _portal/login:
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Change portal username
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======================
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There may be times when a portal user wants to change their user login. This can be done by any user
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in the database with administrator access rights. The following process outlines the necessary steps
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to change the portal user login.
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.. seealso::
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:doc:`Access rights </applications/general/users/access_rights>`.
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First, navigate to :menuselection:`Settings app --> Users`. Then, under :guilabel:`Filters`, select
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:guilabel:`Portal Users`, or select :guilabel:`Add Custom Filter` and set the following
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configuration :guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this selection,
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search for (and open) the portal user that needs to be edited.
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Next, click :guilabel:`Edit` (if necessary), click into the :guilabel:`Email Address` field, and
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proceed to make any necessary changes to this field. The :guilabel:`Email Address` field is used to
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log into the Odoo portal.
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.. note::
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Changing the :guilabel:`Email Address` (or login) only changes the *username* on the customer's
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portal login.
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In order to change the contact email, this change needs to take place on the contact template in
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the *Contacts* app. Alternatively, the customer can change their email directly from the portal,
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but the login **cannot** be changed. :ref:`See change customer info <portal/custinfo>`.
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Customer portal changes
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=======================
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There may be times when the customer would like to make changes to their contact, security, or
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payment information attached to the portal account. This can be performed by the customer from their
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portal. The following process is how a customer can change their contact information.
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.. _portal/custinfo:
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Change customer info
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--------------------
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in. Portal documents from the
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various installed Odoo applications will appear with the number count of each.
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.. seealso::
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:ref:`Portal access documentation <portal/main>`.
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Next, navigate to the upper-right corner of the portal, and click the :guilabel:`Edit` button, next
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to the :guilabel:`Details` section. Then, change the pertinent information, and click
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:guilabel:`Confirm`.
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Change password
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---------------
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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in.
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If the customer would like to change their password for portal access, click on the :guilabel:`Edit
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Security Settings` link, below the :guilabel:`Account Security` section. Then, make the necessary
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changes, by typing in the current :guilabel:`Password`, :guilabel:`New Password`, and verify the new
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password. Lastly, click on :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, as documented above, contact the Odoo database
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point-of-contact. :ref:`See above documentation on changing the portal username <portal/login>`.
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.. note::
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Passwords for portal users and Odoo.com 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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First enter the username and password (login) into the database login page to access the portal user
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account. A portal dashboard will appear upon successfully logging in.
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If the customer would like to turn on two-factor authentication (2FA) for portal access, click on
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the :guilabel:`Edit Security Settings` link, below the :guilabel:`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)`. Confirm the current portal password in the :guilabel:`Password` field. Then, click
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on :guilabel:`Confirm Password`. Next, activate :abbr:`2FA (two-factor authentication)` in a
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: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 :guilabel:`Enable two-factor authentication` to complete the setup.
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.. _users-portal-payment-methods:
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Change payment info
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-------------------
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If the customer needs to manage payment options, they click the :guilabel:`Payment methods` button.
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* To add a new payment option, choose from the available payment methods, enter the new payment
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information, and click :guilabel:`Save` to save the details.
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* To erase a payment option, click the :icon:`fa-trash` :guilabel:`(Trash)` icon, then click the
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:guilabel:`Confirm Deletion` button.
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Payment details **cannot** be edited. Customers must delete and re-enter information to update their
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details.
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29
content/applications/general/users/user_portals.rst
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29
content/applications/general/users/user_portals.rst
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@@ -0,0 +1,29 @@
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:show-content:
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============
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User portals
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============
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.. _user_portals/main:
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The user portal is a module available by default in Odoo. Users, both customers and vendors, can be
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granted :doc:`access to the portal </applications/general/users/access_rights>` by businesses in
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order to view certain documents or information within an Odoo database. For example, some common use
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cases for providing portal access include allowing customers and vendors to:
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- Follow, view, and pay orders
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- Follow, download, or pay invoices, including partial payments and down payments
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- Manage payment methods
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- Manage subscriptions
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- Add, remove, or modify their addresses
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- Configure connection parameters between Odoo and 3rd-party services
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.. note::
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Portal users only have read/view access, and will **not** be able to edit any documents in the
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database.
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.. toctree::
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:titlesonly:
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user_portals/portal_access
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user_portals/updating_portal_info
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@@ -0,0 +1,58 @@
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======================
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Granting portal access
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======================
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For the customers and vendors of a business to begin using a user portal, they must first be granted
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access by the business. The process to do this begins in the **Contacts** application.
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Adding portal access to a contact
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=================================
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From the main Odoo dashboard, open the :guilabel:`Contacts` application. If the contact to be
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granted access is not yet in the database, create an entry for them by clicking the :guilabel:`New`
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button and entering their details. Otherwise, choose an existing contact, then click on the
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:icon:`fa-gear` :guilabel:`(Actions)` drop-down menu and select :guilabel:`Grant portal access`.
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.. image:: portal_access/grant-portal-access.png
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:alt: Use the Contacts application to give portal access to users.
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This brings up the :guilabel:`Portal Access Management` window, which has three fields:
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- :guilabel:`Contact`: This field is automatically populated with the name on the contact.
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- :guilabel:`Email`: This field shows the contact's email address used to log into the portal.
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- :guilabel:`Latest Authentication`: The last time the user accessed the portal appears on this
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line. If the user has never accessed the portal, it is blank.
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To grant portal access, first enter the email address the contact will use to log into the portal.
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This may have been automatically entered by the system if an existing contact is being granted
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access. Then click the :guilabel:`Grant Access` button to finish.
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.. image:: portal_access/portal-access-management.png
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:alt: Grant access in the Portal Access Management window.
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.. note::
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When portal access is granted to a Company, all contacts affiliated with that company will be
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granted portal access. Indiviual contacts can be removed as needed.
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Granting accesss to multiple users at once
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------------------------------------------
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To grant portal access to multiple users from a single company at once, navigate to the contact
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listing for that company, then click :menuselection:`Action --> Grant portal access` to view a list
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of the company's related contacts. Click :guilabel:`Grant Access` for each contact that needs portal
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access. An email is sent to the specified email address, indicating that the contact is now a portal
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user for that Odoo database.
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.. image:: portal_access/multiple-user-access.png
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:alt: Grant access to multiple users at once.
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Revoking portal access
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----------------------
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Some situations may require revoking an individual's portal access, such as when they retire or
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leave a company. Portal access can be revoked from a contact at any time by navigating to a contact,
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clicking :menuselection:`Action --> Grant portal access`, and then clicking :guilabel:`Revoke
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Access`.
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.. image:: portal_access/revoke-user-access.png
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:alt: Revoke access from a user.
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@@ -0,0 +1,154 @@
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====================
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Updating portal info
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====================
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There may be times when a user would like to make changes to their contact, security, or payment
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information connected to their portal account. Portal users can update most information by logging
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into their account and making the changes themselves, but some updates may require a user with
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administrator access rights.
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Updating user information begins with logging into the user portal. Once a user has logged in and is
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on the portal dashboard, they can begin making changes to their information.
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.. note::
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Passwords for portal users and Odoo.com users remain separate, even if the same email address is
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used.
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User-driven updates
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===================
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Update contact info
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-------------------
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From the portal dashboard, click the :icon:`fa-pencil` :guilabel:`Edit information` button under the
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user contact information. This brings up a new page where contact information can be updated.
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On this screen, users can update their:
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- :guilabel:`Your name`
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- :guilabel:`Email`
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- :guilabel:`Phone`
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- Company name
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- Mailing address
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- Invoice delivery preference
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Additonal fields and descriptions may appear depending on the user's location and the location of
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the company that created the portal.
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Once users have updated their information, they can click :guilabel:`Save Address` to save any
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changes they've made or :guilabel:`Discard` to return to the portal dashboard. By default, the only
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fields that need to be filled out to save users' information are their names, emails, phone numbers,
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and addresses.
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.. important::
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Once the system has generated any documents for a user's account, their country **cannot** be
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updated. If users need to update their country at that point, they must reach out to a user with
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administrator access rights.
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.. _users-portal-payment-methods:
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Update payment info
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-------------------
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From the portal dashboard, click the :guilabel:`Payment methods` button. This brings up a new page
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that shows any saved payment methods.
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To add a new payment option, choose from the available payment methods, enter the new payment
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information, and click :guilabel:`Save` to save the details. To remove a payment option, click the
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:icon:`fa-trash` :guilabel:`(Delete payment method)` icon, then click the :guilabel:`Confirm
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Deletion` button.
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.. important::
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Users that need to update payment information **must** delete any existing information and enter
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their new or updated info. Payment information **cannot** be edited and must be re-entered.
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Update passwords and manage security
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------------------------------------
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From the portal dashboard, click the :guilabel:`Connection & Security` button. This brings up a new
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page with five sections. The following sections can each be edited and updated.
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Change Password
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~~~~~~~~~~~~~~~
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Here the user can enter their current password and a new password they wish to change to. The new
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password can be saved by clicking :guilabel:`Change Password`.
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Two-factor authentication
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~~~~~~~~~~~~~~~~~~~~~~~~~
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The user's currrent 2FA status is shownn as an alert. If 2FA is not enabled, an :guilabel:`Enable
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two-factor authentication` link appears. If it is enabled, a link reading :guilabel:`Disable
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two-factor authentication` appears instead.
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.. tip::
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Clicking the :icon:`fa-info-circle` :guilabel:`(Documentation)` icon opens a page that explains
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how two-factor authentication (2FA) works.
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Passkeys
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~~~~~~~~
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Click :guilabel:`Add Passkey` to create a passkey that simplifies the login process. Any previously
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created passkeys are shown here, alongside information on when they were created and when they were
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last used. When creating a passkey, Odoo asks for a password to confirm account ownership before
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allowing a passkey to be set. Once account ownership has been confirmed, the passkey must be named
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to differentiate it from other passkeys. Clicking :guilabel:`Create` brings up a browser prompt to
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create the passkey. Complete the passkey creation process in the browser. They can be renamed by
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clicking the :icon:`fa-pencil` :guilabel:`(pencil)` button or deleted by clicking their
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:icon:`fa-trash` :guilabel:`(trash can)` button.
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Revoke All Sessions
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~~~~~~~~~~~~~~~~~~~
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Clicking the :guilabel:`Log out from all devices` button brings up a pop-up prompting the user to
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enter their password. Once they do so and click :guilabel:`Confirm Password`, the system logs them
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out of all sessions except for the current one.
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Delete Account
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~~~~~~~~~~~~~~
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Clicking the :guilabel:`Delete Account` button brings up a pop-up to completely and irrevocably
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delete the user's account. Users must enter their password and their login name to complete the
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process. They can also choose to have their email address and phone number added to an internal
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block list to prevent any future communication.
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Administrator-driven updates
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============================
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Accessing user information as an administrator
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----------------------------------------------
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First, navigate to :menuselection:`Settings app --> Users` and click :icon:`oi-arrow-right`
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:guilabel:`Manage Users` Then, click the :icon:`fa-times` :guilabel:`(Remove)` icon to clear the
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:guilabel:`Internal Users` search filter and use the :icon:`fa-sort-desc` :guilabel:`(Toggle Search
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Panel)` button to add :guilabel:`Portal Users` as a filter. After making this selection, search for
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and open the portal user that needs to be edited.
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Update email address
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||||
~~~~~~~~~~~~~~~~~~~~
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The :icon:`fa-envelope` :guilabel:`(Email)` field shows the email address the user uses to log into
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the Odoo database. A user with administrator access rights can make any necessary changes by
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clicking into the field and updating the user's email address.
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.. note::
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Users **cannot** change their own login usernames. Changing the :icon:`fa-key`
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||||
:guilabel:`(Login)` only changes the *username* on the user's portal login. Users' email
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addresses can be changed in the :guilabel:`Manage Users` module, the **Contacts** app, or by the
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users themselves in the portal.
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Update passwords
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~~~~~~~~~~~~~~~~
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Users' security settings can be adjusted under the :guilabel:`Security` tab on their Contact form.
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Under the :guilabel:`Security` tab, there are options to:
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- :guilabel:`Change password` Click the :guilabel:`Change password` button to bring up a form that
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shows what logins the user has access to and enter a new password. Click :guilabel:`Change
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Password` to save the password or click :guilabel:`Cancel` to return to the previous screen.
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- :guilabel:`Invite to use 2FA`. Click the :guilabel:`Invite to use 2FA` button to bring up a pop-up
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||||
notification that an invitation to use two-factor authentication was sent.
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.. seealso::
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||||
- :doc:`Access rights </applications/general/users/access_rights>`
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- :doc:`Portal access documentation <portal_access>`
|
||||
@@ -257,7 +257,7 @@ Tracking and cancellation
|
||||
|
||||
Shipments registered with Envia can be tracked using the :guilabel:`Tracking` smart button from the
|
||||
delivery order or using the tracking link from the :doc:`customer portal
|
||||
<../../../../general/users/portal>`.
|
||||
<../../../../general/users/user_portals>`.
|
||||
|
||||
.. image:: envia_shipping/envia-customer-portal-tracking.png
|
||||
:alt: Customer portal tracking.
|
||||
|
||||
@@ -42,7 +42,7 @@ include:
|
||||
|
||||
#. (required) :ref:`installing <general/install>` the **Purchase** app
|
||||
#. (optional) adding vendors (the sellers in this workflow) as :doc:`portal users
|
||||
<../../../general/users/portal>`.
|
||||
<../../../general/users/user_portals>`.
|
||||
|
||||
Seller database
|
||||
---------------
|
||||
|
||||
@@ -408,9 +408,9 @@ to apply the changes, then :guilabel:`Copy Links` to copy the sharing link to th
|
||||
- Each folder and file URL includes the access rights assigned to it. When you share a link to a
|
||||
folder, recipients are directed to a dedicated portal where they can view the files in that
|
||||
folder, excluding any with restricted access.
|
||||
- :doc:`Portal users </applications/general/users/portal>` can access folders and files they have
|
||||
permission to view or edit through the customer portal by clicking the :guilabel:`Documents`
|
||||
card.
|
||||
- :doc:`Portal users </applications/general/users/user_portals>` can access folders and files
|
||||
they have permission to view or edit through the customer portal by clicking the
|
||||
:guilabel:`Documents` card.
|
||||
|
||||
Managing files across apps
|
||||
==========================
|
||||
|
||||
@@ -77,8 +77,9 @@ quotations and sales orders can update these quantities. Once a quantity is set
|
||||
product is added to the quote total.
|
||||
|
||||
Once an optional product section has been created in a quotation, users who have been :doc:`granted
|
||||
portal access <../../../general/users/portal>` can interact with the quotation there. They can view
|
||||
the quotation and decide whether or not to add the optional products to their final sales order.
|
||||
portal access <../../../general/users/user_portals/portal_access>` can interact with the quotation
|
||||
there. They can view the quotation and decide whether or not to add the optional products to their
|
||||
final sales order.
|
||||
|
||||
.. image:: optional_products/optional-products-section.png
|
||||
:alt: An optional products section with the quanitty and corresponding amount set to 0.
|
||||
|
||||
@@ -37,8 +37,8 @@ How customers can set up automatic payments
|
||||
|
||||
Once these steps are complete, payment providers will be able to create tokens with customers' saved
|
||||
payment details during the checkout process. Saved payment details can then be used for future
|
||||
online or recurring subscription charges. Customers will also be able to log into their
|
||||
:doc:`customer portal <../../general/users/portal>` and enter their payment information there.
|
||||
online or recurring subscription charges. Customers can also log into their :doc:`customer portal
|
||||
<../../general/users/user_portals>` and enter their payment information there.
|
||||
|
||||
Some payment providers will automatically save customers' payment information as part of the
|
||||
checkout process. Others will give them the option to save their information for future payments. If
|
||||
@@ -87,4 +87,4 @@ ignored by Odoo until the sales order is closed.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../finance/payment_providers`
|
||||
- :doc:`../../general/users/portal`
|
||||
- :doc:`../../general/users/user_portals`
|
||||
|
||||
@@ -238,8 +238,8 @@ Create field service task from a ticket
|
||||
=======================================
|
||||
|
||||
On-site interventions can be planned from a ticket and managed through the **Field Service**
|
||||
application. Customers with :doc:`portal access <../../../general/users/portal>` are able to track
|
||||
the progress of a **Field Service** task the same as they would a **Helpdesk** ticket.
|
||||
application. Customers with :doc:`portal access <../../../general/users/user_portals>` are able
|
||||
to track the progress of a **Field Service** task the same as they would a **Helpdesk** ticket.
|
||||
|
||||
.. tip::
|
||||
To change the default **Field Service** project for the team, go to :menuselection:`Helpdesk app
|
||||
|
||||
@@ -106,5 +106,5 @@ customers when they view their ticket through the customer portal.
|
||||
is added to the first stage of a team by default. This link does not require a customer to have
|
||||
access to the portal to view or respond to their ticket.
|
||||
|
||||
Customers with access to the :doc:`portal <../../../general/users/portal>` are able to view their
|
||||
tickets under :menuselection:`My Account --> Tickets`.
|
||||
Customers with access to the :doc:`portal <../../../general/users/user_portals>` are able to
|
||||
view their tickets under :menuselection:`My Account --> Tickets`.
|
||||
|
||||
@@ -76,7 +76,7 @@ option:
|
||||
- :guilabel:`All internal users`: All internal users can access the project and all of its tasks.
|
||||
- :guilabel:`Invited portal users and all internal users (public)`: All internal users can access
|
||||
the project and all of its tasks. When following a project, :doc:`portal users
|
||||
</applications/general/users/portal>` only have access to the specific tasks they are following.
|
||||
</applications/general/users/user_portals>` only have access to the specific tasks they are following.
|
||||
This option is selected by default.
|
||||
|
||||
Inviting external users
|
||||
|
||||
@@ -5,13 +5,14 @@ Customer accounts
|
||||
Using customer accounts for an e-commerce enables you to :ref:`manage customers
|
||||
<ecommerce/customer_accounts/account-creation>`, control access to the :ref:`shop
|
||||
<ecommerce/customer_accounts/shop-access>`, the :ref:`checkout
|
||||
<ecommerce/customer_accounts/checkout-access>`, or the :ref:`customer portal <portal/access>`,
|
||||
and support both :doc:`B2B and B2C operations <b2b_b2c>`.
|
||||
<ecommerce/customer_accounts/checkout-access>`, or the :doc:`customer portal
|
||||
<../../general/users/user_portals/portal_access>`, and support both :doc:`B2B and B2C operations
|
||||
<b2b_b2c>`.
|
||||
|
||||
After logging in, customers can access their :doc:`customer portal <../../general/users/portal>`
|
||||
by clicking their username in the top-right corner of the screen and selecting :guilabel:`My
|
||||
Account`. From there, they can view all their documents in one place, such as quotations, orders,
|
||||
invoices, and more.
|
||||
After logging in, customers can access their :doc:`customer portal
|
||||
<../../general/users/user_portals>` by clicking their username in the top-right corner of the
|
||||
screen and selecting :guilabel:`My Account`. From there, they can view all their documents in one
|
||||
place, such as quotations, orders, invoices, and more.
|
||||
|
||||
.. image:: customer_accounts/account-log.png
|
||||
:alt: Customer account access
|
||||
@@ -33,7 +34,7 @@ of the following options:
|
||||
- :guilabel:`On invitation`: Customers can only create an account if the website owner sends them
|
||||
an invitation.
|
||||
- :guilabel:`Free sign up`: Every website visitor can create an account and sign in. They will
|
||||
get access to the :doc:`portal <../../general/users/portal>` by default.
|
||||
get access to the :doc:`portal <../../general/users/user_portals>` by default.
|
||||
|
||||
.. _ecommerce/customer_accounts/grant-access:
|
||||
|
||||
@@ -73,7 +74,7 @@ Access restriction
|
||||
Once a customer account is created, it is still possible to adjust the access rights
|
||||
either globally or for individual users:
|
||||
|
||||
- :ref:`Revoke access or re-invite a customer <portal/access>`
|
||||
- :doc:`Revoke access or re-invite a user <../../general/users/user_portals/portal_access>`
|
||||
using the related buttons in the :guilabel:`Portal Access Management` pop-up.
|
||||
- Restrict :ref:`access to the shop <ecommerce/customer_accounts/shop-access>`;
|
||||
- Decide whether customers need to create an account to :ref:`complete the checkout
|
||||
|
||||
@@ -328,7 +328,7 @@ pricelist is assigned to the correct website and is listed first among the websi
|
||||
- To hide prices from public visitors while keeping them visible to logged-in customers, create a
|
||||
zero-priced pricelist to be used for non-logged-in customers and :ref:`assign
|
||||
<sales/products/customer-pricelist-application>` a regular pricelist (with actual prices) to
|
||||
customers with :ref:`portal access <portal/access>`.
|
||||
customers with :doc:`portal access <../../../general/users/user_portals/portal_access>`.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../customer_accounts`
|
||||
|
||||
@@ -18,7 +18,11 @@ applications/finance/payment_providers/sdd.rst applications/finance/payment_prov
|
||||
|
||||
applications/hr/payroll/batches.rst applications/hr/payroll/pay_runs.rst
|
||||
|
||||
|
||||
#applications/general
|
||||
|
||||
applications/general/iot/iot_advanced/https_certificate_iot.rst applications/general/iot/iot_advanced/troubleshooting.rst
|
||||
|
||||
# applications/general/users
|
||||
|
||||
applications/general/users/portal.rst applications/general/users/user_portals.rst
|
||||
|
||||
|
||||
Reference in New Issue
Block a user