mirror of
https://github.com/odoo/documentation.git
synced 2025-12-12 07:29:27 +07:00
da06c50cb8
closes odoo/documentation#12657
X-original-commit: 4e8e01465f
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
106 lines
5.1 KiB
ReStructuredText
106 lines
5.1 KiB
ReStructuredText
=================
|
|
Odoo.com accounts
|
|
=================
|
|
|
|
This document describes how to edit and manage an Odoo.com account, including adding a client
|
|
database, deleting an account, resetting a password, and enabling two-factor authentication.
|
|
|
|
Grant users access to database
|
|
==============================
|
|
|
|
A database can be linked to an Odoo.com account that was created by a different Odoo.com account.
|
|
This allows the database to appear in the *My Databases* page of the account. To do so, the
|
|
client Odoo.com account needs to be added to the database as a user.
|
|
|
|
First, sign in to the Odoo.com account that created the client database. In the main Odoo dashboard
|
|
of the database, navigate to the **Settings** app, and click :guilabel:`Manage Users` in the
|
|
:guilabel:`Users` section. Click the :guilabel:`New` button, and enter a name in the
|
|
:guilabel:`Name` field for this user. Next, enter the email address used to register the desired
|
|
Odoo.com account in the :guilabel:`Email` field. Navigate back to :guilabel:`Settings` using the
|
|
breadcrumbs, and a pop-up window titled :guilabel:`Users Invitations` appears, with a warning that
|
|
adding additional users will increase the amount of the subscription.
|
|
|
|
Click :guilabel:`Confirm`, and the :guilabel:`Users` list appears. An invitation is automatically
|
|
sent to the email address. Once confirmed, the client database now appears in the **My Databases**
|
|
page of the target Odoo.com account.
|
|
|
|
.. tip::
|
|
To provide full access to the database for this user, set the :guilabel:`Dashboard` field under
|
|
the :guilabel:`Productivity` header to :guilabel:`Admin`. Next, set the
|
|
:guilabel:`Administration` field under the :guilabel:`Administration` header to
|
|
:guilabel:`Settings`.
|
|
|
|
Delete Odoo.com account
|
|
=======================
|
|
|
|
To delete an Odoo.com account, start by clicking the profile icon in the upper-right corner
|
|
(represented by the username and icon) to reveal a drop-down menu. From the drop-down menu, select
|
|
:guilabel:`My Odoo.com account`, which reveals the user portal.
|
|
|
|
From the user portal, the delete option can be accessed by going to :menuselection:`My Account -->
|
|
Edit Security Settings --> Delete Account`. It can also be accessed by going to
|
|
`https://www.odoo.com/my/home <https://www.odoo.com/my/home>`_.
|
|
|
|
.. danger::
|
|
Deleting an Odoo account is irreversible. Be careful performing this action, as the Odoo.com
|
|
account is **not** retrievable once deleted.
|
|
|
|
Upon clicking the :guilabel:`Delete Account` button, a pop-up window appears, requesting
|
|
confirmation for the account deletion.
|
|
|
|
.. image:: odoo_accounts/delete-account.png
|
|
:align: center
|
|
:alt: Clicking on the Delete Account button will populate a window verifying the change.
|
|
|
|
To confirm the deletion, enter the :guilabel:`Password` and the :guilabel:`Login` for the account
|
|
being deleted. Then, click the :guilabel:`Delete Account` button to confirm the deletion.
|
|
|
|
.. _odoocom/change_password:
|
|
|
|
Odoo.com account password change
|
|
================================
|
|
|
|
To change an Odoo.com account password, first login into the Odoo.com user account from the Odoo.com
|
|
login page. After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼
|
|
(down arrow)` icon next to the profile icon. Then, select :guilabel:`My Account`, and a portal
|
|
dashboard appears.
|
|
|
|
To change the Odoo.com password, click on the :guilabel:`Edit Security Settings` link, below the
|
|
:menuselection:`Account Security` section. Next, make the necessary changes by typing in the current
|
|
:guilabel:`Password`, :guilabel:`New Password`, and verify the new password. Lastly, click on
|
|
:guilabel:`Change Password` to complete the password change.
|
|
|
|
.. note::
|
|
If a customer would like to change the login, contact Odoo support `here
|
|
<https://www.odoo.com/help>`_.
|
|
|
|
.. note::
|
|
Passwords for Odoo.com users and portal users remain separate, even if the same email address is
|
|
used.
|
|
|
|
Add two-factor authentication
|
|
=============================
|
|
|
|
To add two-factor authentication, login into the Odoo.com user account from the Odoo.com login page.
|
|
After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼ (down
|
|
arrow)` icon next to the :guilabel:`profile icon`. Then, select :guilabel:`My Account`, and a portal
|
|
dashboard appears.
|
|
|
|
If the user would like to turn on two-factor authentication (2FA) for Odoo.com access, click on the
|
|
:guilabel:`Edit Security Settings` link below the :menuselection:`Account Security` section.
|
|
|
|
Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor
|
|
authentication)`. Then, confirm the current password in the :guilabel:`Password` field. Next, click
|
|
on :guilabel:`Confirm Password`. Following that, activate :abbr:`2FA (two-factor authentication)` in
|
|
a :abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the
|
|
:guilabel:`QR code` or entering a :guilabel:`Verification Code`.
|
|
|
|
Finally, click on :guilabel:`Enable two-factor authentication` to complete the setup.
|
|
|
|
.. note::
|
|
Under :guilabel:`My Account` Odoo.com users can also access the following:
|
|
|
|
- :guilabel:`My Partner dashboard`
|
|
- :guilabel:`My In-App Services`
|
|
- :guilabel:`My Apps Dashboard`
|