diff --git a/content/applications/general/users.rst b/content/applications/general/users.rst index 2c92c9e7b..786672cd8 100644 --- a/content/applications/general/users.rst +++ b/content/applications/general/users.rst @@ -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 ` 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 `. 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:: diff --git a/content/applications/general/users/invitation-email.png b/content/applications/general/users/invitation-email.png index 6b6050a98..d91abdf1c 100644 Binary files a/content/applications/general/users/invitation-email.png and b/content/applications/general/users/invitation-email.png differ diff --git a/content/applications/general/users/manage-users.png b/content/applications/general/users/manage-users.png index 6956e57da..74950857e 100644 Binary files a/content/applications/general/users/manage-users.png and b/content/applications/general/users/manage-users.png differ diff --git a/content/applications/general/users/minimum-password-length.png b/content/applications/general/users/minimum-password-length.png index 3e700f9b4..f2db67081 100644 Binary files a/content/applications/general/users/minimum-password-length.png and b/content/applications/general/users/minimum-password-length.png differ diff --git a/content/applications/general/users/multi-companies.png b/content/applications/general/users/multi-companies.png index 151b65e61..bc52acbfc 100644 Binary files a/content/applications/general/users/multi-companies.png and b/content/applications/general/users/multi-companies.png differ diff --git a/content/applications/general/users/new-user.png b/content/applications/general/users/new-user.png index 3930ec200..79cb99723 100644 Binary files a/content/applications/general/users/new-user.png and b/content/applications/general/users/new-user.png differ diff --git a/content/applications/general/users/password-reset-login.png b/content/applications/general/users/password-reset-login.png index 2fda1f173..71eeed164 100644 Binary files a/content/applications/general/users/password-reset-login.png and b/content/applications/general/users/password-reset-login.png differ diff --git a/content/applications/general/users/password-reset.png b/content/applications/general/users/password-reset.png deleted file mode 100644 index bb898c147..000000000 Binary files a/content/applications/general/users/password-reset.png and /dev/null differ diff --git a/content/applications/general/users/user-type.png b/content/applications/general/users/user-type.png deleted file mode 100644 index 79c1623c3..000000000 Binary files a/content/applications/general/users/user-type.png and /dev/null differ