This how to will show the steps necessary to create a working ERP5 User Login.
It will not show how to add a person with valid assignment
required before adding a login or how to set user access permissions
or the difference between ERP5 and Zope and developer users.
Table of Contents
Adding User Login¶
There are two ways to add login credentials for a user.
- Use the Create User action in the person module.
- Directly through a person's Assignments tab.
Adding a Login through the Create User Action¶
To allow a person with an assignment to login, you can use the action Create User
in the action menu.
Fill out the dialog fields and click Create User. Make sure your person
has a default email adress defined in case you want to recover your password at
any point (How to recover your password).
Adding Multiple Logins Through The Assignment Tab¶
- It is possible to maintain multiple logins for a person.
- For example to handle Oauth 3rd-party logins.
- To add a new ERP5 Login, select the action Add ERP5 Login
Setting New ERP5 Login¶
- Fill out the required information.
- Click Save
- Once saved, select action Validate
Note, that to make multiple logins work the first time, you have to fix consistencies
after installing the underlying business template.
Viewing Multiple ERP5 Logins¶
- You can view all available logins on the assignment tab.
- Note the login in the first section is no longer active.
- To open and edit a login, please click on it.
Editing A Login Through The Assignment Tab¶
- From the Login view you can modify the login information.
- Once you are done, click Save.
(Outdated) Adding A Login Through The Assignment Tab¶
Alternatively you can add this information on the assignments tab directly. Note
this requires manager access rights.
User Login Troubleshooting¶
To check if the login is working, either log out and try to login or test the
credentials in an anomyous browser tab. If you cannot log in, make sure your
user is validated and has a started assignment.
If this does not work, clear your cache and make sure there are no pending portal-activities (HowTo debug portal activities).
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