[ADD] General: User portal rework and addition #15777
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Hi @theRealThagomizer, this PR looks to be a real lift! The portal.rst page has been replaced by user_portal.rst, correct? could you create a redirect link for that? |
Done! The next commit has an updated redirect file. |
larm-odoo
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larm-odoo
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My goodness- what a BEAST of a doc as usual @theRealThagomizer! I had a lot of edits and suggestions - some are optional/stylistic, others I think would help with structure and detail. Take what you will, ignore the rest, and tag me when it's ready for another look =) Also, I apologize- I tend to make comments before reading thorugh a whole odc, so you'll see my htought process as I went along =D
content/applications/general/users/user_portals/portal_access.rst
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content/applications/general/users/user_portals/portal_access.rst
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content/applications/general/users/user_portals/portal_access.rst
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| .. note:: | ||
| Changing the :guilabel:`Email Address` (or login) only changes the *username* on the user's | ||
| portal login. | ||
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| In order to change the contact email, this change needs to take place on the contact template in | ||
| the **Contacts** app. Alternatively, the user can change their email directly from the portal, | ||
| but their login **cannot** be changed. |
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I'm a little ocnfused- do they not use an email as the "username"? Am i correct to infer that the email on this page, is what they type in the portal login? I understand that the Contact email is separate form the portal user- but would someone just write in a name/handle in the email field? Like "awesomeportaluser" or does it need to be an actual email? I feel like 99.9% of peopple would use an email.
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That's right. 99% of the time, a user would just use an email, but they can set a standalone username to log in with. Updating the username doesn't update the user's email address, and users can update their own email addresses but not their own logins. I've rewritten this section to be a bit more clear.
content/applications/general/users/user_portals/updating_portal_info.rst
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| the **Contacts** app. Alternatively, the user can change their email directly from the portal, | ||
| but their login **cannot** be changed. | ||
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| Changing passwords |
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| Changing passwords | |
| Update passwords | |
| ~~~~~~~~~~~~~~~ |
I think this should be nested in the 'admin changes' like the emails, yes?
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This looks like it can be done from the 'Manage Users' form the Settings page:
If there are two ways to update the password as an admin, I'd mention both - but this is why I htought it shoudl be nested.
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Great catch on both parts!
content/applications/general/users/user_portals/updating_portal_info.rst
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| .. seealso:: | ||
| :doc:`Access rights </applications/general/users/access_rights>` | ||
| :doc:`Portal access documentation <portal_access>` |
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| .. seealso:: | |
| :doc:`Access rights </applications/general/users/access_rights>` | |
| :doc:`Portal access documentation <portal_access>` | |
| .. seealso:: | |
| - :doc:`Access rights </applications/general/users/access_rights>` | |
| - :doc:`Portal access documentation <portal_access>` |
These appear net to each other, so if it's bulleted they won't be squished, or you can add a space between the lines.
Co-authored-by: Lara Martini <[email protected]>
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@larm-odoo I took another pass at this following your suggestions. Thanks for the review! (if it doesn't get reviewed earlier while you're out on holiday. And if it does, happy holidays!) |
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Hiya, @larm-odoo! Here are the user portal pages I've been mentioning in the past couple stand-ups. This is a mixture of all-new material and extant material that's been revised and rearranged in a new format. It's meant to capture the broad strokes of the user portal and its default features without going to deep into specific app integrations at this time. Thanks for the review!
@auva-odoo, I saw a few comments on tasks where you mentioned that there should be a dedicated customer/user portal page, so I thought you'd want to take a look at these. Please let me know if you have any feedback or if there's anything I'm missing/not representing correctly. Thanks!
This 19.0 PR can be FWP up to master.