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 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.
Note
Passwords for portal users and Odoo.com users remain separate, even if the same email address is used.
User-driven updates¶
Update contact info¶
From the portal dashboard, click the 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:
Your name
Email
Phone
Company name
Mailing address
Invoice delivery preference
Additonal fields and descriptions may appear depending on the user’s location and the location of the company that created the portal.
Once users have updated their information, they can click Save Address to save any changes they’ve made or 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 user with administrator access rights.
Update payment info¶
From the portal dashboard, click the 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 Save to save the details. To remove a payment option, click the (Delete payment method) icon, then click the 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.
Update passwords and manage security¶
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.
Two-factor authentication¶
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.
Tip
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.
Note
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.
See also