How to Add a New User in Odoo V18

Managing user access in Odoo V18 is a crucial part of maintaining security and efficiency within your organization. Whether you're onboarding a new team member or giving a collaborator access to specific features, the process is simple and intuitive. In this post, we'll walk you through the steps to add a new user in Odoo V18 and ensure they're set up for success.

Step 1: Access the Settings Module

Before you begin, make sure you have administrative privileges. Only users with admin rights can add or modify user accounts.

1. Log in to your Odoo instance.
2. From the main dashboard, navigate to the Settings module.
   (Tip: If you don’t see the Settings module, check with your administrator to confirm your permissions.)

Step 2: Navigate to User Management

Once in the Settings module:

• Scroll down to the Users & Companies section.
• Click on Users to view the list of existing users in your system. This is your hub for managing access.

Step 3: Create a New User

1. Click the Create button to open the new user form.
2. Fill out the following details:
   • Name: Enter the full name of the user.
   • Email: Provide their professional email address.
   • Access Rights: Assign the appropriate permissions:
     • Internal User: Standard access for employees.
     • Portal User: Limited access for external collaborators or customers.
     • Public User: Minimal access, often used for website visitors.
   (Pro Tip: Don’t forget to customize the user’s application access under the "Access Rights" tab to align with their responsibilities.)

Step 4: Save and Send an Invitation

Once you’ve completed the form:

• Click Save to add the user to the system.
• Odoo will automatically send an invitation email to the new user with a link to set up their password and access the platform.

Optional: Set Up the Password Manually

If your Odoo instance isn’t configured to send emails, you can set a password manually:

1. Save the new user’s details.
2. In the user form, click the Action button (gear icon).
3. Select Change Password from the dropdown.
4. Enter a temporary password and securely share it with the user. They can log in and update it after their first login.

Step 5: Verify User Access

Ensure the user has:

• Received the invitation email (or temporary password).
• Logged into the system successfully.
• The correct permissions and application access as per their role.

Additional Tips

1. Deactivating a User:
   If a user no longer needs access, you can archive their account:
   • Go to the Users list.
   • Select the user, click Action, and choose Archive.
     (Archiving preserves their data while disabling access.)

Why Managing Users Matters

Proper user management is about more than just assigning access—it’s about maintaining control over sensitive data and ensuring every team member has the tools they need to succeed. By staying proactive with user permissions, you’ll keep your organization running smoothly and securely.

Ready to make the most of Odoo?

Adding new users is just one way to maximize your platform’s potential. For more tips, tricks, and insights into Odoo V18, check out our other blog posts or reach out to our team for personalized support.

Got questions or need help? Contact us!