diff --git a/crm/salesteam/manage/create_salesperson.rst b/crm/salesteam/manage/create_salesperson.rst index 89cf22b27..11690d470 100644 --- a/crm/salesteam/manage/create_salesperson.rst +++ b/crm/salesteam/manage/create_salesperson.rst @@ -1,3 +1,74 @@ ================================ How to create a new salesperson? ================================ + +Create a new user +================= + +From the Settings module, go to the submenu :menuselection:`Users --> Users` and click on +**Create**. Add first the name of your new salesperson and his +professional email address - the one he will use to log in to his Odoo +instance - and a picture. + +.. image:: ./media/create01.png + :align: center + +Under "Access Rights", you can choose which applications your user can +access and use. Different levels of rights are available depending on +the app. For the Sales application, you can choose between three levels: + +- **See own leads**: the user will be able to access his own data only + +- **See all leads**: the user will be able to access all records of every + salesman in the sales module + +- **Manager**: the user will be able to access the sales configuration as + well as the statistics reports + +When you're done editing the page and have clicked on **Save**, an +invitation email will automatically be sent to the user, from which he +will be able to log into his personal account. + +.. image:: ./media/create02.png + :align: center + +Register your user into his sales team +====================================== + +Your user is now registered in Odoo and can log in to his own session. +You can also add him to the sales team of your choice. From the sales +module, go to your dashboard and click on the **More** button of the +desired sales team, then on **Settings**. + +.. image:: ./media/create03.jpg + :align: center + + +.. note:: + + If you need to create a new sales team first, refer to the page :doc:`../setup/create_team` + +Then, under "Team Members", click on **Add** and select the name of your +salesman from the list. The salesperson is now successfully added to +your sales team. + +.. image:: ./media/create04.png + :align: center + +.. tip:: + + You can also add a new salesperson on the fly from your sales team even before he is registered as an Odoo user. + From the above screenshot, click on "Create" to add your salesperson and enter his name and email address. + After saving, the salesperson will receive an invite containing a link to set his password. + You will then be able to define his accesses rights under the :menuselection:`Settings --> Users` menu. + +.. seealso:: + + * :doc:`../../overview/started/setup` + + * :doc:`../setup/create_team` + +.. rst-class:: text-muted + +| Written by Geoffrey Bressan (Odoo) +| Proofread by Samuel Cabodi (Odoo) diff --git a/crm/salesteam/manage/media/create01.png b/crm/salesteam/manage/media/create01.png new file mode 100644 index 000000000..c9c614ac6 Binary files /dev/null and b/crm/salesteam/manage/media/create01.png differ diff --git a/crm/salesteam/manage/media/create02.png b/crm/salesteam/manage/media/create02.png new file mode 100644 index 000000000..2975011d9 Binary files /dev/null and b/crm/salesteam/manage/media/create02.png differ diff --git a/crm/salesteam/manage/media/create03.jpg b/crm/salesteam/manage/media/create03.jpg new file mode 100644 index 000000000..da0557832 Binary files /dev/null and b/crm/salesteam/manage/media/create03.jpg differ diff --git a/crm/salesteam/manage/media/create04.png b/crm/salesteam/manage/media/create04.png new file mode 100644 index 000000000..eacc3da3f Binary files /dev/null and b/crm/salesteam/manage/media/create04.png differ