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Adding Users and Roles

If you wish to add users and set them under a specific group, follow the steps below:


Adding Users

There are two methods to Add Users to Odoo, both shall be sequentially demonstrated, as seen below.  

Method 1 

1. Navigate Settings > Users > Invite New Users

2. Enter the user's email address 

3. Click Invite



4. Once you have finalized adding the email addresses, save the page to which only the Pending Invitation email/s are sent to the user. The invitee must click then on the invitation and accept to then be redirected to create and fill out their login details. 



Method 2

1. Navigate Settings > Users & Companies > Users > New



2. Fill in the following details:

3. Click Save

 

Managing User Settings, Security, and Permissions 

Need to alter information, edit emails, or manage your users permissions and security within Odoo? Follow the steps below, demonstrating how to manage your company/businesses users within Odoo:

1. Navigate to Settings > General Settings > Manage Users

2. Choose a specific user

3. Edit required information



4. Change the access rights by choosing on the dropdowns



5. Change the user preferences through the Preferences tab



6. Change and/or set up additional user security utilizing Odoo's two-factor authentication feature within the Account Security tab



7. Click on Save to confirm



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