153 lines
4.9 KiB
ReStructuredText
153 lines
4.9 KiB
ReStructuredText
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============
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Manage users
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============
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Odoo defines a **user** as someone who has access to a database to perform daily tasks. You can add
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as many users as you need and, in order to restrict the type of information each user can access,
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rules can be applied. Users and access rights can be added and changed at any point.
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.. seealso::
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- :doc:`language`
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- :doc:`access_rights`
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.. _users/add-individual:
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Add individual users
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====================
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Go to :menuselection:`Settings --> Manage Users` and click on *Create*.
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.. image:: manage_users/manage-users.png
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:align: center
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:height: 280
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:alt: View of the settings page emphasizing the manage users field in Odoo
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| Fill in the form with the needed information. Under the tab
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:doc:`Access Rights <access_rights>` choose the group within each application the user can
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have access to.
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| The list of applications shown is based on the applications installed on the database.
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.. image:: manage_users/new_user.png
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:align: center
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:alt: View of a user’s form emphasizing the access rights tab in Odoo
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When you are done editing the page and have *Saved* it, an invitation email is automatically sent to
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the user. The user must click on it to accept the invitation and create a login.
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.. image:: manage_users/invitation-email.png
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:align: center
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:alt: View of a user’s form with a notification that the invitation email has been sent in Odoo
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.. note::
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Remember that subscription prices follow the number of users. Refer to our
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`pricing page <https://www.odoo.com/pricing>`_
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for more information.
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With the :ref:`developer mode <developer-mode>` activated, *User Types* can be selected.
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.. image:: manage_users/user-type.png
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:align: center
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:height: 300
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:alt: View of a user’s form in developer mode emphasizing the user type field in Odoo
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The *Portal* and *Public* options do not allow you to choose access rights. Members have specific
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ones (such as record rules and restricted menus) and usually do not belong to the usual Odoo
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groups.
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.. _users/deactivate:
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Deactivate users
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================
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Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to
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deactivate, click on *Action*, and then on *Archive*.
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.. danger::
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**Never** deactivate the main user (*admin*).
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.. _users/passwords-management:
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Passwords management
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====================
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.. _users/reset-password:
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Reset passwords
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---------------
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.. _users/reset-password-login:
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Enable password resets from login page
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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It is possible to enable password resets directly from the login page.
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To do so, go to :menuselection:`Settings --> Permissions`, activate **Password Reset** and *Save*.
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.. image:: manage_users/password-reset-login.png
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:align: center
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:alt: Enabling Password Reset in Odoo Settings
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.. _users/reset-password-email:
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Send reset instructions to users
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Go to :menuselection:`Settings --> Users & Companies --> Users`, select the user out of the list and
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click on *Send Password Reset Instructions* on its user form. An email is automatically sent to
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them.
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.. note::
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The *Send Password Reset Instructions* button only appears if the Odoo invitation email has
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already been confirmed by the user.
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This email contains all the instructions needed to reset the password, along with a link redirecting
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the user to an Odoo login page.
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.. image:: manage_users/password-email.png
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:align: center
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:alt: Example of an email with a password reset link for an Odoo account
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.. _users/change-password:
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Change users’ passwords
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-----------------------
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Go to :menuselection:`Settings --> Users & Companies --> Users` and select a user to access its
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form. Click on the *Action* button and select *Change Password*.
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.. image:: manage_users/change-password.png
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:align: center
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:alt: Change another user's password on Odoo
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Enter a new password and confirm by clicking on *Change Password*.
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.. note::
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This operation only modifies the password of the users locally and does not affect their odoo.com
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account. If you want to change the odoo.com password, you can :ref:`send the password reset
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instructions <users/reset-password-email>`.
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Click on *Change Password* one more time. You are then redirected to an Odoo login page where you
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can reaccess your database using your new password.
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.. _users/multi-companies:
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Multi Companies
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===============
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The *Multi Companies* field allows you to set to which of the multiple companies database you hold
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the user can have access.
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.. note::
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Note that if not handled correctly, it may be the source of a lot of inconsistent multi-company
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behaviors. Therefore, a good knowledge of Odoo is required. For technical explanations refer
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to :doc:`this </developer/howtos/company>` documentation.
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.. image:: manage_users/multi-companies.png
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:align: center
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:height: 300
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:alt: View of a user’s form emphasizing the multi companies field in Odoo
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.. seealso::
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- :doc:`companies`
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