[IMP] Settings: Users Images and Icons

closes odoo/documentation#12861

X-original-commit: 6c15c21e49
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>
This commit is contained in:
Justin Mallette
2025-03-24 16:35:38 +00:00
parent 222c016f2a
commit e6501dac4a
9 changed files with 26 additions and 44 deletions

View File

@@ -23,7 +23,6 @@ To add new users, navigate to :menuselection:`Settings app --> Users section -->
click on :guilabel:`New`.
.. image:: users/manage-users.png
:align: center
:alt: View of the settings page emphasizing the manage users field in Odoo.
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
The list of applications shown is based on the applications installed on the database.
.. image:: users/new-user.png
:align: center
:alt: View of a user's form emphasizing the access rights tab in Odoo.
After filling out all the necessary fields on the page, manually :guilabel:`Save`. An invitation
email is automatically sent to the user, using the email in the :guilabel:`Email Address` field. The
user must click on the link included in the email to accept the invitation, and to create a database
login.
After filling out all the necessary fields on the page, :icon:`fa-cloud-upload` :guilabel:`(Save
manually)`. An invitation email is automatically sent to the user, using the email in the
:guilabel:`Email Address` field. The user must click on the link included in the email to accept the
invitation, and to create a database login. email is automatically sent to the user, using the email
in the :guilabel:`Email Address` field. The user must click on the link included in the email to
accept the invitation, and to create a database login.
.. image:: users/invitation-email.png
:align: center
:alt: View of a user's form with a notification that the invitation email has been sent in Odoo.
.. warning::
@@ -54,25 +53,18 @@ login.
User type
---------
:guilabel:`User Type` can be selected from the :guilabel:`Access Rights` tab of the user form,
accessible via :menuselection:`Settings app --> Users section --> Manage Users`.
:guilabel:`User Type` can be chosen on the :guilabel:`Manage Users` page by clicking on the search
bar, and then :ref:`setting a filter <search/preconfigured-filters>` for either :guilabel:`Internal
User` or :guilabel:`Portal User`.
There are three types of users: :guilabel:`Internal User`, :guilabel:`Portal`, and
:guilabel:`Public`.
Odoo databases have three types of users: :guilabel:`Internal User`, :guilabel:`Portal`, and
:guilabel:`Public`. Users are considered *internal database* users. Portal users are *external
users*, who only have access to the database portal to view records. Public users are those visiting
websites, via the website's frontend. See the documentation on :doc:`users/portal`.
.. image:: users/user-type.png
:align: center
:alt: View of a user's form in developer mode emphasizing the user type field in Odoo.
.. tip::
Users are considered internal database users. Portal users are external users, who only have
access to the database portal to view records. See the documentation on :doc:`users/portal`.
Public users are those visiting websites, via the website's frontend.
The :guilabel:`Portal` and :guilabel:`Public` user options do **not** allow the administrator to
choose access rights. These users have specific access rights pre-set (such as, record rules and
restricted menus), and usually do not belong to the usual Odoo groups.
The :guilabel:`Portal` user option does **not** allow the administrator to choose access rights.
These users have specific access rights pre-set (such as, record rules and restricted menus), and
usually do not belong to the usual Odoo groups.
.. _users/deactivate:
@@ -80,11 +72,11 @@ Deactivate users
================
To deactivate (i.e. archive) a user, navigate to :menuselection:`Settings app --> Users section -->
Manage Users`. Then, tick the checkbox to the left of the user(s) to be deactivated.
Manage Users`. Then, tick the checkbox to the left of the users to be deactivated.
After selecting the appropriate user to be archived, click the :guilabel:`⚙️ Actions` icon, and
select :guilabel:`Archive` from the resulting drop-down menu. Then, click :guilabel:`OK` from the
:guilabel:`Confirmation` pop-up window that appears.
After selecting the appropriate user to be archived, click the :icon:`fa-cog` :guilabel:`(Actions)`
icon, and select :guilabel:`Archive` from the resulting drop-down menu. Then, click :guilabel:`OK`
from the :guilabel:`Confirmation` pop-up window that appears.
.. danger::
**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
the following message is displayed.
.. image:: users/add-more-users.png
:align: center
:alt: Too many users on a database error message.
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.
password length in the :guilabel:`Minimum Password Length` field. By default the value is `8`.
.. image:: users/minimum-password-length.png
:align: center
:alt: Minimum Password Length highlighted in the Permissions section of General Settings.
.. _users/reset-password:
@@ -159,16 +149,11 @@ To change this setting, go to :menuselection:`Settings app --> Permissions` sect
:guilabel:`Password Reset`, and then click :guilabel:`Save`.
.. image:: users/password-reset-login.png
:align: center
:alt: Enabling Password Reset in Odoo Settings
:alt: Enabling Password Reset in Odoo Settings.
On the login page, click :guilabel:`Reset Password` to initiate the password reset process, and have
a reset-token sent to the email on file.
.. image:: users/password-reset.png
:align: center
:alt: Login screen on Odoo.com with the password reset option highlighted.
.. _users/reset-password-email:
Send reset instructions
@@ -187,7 +172,6 @@ This email contains all the instructions needed to reset the password, along wit
the user to an Odoo login page.
.. image:: users/password-reset-email.png
:align: center
:alt: Example of an email with a password reset link for an Odoo account.
.. _users/change-password:
@@ -196,20 +180,19 @@ Change user password
--------------------
Go to :menuselection:`Settings app --> Users & Companies --> Users`, and select a user to access its
form. Click on the :guilabel:`⚙️ Actions` icon, and select :guilabel:`Change Password` from, the
resulting drop-down menu. Enter a new password in the :guilabel:`New Password` column of the
:guilabel:`Change Password` pop-up window that appears, and confirm the change by clicking
form. Click on the :icon:`fa-cog` :guilabel:`(Actions)` icon, and select :guilabel:`Change Password`
from the resulting drop-down menu. Enter a new password in the :guilabel:`New Password` column of
the :guilabel:`Change Password` pop-up window that appears, and confirm the change by clicking
:guilabel:`Change Password`.
.. image:: users/change-password.png
:align: center
:alt: Change a user's password on Odoo.
.. note::
This operation only modifies the password of the users locally, and does **not** affect their
odoo.com account.
Odoo account.
If the odoo.com password needs to be changed, use the :ref:`send the password reset instructions
If the Odoo password needs to be changed, use the :ref:`send the password reset
<users/reset-password-email>`. Odoo.com passwords grant access to the *My Databases* page, and
other portal features.
@@ -241,7 +224,6 @@ company.
developer documentation on :doc:`../../../developer/howtos/company`.
.. image:: users/multi-companies.png
:align: center
:alt: View of a user's form emphasizing the multi companies field in Odoo.
.. seealso::

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