Odoo (OpenERP) is one of the most popular open source software. This means you can simple use it free of cost. In this guide, I am going to provide you steps how to add or delete users.
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Adding user in OpenERP
OpenERP 7 has a few type of users, system users who are part of the company which openerp is
serving, employees in the HR section who may or may not be linked to a system user (typically
all system users are employees), portal users who have limited access of the system (-more
description-), public users who can only see items displayed on the public portal, if the public
portal is enabled, and an administrator user which is not used by day to day employees but rather
by the openerp provider to configure technical aspects of openerp.
Adding new user:-
n typical setups, your openerp provider is not a day to day user of the system, and will use the
administrator account to setup technical aspects of the system, and create one or two users with
elavated access in the system, who can then in turn add normal users, and do user management
which includes adding/deleting users as they enter or leave the company.
A user who has been assigned this access, can then carry out the following steps to add normal
users to the system. The user will navigate to the following sub menu indicated by the screenshot
below.
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1. Settings, where system settings and users are configured
2. Users sub menu
3. Create user button
The following screenshot displays the interface for creating a new user once the create
button has been clicked.
1. Full name of new user
2. login for new user
3. Company of user, this matters for multi-company setups to assign users to specific
branches
4. Access rights for user
5. Active checkbox for user
6. Language and other settings editable by the user later
7. Save user button
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The following screenshot displays the access right tab for user creation.
1. Access to application areas of the business, including sales, HR, document sharing,
administration etc. These areas will vary between systems depending on what modules
were installed in your local setup. Typical roles in applications are user (for an ordinary
user within that area), manager (for higher access and configuration of that area), and
others. Each application area defines its own level of access here, so options will not be
the same across each application/area. By convention, items lower down on the list have
higher access to the application/function.
2. Allow this user to change between companies he/she is configured for, this is relevant for
multi-company setups
3. Allow this user to create contacts in the system, default is yes
4. Allow user to access technical features, typically not used for normal users
5. Is the user a portal user
Once the new user is saved, the password for the new user may be changed as show in the
following screenshot.
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1. Clicking the more button in the user view, and selecting change password
2. Enter new password for user, this password may be changed by the user upon first login
3. Save the user password
The new user will then be displayed in the user list, and can now log into the system
1. User list displays newly added user
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Multi company setup
During the creation of users within multi-company setups, the user being added can be given
access to one or more companies, and switch between them once logged in. While creating such
a user, the companies for which he/she has access must be specified, as well as a default starting
company to which the user initially belongs. The following screenshot displays the interface
options for adding such a user.
1. Initial company for user, which they can change upon login
2. Access rights tab where allowed companies are setup
3. List of allowed companies that this user has access to
The user being added also needs to be given permission for multi-company in general, this is
also done from the access rights tab, under the usability access, as shown in the diagram below.
1. General multi-company access right for user being added
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Deleting users
Users with the access rights, may delete other ordinary system users, this can be done as shown
in the following screenshot.
1. Settings, where system users are configured
2. Users sub menu
1. select user to remove by ticking check box
2. select delete under more menu
3. confirm deletion of the user
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Switching company in Multi Company
A given user with permissions for multi-company, within a multi-company setup, may change
his currently applied company to any others for which he/she has been given permissions. Once
logged in, the user would change his currently applied company within preferences, as shown in
the screenshot below.
1. Access user preferences once logged in
1. Switch to another company for which given access to
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1. Important user message for switching company
2. Accept warning message