diff --git a/content/applications/general/users.rst b/content/applications/general/users.rst index 38c9f6bca6..32d0f0fd86 100644 --- a/content/applications/general/users.rst +++ b/content/applications/general/users.rst @@ -58,7 +58,7 @@ User` or :guilabel:`Portal User`. 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`. +websites, via the website's frontend. See the documentation on :doc:`users/user_portals`. 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 @@ -278,7 +278,7 @@ company. users/language users/2fa users/access_rights - users/portal + users/user_portals users/facebook users/google users/azure diff --git a/content/applications/general/users/portal.rst b/content/applications/general/users/portal.rst deleted file mode 100644 index 32b59504d7..0000000000 --- a/content/applications/general/users/portal.rst +++ /dev/null @@ -1,160 +0,0 @@ -============= -Portal access -============= - -.. _portal/main: - -Portal access is given to users who need the ability to view certain documents or information within -an Odoo database. - -Some common use cases for providing portal access include allowing customers to make partial payment -on an invoice, to add funds to their eWallet, and to read/view any or all of the following in Odoo: - -- Following, viewing and paying orders -- Following, downloading or paying invoices -- Managing payment methods -- Managing subscriptions -- Adding, removing or modifying addresses -- Configuring connection parameters - -.. note:: - Portal users only have read/view access, and will **not** be able to edit any documents in the - database. - -.. _portal/access: - -Provide portal access to customers -================================== - -From the main Odoo dashboard, select the :guilabel:`Contacts` application. If the contact is not yet -created in the database, click on the :guilabel:`Create` button, enter the details of the contact, -and then click :guilabel:`Save`. Otherwise, choose an existing contact, and then click on the -:guilabel:`Action` drop-down menu located at the top-center of the interface. - -.. image:: portal/grant-portal-access.png - :alt: Use the Contacts application to give portal access to users. - -Then select :guilabel:`Grant portal access`. A pop-up window appears, listing three fields: - -- :guilabel:`Contact`: the recorded name of the contact in the Odoo database -- :guilabel:`Email`: the contact's email address used to log into the portal -- :guilabel:`Latest Authentication`: the last time the user accessed the portal - -To grant portal access, first enter the contact's :guilabel:`Email` used to log into the portal if -it has not been automatically entered by the system. Then click :guilabel:`Grant Access` to finish. - -To grant portal access to multiple users for a company at once, navigate to the company contact, -then click :menuselection:`Action --> Grant portal access` to view a list of the company's related -contacts. Click :guilabel:`Grant Access` for each contact to grant portal access to. - -An email is sent to the specified email address, indicating that the contact is now a portal user -for that Odoo database. - -Revoking portal access -====================== - -At any time, portal access can be revoked by navigating to a contact, clicking -:menuselection:`Action --> Grant portal access`, and then clicking :guilabel:`Revoke Access`. - -.. _portal/login: - -Change portal username -====================== - -There may be times when a portal user wants to change their user login. This can be done by any user -in the database with administrator access rights. The following process outlines the necessary steps -to change the portal user login. - -.. seealso:: - :doc:`Access rights `. - -First, navigate to :menuselection:`Settings app --> Users`. Then, under :guilabel:`Filters`, select -:guilabel:`Portal Users`, or select :guilabel:`Add Custom Filter` and set the following -configuration :guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this selection, -search for (and open) the portal user that needs to be edited. - -Next, click :guilabel:`Edit` (if necessary), click into the :guilabel:`Email Address` field, and -proceed to make any necessary changes to this field. The :guilabel:`Email Address` field is used to -log into the Odoo portal. - -.. note:: - Changing the :guilabel:`Email Address` (or login) only changes the *username* on the customer's - portal login. - - In order to change the contact email, this change needs to take place on the contact template in - the *Contacts* app. Alternatively, the customer can change their email directly from the portal, - but the login **cannot** be changed. :ref:`See change customer info `. - -Customer portal changes -======================= - -There may be times when the customer would like to make changes to their contact, security, or -payment information attached to the portal account. This can be performed by the customer from their -portal. The following process is how a customer can change their contact information. - -.. _portal/custinfo: - -Change customer info --------------------- - -First enter the username and password (login) into the database login page to access the portal user -account. A portal dashboard will appear upon successfully logging in. Portal documents from the -various installed Odoo applications will appear with the number count of each. - -.. seealso:: - :ref:`Portal access documentation `. - -Next, navigate to the upper-right corner of the portal, and click the :guilabel:`Edit` button, next -to the :guilabel:`Details` section. Then, change the pertinent information, and click -:guilabel:`Confirm`. - -Change password ---------------- - -First enter the username and password (login) into the database login page to access the portal user -account. A portal dashboard will appear upon successfully logging in. - -If the customer would like to change their password for portal access, click on the :guilabel:`Edit -Security Settings` link, below the :guilabel:`Account Security` section. Then, 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, as documented above, contact the Odoo database - point-of-contact. :ref:`See above documentation on changing the portal username `. - -.. note:: - Passwords for portal users and Odoo.com users remain separate, even if the same email address is - used. - -Add two-factor authentication ------------------------------ - -First enter the username and password (login) into the database login page to access the portal user -account. A portal dashboard will appear upon successfully logging in. - -If the customer would like to turn on two-factor authentication (2FA) for portal access, click on -the :guilabel:`Edit Security Settings` link, below the :guilabel:`Account Security` section. - -Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor -authentication)`. Confirm the current portal password in the :guilabel:`Password` field. Then, click -on :guilabel:`Confirm Password`. Next, 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 :guilabel:`Enable two-factor authentication` to complete the setup. - -.. _users-portal-payment-methods: - -Change payment info -------------------- - -If the customer needs to manage payment options, they click the :guilabel:`Payment methods` button. - -* To add a new payment option, choose from the available payment methods, enter the new payment - information, and click :guilabel:`Save` to save the details. -* To erase a payment option, click the :icon:`fa-trash` :guilabel:`(Trash)` icon, then click the - :guilabel:`Confirm Deletion` button. - -Payment details **cannot** be edited. Customers must delete and re-enter information to update their -details. diff --git a/content/applications/general/users/portal/add-contact-to-portal.png b/content/applications/general/users/portal/add-contact-to-portal.png deleted file mode 100644 index 5ff41aa5f8..0000000000 Binary files a/content/applications/general/users/portal/add-contact-to-portal.png and /dev/null differ diff --git a/content/applications/general/users/portal/grant-portal-access.png b/content/applications/general/users/portal/grant-portal-access.png deleted file mode 100644 index 8e3374c3bf..0000000000 Binary files a/content/applications/general/users/portal/grant-portal-access.png and /dev/null differ diff --git a/content/applications/general/users/user_portals.rst b/content/applications/general/users/user_portals.rst new file mode 100644 index 0000000000..2f48ff299e --- /dev/null +++ b/content/applications/general/users/user_portals.rst @@ -0,0 +1,29 @@ +:show-content: + +============ +User portals +============ + +.. _user_portals/main: + +The user portal is a module available by default in Odoo. Users, both customers and vendors, can be +granted :doc:`access to the portal ` by businesses in +order to view certain documents or information within an Odoo database. For example, some common use +cases for providing portal access include allowing customers and vendors to: + +- Follow, view, and pay orders +- Follow, download, or pay invoices, including partial payments and down payments +- Manage payment methods +- Manage subscriptions +- Add, remove, or modify their addresses +- Configure connection parameters between Odoo and 3rd-party services + +.. note:: + Portal users only have read/view access, and will **not** be able to edit any documents in the + database. + +.. toctree:: + :titlesonly: + + user_portals/portal_access + user_portals/updating_portal_info diff --git a/content/applications/general/users/user_portals/portal_access.rst b/content/applications/general/users/user_portals/portal_access.rst new file mode 100644 index 0000000000..9b8a967320 --- /dev/null +++ b/content/applications/general/users/user_portals/portal_access.rst @@ -0,0 +1,52 @@ +====================== +Granting portal access +====================== + +In order for the customers and vendors of a business to begin using the user portal, they must first +be granted access by the business. The process to do this begins in the **Contacts** application. + +Adding portal access to a contact +================================= + +From the main Odoo dashboard, open the :guilabel:`Contacts` application. If the contact to be +granted access is not yet in the database, create an entry for them by clicking on the +:guilabel:`Create` button and entering their details. Otherwise, choose an existing contact, then +click on the :icon:`fa-gear` :guilabel:`(Actions)` drop-down menu located at the top-center of the +interface, and select :guilabel:`Grant portal access`. + +.. image:: portal_access/grant-portal-access.png + :alt: Use the Contacts application to give portal access to users. + +This brings up the :guilabel:`Portal Access Management` window, which has three fields: + +- :guilabel:`Contact`: the recorded name of the contact in the Odoo database +- :guilabel:`Email`: the contact's email address used to log into the portal +- :guilabel:`Latest Authentication`: the last time the user accessed the portal + +.. image:: portal_access/portal-access-management.png + :alt: Grant access in the Portal Access Management window. + +To grant portal access, first enter the email address the contact will use to log into the portal. +This may have been automatically entered by the system if an existing contact is being granted +access. Then click the :guilabel:`Grant Access` button to finish. + +Granting accesss to multiple users at once +------------------------------------------ + +To grant portal access to multiple users from a single company at once, navigate to the contact +listing for that company, then click :menuselection:`Action --> Grant portal access` to view a list +of the company's related contacts. Click :guilabel:`Grant Access` for each contact that needs portal +access. An email is sent to the specified email address, indicating that the contact is now a portal +user for that Odoo database. + +.. image:: portal_access/multiple-user-access.png + :alt: Grant access to multiple users at once. + +Revoking portal access +---------------------- + +Portal access can be revoked from a contact at any time by navigating to a contact, clicking +:menuselection:`Action --> Grant portal access`, and then clicking :guilabel:`Revoke Access`. + +.. image:: portal_access/revoke-user-access.png + :alt: Revoke access from a user. diff --git a/content/applications/general/users/user_portals/portal_access/grant-portal-access.png b/content/applications/general/users/user_portals/portal_access/grant-portal-access.png new file mode 100644 index 0000000000..d24674091b Binary files /dev/null and b/content/applications/general/users/user_portals/portal_access/grant-portal-access.png differ diff --git a/content/applications/general/users/user_portals/portal_access/multiple-user-access.png b/content/applications/general/users/user_portals/portal_access/multiple-user-access.png new file mode 100644 index 0000000000..28a661ee18 Binary files /dev/null and b/content/applications/general/users/user_portals/portal_access/multiple-user-access.png differ diff --git a/content/applications/general/users/user_portals/portal_access/portal-access-management.png b/content/applications/general/users/user_portals/portal_access/portal-access-management.png new file mode 100644 index 0000000000..d28661201d Binary files /dev/null and b/content/applications/general/users/user_portals/portal_access/portal-access-management.png differ diff --git a/content/applications/general/users/user_portals/portal_access/revoke-user-access.png b/content/applications/general/users/user_portals/portal_access/revoke-user-access.png new file mode 100644 index 0000000000..a18577ee74 Binary files /dev/null and b/content/applications/general/users/user_portals/portal_access/revoke-user-access.png differ diff --git a/content/applications/general/users/user_portals/updating_portal_info.rst b/content/applications/general/users/user_portals/updating_portal_info.rst new file mode 100644 index 0000000000..3031f3e91e --- /dev/null +++ b/content/applications/general/users/user_portals/updating_portal_info.rst @@ -0,0 +1,131 @@ +==================== +Updating portal info +==================== + +There may be times when a user would like to make changes to their contact, security, or payment +information connected to their portal account. Portal users can update most information by logging +into their account and making the changes themselves, but some updates may require a database user +with administrator access rights. + +Updating user information begins with logging into the user portal. Once a user has logged in and is +on the portal dashboard, they can begin making changes to their information. + +User-driven updates +=================== + +.. _user_portal_user_info: + +.. note:: + Passwords for portal users and Odoo.com users remain separate, even if the same email address is + used. + +Changing contact info +--------------------- + +From the portal dashboard, click the :guilabel:`Edit information` button under the user contact +information. This brings up a new page where contact information can be updated. + +On this screen, users can update their: + +- Contact name +- Email address and phone number +- Company name and VAT (if applicable) +- Mailing address +- Invoice delivery preference +- Electronic format for documents (This is generally only relevant for portal users in the European + Union.) + +Once users have updated their information, they can click :guilabel:`Save Address` to save any +changes they've made or :guilabel:`Discard` to return to the portal dashboard. By default, the only +fields that need to be filled out to save users' information are their names, emails, phone numbers, +and addresses. + +.. important:: + Once the system has generated any documents for a user's account, their country **cannot** be + updated. If users need to update their country at that point, they must reach out to a database + user with administrator access rights. + +.. _users-portal-payment-methods: + +Change payment info +------------------- + +From the portal dashboard, click the :guilabel:`Payment methods` button. This brings up a new page +that shows any saved payment methods. + +* To add a new payment option, choose from the available payment methods, enter the new payment + information, and click :guilabel:`Save` to save the details. +* To erase a payment option, click the :icon:`fa-trash` :guilabel:`(Trash)` icon, then click the + :guilabel:`Confirm Deletion` button. + +.. important:: + Users that need to update payment information must delete any existing information and enter + their new or updated info. Payment information **cannot** be edited and must be re-entered. + + +Changing passwords and managing security +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +From the portal dashboard, click the :guilabel:`Connection & Security` button. This brings up a new +page with five sections: + +- Change Password. Here the user can enter their current password and a new password they wish to + change to. The new password can be saved by clicking :guilabel:`Change Password`. +- Two-factor authentication. An :icon:`fa-info-circle` :guilabel:`info tooltip` explains how + two-factor authentication (2FA) works and the user's currrent 2FA status is shown. If 2FA is not + enabled, an :guilabel:`Enable two-factor authentication` appears. If it is enabled, a link reading + :guilabel:`Disable two-factor authentication` appears instead. +- Passkeys. Click :guilabel:`Add Passkey` to create a passkey that simplifies the login process. Any + previously created passkeys are shown here, alongside information on when they were created and + when they were last used. They can be renamed by clicking their :icon:`fa-pencil` :guilabel:`edit` + button or deleted by clicking their :icon:`fa-trash` :guilabel:`Delete` button. +- Revoke All Sessions. Clicking the :guilabel:`Log out from all devices` button brings up a pop-up + prompting the user to enter their password. Once they do so and click + :guilabel:`Confirm Password`, the system logs them out of all sessions except for the current one. +- Delete Account. Clicking the :guilabel:`Delete Account` button brings up a pop-up to completely + and irrevocably delete the user's account. Users must enter their password and their login name to + complete the process. They can also choose to have their email address and phone number added to + an internal block list to prevent any future communication. + +Database administrator-driven updates +===================================== + +Accessing users' information as an administrator +------------------------------------------------ + +First, navigate to :menuselection:`Settings app --> Users` and click :icon:`oi-arrow-right` +:guilabel:`Manage Users` Then, click the drop-down arrow in the search bar and add :guilabel:`Portal +Users` as a filter. After making this selection, search for and open the portal user that needs to +be edited. + +Update email address +~~~~~~~~~~~~~~~~~~~~ + +The :icon:`fa-envelope` :guilabel:`Email Address` field shows the email address the user uses to log +into the Odoo database. A database user with administrator access rights can make any necessary +changes by clicking into the field, updating the user's email address, and clicking the +:icon:`fa-cloud-upload` :guilabel:`Save` button. + +.. note:: + Users **cannot** change their own login usernames. Changing the :icon:`fa-key` + :guilabel:`(Login)` only changes the *username* on the user's portal login. Users' email + addresses can be changed in the :guilabel:`Manage Users` module, the **Contacts** app, or by + the users themselves in the portal. + +Update passwords +~~~~~~~~~~~~~~~~ + +Users' security settings can be adjusted under the :guilabel:`Security` tab on their Contact form. +Under the :guilabel:`Security` tab, there are options to: + +- :guilabel:`Change password` Click the :guilabel:`Change password` button to bring up a form that + shows what logins the user has access to and enter a new password. Click :guilabel:`Change + Password` to save the password or click :guilabel:`Cancel` to return to the previous screen. +- :guilabel:`Send Password Reset`. Click the :guilabel:`Send Password Reset` button to bring up a + pop-up notification that a password reset link has been sent by email. +- :guilabel:`Invite to use 2FA`. Click the :guilabel:`Invite to use 2FA` button to bring up a pop-up + notification that an invitation to use two-factor authentication was sent. + +.. seealso:: + - :doc:`Access rights ` + - :doc:`Portal access documentation ` diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst index 0cab7707cb..cdba83c54b 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst @@ -257,7 +257,7 @@ Tracking and cancellation Shipments registered with Envia can be tracked using the :guilabel:`Tracking` smart button from the delivery order or using the tracking link from the :doc:`customer portal -<../../../../general/users/portal>`. +<../../../../general/users/user_portals>`. .. image:: envia_shipping/envia-customer-portal-tracking.png :alt: Customer portal tracking. diff --git a/content/applications/inventory_and_mrp/purchase/advanced/edi.rst b/content/applications/inventory_and_mrp/purchase/advanced/edi.rst index 446aa89ae5..0a93b09437 100644 --- a/content/applications/inventory_and_mrp/purchase/advanced/edi.rst +++ b/content/applications/inventory_and_mrp/purchase/advanced/edi.rst @@ -42,7 +42,7 @@ include: #. (required) :ref:`installing ` the **Purchase** app #. (optional) adding vendors (the sellers in this workflow) as :doc:`portal users - <../../../general/users/portal>`. + <../../../general/users/user_portals>`. Seller database --------------- diff --git a/content/applications/productivity/documents.rst b/content/applications/productivity/documents.rst index 56a4437af9..627b5a3614 100644 --- a/content/applications/productivity/documents.rst +++ b/content/applications/productivity/documents.rst @@ -408,9 +408,9 @@ to apply the changes, then :guilabel:`Copy Links` to copy the sharing link to th - Each folder and file URL includes the access rights assigned to it. When you share a link to a folder, recipients are directed to a dedicated portal where they can view the files in that folder, excluding any with restricted access. - - :doc:`Portal users ` can access folders and files they have - permission to view or edit through the customer portal by clicking the :guilabel:`Documents` - card. + - :doc:`Portal users ` can access folders and files + they have permission to view or edit through the customer portal by clicking the + :guilabel:`Documents` card. Managing files across apps ========================== diff --git a/content/applications/sales/subscriptions/automatic_payments.rst b/content/applications/sales/subscriptions/automatic_payments.rst index 14fcea8dc7..3e8ddac53b 100644 --- a/content/applications/sales/subscriptions/automatic_payments.rst +++ b/content/applications/sales/subscriptions/automatic_payments.rst @@ -37,8 +37,8 @@ How customers can set up automatic payments Once these steps are complete, payment providers will be able to create tokens with customers' saved payment details during the checkout process. Saved payment details can then be used for future -online or recurring subscription charges. Customers will also be able to log into their -:doc:`customer portal <../../general/users/portal>` and enter their payment information there. +online or recurring subscription charges. Customers can also log into their :doc:`customer portal +<../../general/users/user_portals>` and enter their payment information there. Some payment providers will automatically save customers' payment information as part of the checkout process. Others will give them the option to save their information for future payments. If @@ -87,4 +87,4 @@ ignored by Odoo until the sales order is closed. .. seealso:: - :doc:`../../finance/payment_providers` - - :doc:`../../general/users/portal` + - :doc:`../../general/users/user_portals` diff --git a/content/applications/services/helpdesk/advanced/after_sales.rst b/content/applications/services/helpdesk/advanced/after_sales.rst index 3b631c1a74..0d68da7935 100644 --- a/content/applications/services/helpdesk/advanced/after_sales.rst +++ b/content/applications/services/helpdesk/advanced/after_sales.rst @@ -238,8 +238,8 @@ Create field service task from a ticket ======================================= On-site interventions can be planned from a ticket and managed through the **Field Service** -application. Customers with :doc:`portal access <../../../general/users/portal>` are able to track -the progress of a **Field Service** task the same as they would a **Helpdesk** ticket. +application. Customers with :doc:`portal access <../../../general/users/user_portals>` are able +to track the progress of a **Field Service** task the same as they would a **Helpdesk** ticket. .. tip:: To change the default **Field Service** project for the team, go to :menuselection:`Helpdesk app diff --git a/content/applications/services/helpdesk/advanced/close_tickets.rst b/content/applications/services/helpdesk/advanced/close_tickets.rst index 67d412f9d8..a7c64d682b 100644 --- a/content/applications/services/helpdesk/advanced/close_tickets.rst +++ b/content/applications/services/helpdesk/advanced/close_tickets.rst @@ -106,5 +106,5 @@ customers when they view their ticket through the customer portal. is added to the first stage of a team by default. This link does not require a customer to have access to the portal to view or respond to their ticket. - Customers with access to the :doc:`portal <../../../general/users/portal>` are able to view their - tickets under :menuselection:`My Account --> Tickets`. + Customers with access to the :doc:`portal <../../../general/users/user_portals>` are able to + view their tickets under :menuselection:`My Account --> Tickets`. diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index 275dd6eb3a..37a90ccc75 100644 --- a/content/applications/services/project/project_management.rst +++ b/content/applications/services/project/project_management.rst @@ -76,7 +76,7 @@ option: - :guilabel:`All internal users`: All internal users can access the project and all of its tasks. - :guilabel:`Invited portal users and all internal users (public)`: All internal users can access the project and all of its tasks. When following a project, :doc:`portal users - ` only have access to the specific tasks they are following. + ` only have access to the specific tasks they are following. This option is selected by default. Inviting external users diff --git a/content/applications/websites/ecommerce/customer_accounts.rst b/content/applications/websites/ecommerce/customer_accounts.rst index a292e0592b..b7020fa4e8 100644 --- a/content/applications/websites/ecommerce/customer_accounts.rst +++ b/content/applications/websites/ecommerce/customer_accounts.rst @@ -5,13 +5,14 @@ Customer accounts Using customer accounts for an e-commerce enables you to :ref:`manage customers `, control access to the :ref:`shop `, the :ref:`checkout -`, or the :ref:`customer portal `, -and support both :doc:`B2B and B2C operations `. +`, or the :doc:`customer portal +<../../general/users/user_portals/portal_access>`, and support both :doc:`B2B and B2C operations +`. -After logging in, customers can access their :doc:`customer portal <../../general/users/portal>` -by clicking their username in the top-right corner of the screen and selecting :guilabel:`My -Account`. From there, they can view all their documents in one place, such as quotations, orders, -invoices, and more. +After logging in, customers can access their :doc:`customer portal +<../../general/users/user_portals>` by clicking their username in the top-right corner of the +screen and selecting :guilabel:`My Account`. From there, they can view all their documents in one +place, such as quotations, orders, invoices, and more. .. image:: customer_accounts/account-log.png :alt: Customer account access @@ -33,7 +34,7 @@ of the following options: - :guilabel:`On invitation`: Customers can only create an account if the website owner sends them an invitation. - :guilabel:`Free sign up`: Every website visitor can create an account and sign in. They will - get access to the :doc:`portal <../../general/users/portal>` by default. + get access to the :doc:`portal <../../general/users/user_portals>` by default. .. _ecommerce/customer_accounts/grant-access: @@ -73,7 +74,7 @@ Access restriction Once a customer account is created, it is still possible to adjust the access rights either globally or for individual users: -- :ref:`Revoke access or re-invite a customer ` +- :doc:`Revoke access or re-invite a user <../../general/users/user_portals/portal_access>` using the related buttons in the :guilabel:`Portal Access Management` pop-up. - Restrict :ref:`access to the shop `; - Decide whether customers need to create an account to :ref:`complete the checkout diff --git a/content/applications/websites/ecommerce/products/prices.rst b/content/applications/websites/ecommerce/products/prices.rst index 0dff3428fc..4ddd05624a 100644 --- a/content/applications/websites/ecommerce/products/prices.rst +++ b/content/applications/websites/ecommerce/products/prices.rst @@ -328,7 +328,7 @@ pricelist is assigned to the correct website and is listed first among the websi - To hide prices from public visitors while keeping them visible to logged-in customers, create a zero-priced pricelist to be used for non-logged-in customers and :ref:`assign ` a regular pricelist (with actual prices) to - customers with :ref:`portal access `. + customers with :doc:`portal access <../../../general/users/user_portals/portal_access>`. .. seealso:: :doc:`../customer_accounts` diff --git a/redirects/19.0.txt b/redirects/19.0.txt index 865db8eeba..7b5175fd7e 100644 --- a/redirects/19.0.txt +++ b/redirects/19.0.txt @@ -18,3 +18,7 @@ applications/finance/payment_providers/sdd.rst applications/finance/payment_prov # applications/hr applications/hr/payroll/batches.rst applications/hr/payroll/pay_runs.rst + +# applications/general/users + +applications/general/users/portal.rst applications/general/users/user_portals.rst