Managing Users & Access Rights

Go to Settings and click Users & Companies in the top menu bar, then select Users.

The list shows all internal users with their name, login, and role. The default filter shows Internal Users only. Remove the filter to also see portal or public users.

The quickest way to add a user is via the invitation field in Settings → General Settings, under the Users section at the top.

1. Enter the new team member’s email address in the “Invite New Users” field.
2. Click Invite.
3. Odoo sends them an email with a link to set their password and log in.

Pending invitations are shown as tags below the field until the user accepts.

From the Users list, click any user’s name to open their record. On the Access Rights tab:

• Role: set to User or Administrator
• Companies: assign which company or companies this user belongs to
• Module permissions: each section (Sales, Accounting, Inventory, etc.) has its own dropdown — blank = no access, User = standard, Administrator = full admin

Click Save when done.

Click the Preferences tab on a user record to configure:

• Language — the UI language for this user
• Timezone — important for scheduling and date accuracy
• Notification preferences — how they receive activity reminders

These can also be set by each user themselves from their own profile menu.

When a team member leaves, deactivate their account rather than deleting it. This preserves all historical data and audit trails.

1. Open the user record.
2. Click the Action menu (gear icon ⚙) next to the user’s name.
3. Select Archive and confirm.

The user is immediately locked out. Their past records, documents, and activities remain intact and can be reassigned.