更新门户信息¶
用户可能希望更新其联系人、安全、或付款信息，已连接到其门户帐户。用户可以自己登录门户网站并更新大部分信息，但某些更新可能需要管理员权限。
要更新用户信息，用户必须登录门户网站。用户登录自租门户后，即可以开始更新其个人信息。
注解
即使使用相同的电子邮件地址，门户网站用户和 Odoo.com 用户的密码也要分开。
用户驱动更新¶
更新联系人信息¶
从门户仪表盘，点击用户联系人信息下的 编辑信息 按钮。
用户可以更新其：
您的姓名
电子邮件
电话
公司名称
邮寄地址
发票配送偏好
用户位置和创建门户的公司的位置可能会导致显示其他字段和描述。
用户更新信息后，他们可以点击 保存地址 来保存任何他们所做的更改，或者点击 放弃 返回门户仪表盘。默认情况下，保存用户信息的唯一字段是他们的姓名、邮箱、电话号码和地址。
重要
当系统为用户生成任何单据时，用户 不能 更新其国家。如果用户需要在此点更新其国家，他们必须联系具有管理员权限的用户。
更新支付信息¶
从门户仪表盘，点击 支付方法 按钮。这将打开一个新页面，显示已保存的支付方式。
要添加新的支付方式，请从可用支付方式中选择，输入新的支付方式信息，然后点击 保存 来保存详细信息。要删除支付方式，请单击 (删除支付方式) 图标，然后单击 确认删除 按钮。
重要
用户需要更新支付方式信息 必须 删除任何现有信息并输入新的或更新的信息。支付方式信息 不能 被编辑，必须重新输入。
更新密码并管理安全¶
From the portal dashboard, click the Connection & Security button. This brings up a new page with five sections. The following sections can each be edited and updated.
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 Change Password.
双重身份验证¶
The user’s currrent 2FA status is shownn as an alert. If 2FA is not enabled, an Enable two-factor authentication link appears. If it is enabled, a link reading Disable two-factor authentication appears instead.
小技巧
Clicking the (Documentation) icon opens a page that explains how two-factor authentication (2FA) works.
Passkeys¶
Click 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. When creating a passkey, Odoo asks for a password to confirm account ownership before allowing a passkey to be set. Once account ownership has been confirmed, the passkey must be named to differentiate it from other passkeys. Clicking Create brings up a browser prompt to create the passkey. Complete the passkey creation process in the browser. They can be renamed by clicking the (pencil) button or deleted by clicking their (trash can) button.
Revoke All Sessions¶
Clicking the Log out from all devices button brings up a pop-up prompting the user to enter their password. Once they do so and click Confirm Password, the system logs them out of all sessions except for the current one.
Delete Account¶
Clicking the 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.
Administrator-driven updates¶
Accessing user information as an administrator¶
First, navigate to and click Manage Users Then, click the (Remove) icon to clear the Internal Users search filter and use the (Toggle Search Panel) button to add 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 (Email) field shows the email address the user uses to log into the Odoo database. A user with administrator access rights can make any necessary changes by clicking into the field and updating the user’s email address.
注解
Users cannot change their own login usernames. Changing the (Login) only changes the username on the user’s portal login. Users’ email addresses can be changed in the Manage Users module, the Contacts app, or by the users themselves in the portal.
Update passwords¶
Users’ security settings can be adjusted under the Security tab on their Contact form. Under the Security tab, there are options to:
Change password Click the Change password button to bring up a form that shows what logins the user has access to and enter a new password. Click Change Password to save the password or click Cancel to return to the previous screen.
Invite to use 2FA. Click the Invite to use 2FA button to bring up a pop-up notification that an invitation to use two-factor authentication was sent.
