70 lines
2.3 KiB
ReStructuredText
70 lines
2.3 KiB
ReStructuredText
================================
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How to create a new salesperson?
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================================
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Create a new user
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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**. Add first the name of your new salesperson and his
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professional email address - the one he will use to log in to his Odoo
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instance - and a picture.
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.. image:: ./media/create01.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. For the Sales application, you can choose between three levels:
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- **See own leads**: the user will be able to access his own data only
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- **See all leads**: the user will be able to access all records of every
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salesman in the sales module
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- **Manager**: the user will be able to access the sales configuration as
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well as the statistics reports
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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, from which he
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will be able to log into his personal account.
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.. image:: ./media/create02.png
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:align: center
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Register your user into his sales team
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======================================
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Your user is now registered in Odoo and can log in to his own session.
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You can also add him to the sales team of your choice. From the sales
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module, go to your dashboard and click on the **More** button of the
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desired sales team, then on **Settings**.
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.. image:: ./media/create03.jpg
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:align: center
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.. note::
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If you need to create a new sales team first, refer to the page :doc:`../setup/create_team`
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Then, under "Team Members", click on **Add** and select the name of your
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salesman from the list. The salesperson is now successfully added to
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your sales team.
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.. image:: ./media/create04.png
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:align: center
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.. tip::
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You can also add a new salesperson on the fly from your sales team even before he is registered as an Odoo user.
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From the above screenshot, click on "Create" to add your salesperson and enter his name and email address.
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After saving, the salesperson will receive an invite containing a link to set his password.
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You will then be able to define his accesses rights under the :menuselection:`Settings --> Users` menu.
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.. seealso::
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* :doc:`../../overview/started/setup`
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* :doc:`../setup/create_team`
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