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Organize the pipeline https://www.odoo.com/documentation/user/11.0/discuss/plan_activities.html (clone it here) Manage lost opportunities -> https://docs.google.com/document/d/1Uxr5L0tmNTv4cUiq948_8KgHMAgtB--Ib-h9K_XjYQM/edit Manage multiple sales teams -> https://docs.google.com/document/d/1xbQzJozfPyGJxtu1dlYaBvmtU4aZkkGnRT3jmdzp84s/edit Acquire leads Convert leads into opportunities -> https://docs.google.com/document/d/15huZHD7NLqUC-XyogT1cR_oBof-DlC6U-olfxJLuGfY/edit Generate leads from emails -> https://docs.google.com/document/d/1qt5LAyb7jjArZqFQbwHANKhkE1uifVuc0I2pnf9eF7k/edit Generate leads from your website contact page -> https://docs.google.com/document/d/1shcyTp4gMuekRMIbJqbHfFIIk10N0GHtHIQlPXuax-Q/edit Send quotations -> https://docs.google.com/document/d/1wYfImnN1XxxaPQMjTvvIDgMkhXE5ud1D-9pbkr0khsA/edit Assign and track leads Track your prospect visits -> https://docs.google.com/document/d/1wSoV9wgI6HwD7pogTbPuapIfxCgQ5fUWhZ3frU_iOTk/edit Assign leads automatically based on scoring -> https://docs.google.com/document/d/1cBc4XOTAnSjjfg3Q-BS14dB2lvv09NaUCEpIlMKyp6U/edit Analyze performance Check your Win/Loss ratio -> https://docs.google.com/document/d/1_-I50VbyWwSrp63pRYq7_Lo7QSr0b-0ru4FLQZv3C2k/edit Get an accurate probable turnover -> https://docs.google.com/document/d/1tfCntvywMehg9xVF5NsjA6-6m7QQ-FryfwGkPAOJPNE/edit Optimize your Day-to-Day work Synchronize Google Calendar with Odoo -> https://www.odoo.com/documentation/user/11.0/crm/calendar/google_calendar_credentials.html (Change name) Use VOIP services in Odoo with OnSIP -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/onsip.html (Change name) Configure your VOIP Asterisk server for Odoo -> https://www.odoo.com/documentation/user/11.0/crm/leads/voip/setup.html (Change name)
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48 lines
1.6 KiB
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=================
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How to add a user
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=================
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Odoo provides you with the option to add additional users at any given
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point.
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Add individual users
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====================
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From the Settings module, go to the submenu :menuselection:`Users --> Users` and click on
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**CREATE.** First add the name of your new user and the professional
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email address - the one he will use to log into Odoo instance - and a
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picture.
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.. image:: media/add_user01.png
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:align: center
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Under Access Rights, you can choose which applications your user can
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access and use. Different levels of rights are available depending on
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the app.
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When you’re done editing the page and have clicked on **SAVE**, an
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invitation email will automatically be sent to the user. The user must
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click on it to accept the invitation to your instance and create a
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log-in.
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.. image:: media/add_user02.png
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:align: center
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.. note::
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Remember that each additional user will increase your subscription fees.
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Refer to our `*Pricing page* <https://www.odoo.com/pricing>`__ for more information.
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.. image:: media/add_user03.png
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:align: center
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.. tip::
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You can also add a new user on the fly from your dashboard. From the above screenshot,
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enter the email address of the user you would like to add and click on **INVITE**.
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The user will receive an email invite containing a link to set his password. You
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will then be able to define his accesses rights under the :menuselection:`Settings --> Users menu`.
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.. seealso::
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* `Deactivating Users <../../db_management/documentation.html#deactivating-users>`_
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.. todo:: Add link to How to add companies
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