[ADD] General: User portal rework and addition #15777

theRealThagomizer · 2025-12-18T00:21:54Z

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.

robodoo · 2025-12-18T00:21:57Z

Felicious · 2025-12-18T15:20:16Z

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 The portal.rst page has been replaced by user_portal.rst, correct?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?

theRealThagomizer · 2025-12-18T17:06:40Z

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 The portal.rst page has been replaced by user_portal.rst, correct?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

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.rst

content/applications/general/users/user_portals/portal_access.rst

content/applications/general/users/user_portals/updating_portal_info.rst

theRealThagomizer · 2025-12-20T03:13:35Z

@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!)

theRealThagomizer · 2025-12-29T19:45:26Z

@larm-odoo @Felicious Just wanted to give a quick update on this one. I spoke with Audrey over the break and she said she would defer to your respective reviews.

larm-odoo

Hi @theRealThagomizer - I have a few notes here for you - I started my review last week, and didn't realize! Ping me for another look, and let me know if you have any questions!

content/applications/general/users/user_portals/portal_access.rst

larm-odoo · 2025-12-29T20:26:39Z

@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!)

Hi @theRealThagomizer - It says you did another pass, but I didn't see the comments resolved, so I am not sure if anything "took". It looks the same form before- but I could be totally losing it since it's after the holidays. If you see the failed CI check, it looks like you tried to push the PR but possibly changed the name/target of the branch instead? You may need @Felicious to help unravel that one- it's slightly outside my 'I know exactly how to fix that' scope =)

larm-odoo

I added a few more comments for you @theRealThagomizer - hopefully they don't get lost in the others =D

content/applications/general/users/user_portals/updating_portal_info.rst

larm-odoo · 2025-12-29T21:46:50Z

content/applications/general/users/user_portals/updating_portal_info.rst

+- 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


@theRealThagomizer I still suggest a change to this since the hover text is "Documentation" - so you can say "A (i) Documentation link opens a document that explains how..."

content/applications/general/users/user_portals/updating_portal_info.rst

larm-odoo · 2025-12-29T21:55:41Z

content/applications/general/users/user_portals/updating_portal_info.rst

+- :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


I ony see these 2 options, not the Send Password Reset:

Do you need to be in developer mode or anything to make that appear?

@theRealThagomizer could you double-check and reply in this comment thread to clarify what might possibly be the reason why Lara isn't seeing "Send PW reset" in her runbot, but you saw it in yours? (:

@larm-odoo @Felicious I'm stumped. At first, I thought this was a version difference between 18.0 and 19.0, because I'm not seeing the password reset link in 18.0. But the screenshot Lara included is definitely the 19.0 experience. Megan and Rex both verified that they saw the Send Password Reset button in 19.0 Enterprise runbots, so, yeah. No idea what's going on here.

Could it be because of permissions? Or if they didn't set up their password already? I am trying ot think out-loud why that woud or would not appear. Maybe an expert woud
know?

theRealThagomizer · 2025-12-30T03:42:52Z

Hiya, @Felicious! This is ready for your review!

Felicious

Good work, @theRealThagomizer ! This is definitely an improvement from the original version, and I like how you broke this up into multiple docs. The sections and structure makes a lot of sense, and portal user readers will be able to navigate through the document well to perform various actions!

While I'm approving this now, I didn't give merge permissions yet because there are some possible unclosed threads, and I'd like your help taking a look! I've unresolved some comments from Lara's review and put in my 2 cents! For the reopened threads, could you respond accordingly and leave either Lara or I to resolve them? After all comment threads are resolved, I'll merge!

content/applications/general/users/user_portals/portal_access.rst

content/applications/general/users/user_portals/updating_portal_info.rst

Felicious · 2025-12-31T17:45:08Z

content/applications/general/users/user_portals/updating_portal_info.rst

+  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


I personally think we can shorten the title here, but I'd like to hear your reasoning, @theRealThagomizer !

Felicious · 2025-12-31T18:26:08Z

content/applications/general/users/user_portals/updating_portal_info.rst

+- 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


Hi @theRealThagomizer ! Could you check this again on lines 91-94 to make sure? From Lara's comment, it looks like some steps were missing. If you chose to keep the section as is, excluding the step-by-step details, could you reply to this comment explaining why? (: In general, we want to map out each step and be explicit, so the users can follow the instructions

content/applications/general/users/user_portals/updating_portal_info.rst

Felicious · 2025-12-31T19:08:19Z

content/applications/general/users/user_portals/updating_portal_info.rst

+- 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


@theRealThagomizer it seems like this feedback wasn't addressed yet in the current document

As we discussed in one of our writer's workshops, the description of the icon is what pops up when we hover over an icon. In this case, it's "Documentation". Also, we need to put it in parentheses. I disagree with @larm-odoo, though, i don't believe we need to explain what document opens up when the tooltip is clicked, as our user docs aim to cover software behavior (:

So, instead of:

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` link appears. If it is enabled, a link reading :guilabel:`Disable two-factor authentication` appears instead.

Let's de-prioritize the tooltip and keep this section focused on enabling/disabling 2FA and either remove the tooltip mention altogether or put it in a note or tip admonition at the end.

The user's currrent 2FA status is shown as an alert. If 2FA is not enabled, an :guilabel:`Enable two-factor authentication` link appears. If it is enabled, a link reading :guilabel:`Disable two-factor authentication` appears instead. .. tip:: Clicking the :icon:`fa-info-circle` :guilabel:`(Documentation)` icons opens a page that explains how two-factor authentication (2FA) works.

Felicious · 2025-12-31T19:26:51Z

content/applications/general/users/user_portals/updating_portal_info.rst

+- :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


@theRealThagomizer could you double-check and reply in this comment thread to clarify what might possibly be the reason why Lara isn't seeing "Send PW reset" in her runbot, but you saw it in yours? (:

content/applications/general/users/user_portals/updating_portal_info.rst

theRealThagomizer · 2025-12-31T21:38:45Z

Hi, @larm-odoo and @Felicious! There were a few comments that GitHub wouldn't let me reply to, so I've explicated them below.

Documentation tooltip/two-factor authentication rewrite - [ADD] General: User portal rework and addition #15777 (comment): Updated the tooltip and implemented Felicia's suggestion.
Length of "Database administrator-driven updates" section title - [ADD] General: User portal rework and addition #15777 (comment): I was using "database administrator..." for parity with other places where the term appears, but I've just shortened everything instead.
Missing steps in the passkey creation process - [ADD] General: User portal rework and addition #15777 (comment): Not sure why I didn't capture these steps previously, but they've now been outlined. I've also used the terms "pencil" and "trash can" for some UI elements here because they don't have any hover text and no labels when Inspecting them. So I just named them after what they represent. Happy to change them to be named for their function instead, like "Edit" and "Delete".
Why Lara isn't seeing the "Send PW rest" button - [ADD] General: User portal rework and addition #15777 (comment): Addressed in an older comment where I was able to leave a comment.

content/applications/general/users/user_portals/updating_portal_info.rst

Felicious · 2025-12-31T23:59:15Z

@robodoo delegate=theRealThagomizer

Co-authored-by: Lara Martini <larm@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com>

theRealThagomizer · 2026-01-01T00:33:14Z

@robodoo r+

theRealThagomizer requested review from auva-odoo and larm-odoo December 18, 2025 00:21

theRealThagomizer self-assigned this Dec 18, 2025

theRealThagomizer added the 5 label Dec 18, 2025

C3POdoo requested review from a team December 18, 2025 00:23

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theRealThagomizer force-pushed the 19.0-general-customer-portal-page-thjud branch from f848e7d to e0f5daf Compare December 20, 2025 03:11

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[ADD] General: User portal rework and addition

83ca093

Co-authored-by: Lara Martini <larm@odoo.com> Co-authored-by: Felicia Kuan <feku@odoo.com>

theRealThagomizer force-pushed the 19.0-general-customer-portal-page-thjud branch from f22b9ff to 83ca093 Compare January 1, 2026 00:14

C3POdoo requested a review from a team January 1, 2026 00:17

robodoo closed this in 13ab156 Jan 1, 2026

robodoo temporarily deployed to merge January 1, 2026 01:16 Inactive

This was referenced Jan 1, 2026

[ADD] General: User portal rework and addition #15874

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[ADD] General: User portal rework and addition #15875

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[ADD] General: User portal rework and addition #15777

[ADD] General: User portal rework and addition #15777

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