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1 | 1 | ================================ |
2 | 2 | How to create a new salesperson? |
3 | 3 | ================================ |
| 4 | + |
| 5 | +Create a new user |
| 6 | +================= |
| 7 | + |
| 8 | +From the Settings module, go to the submenu :menuselection:`Users --> Users` and click on |
| 9 | +**Create**. Add first the name of your new salesperson and his |
| 10 | +professional email address - the one he will use to log in to his Odoo |
| 11 | +instance - and a picture. |
| 12 | + |
| 13 | +.. image:: ./media/create01.png |
| 14 | + :align: center |
| 15 | + |
| 16 | +Under "Access Rights", you can choose which applications your user can |
| 17 | +access and use. Different levels of rights are available depending on |
| 18 | +the app. For the Sales application, you can choose between three levels: |
| 19 | + |
| 20 | +- **See own leads**: the user will be able to access his own data only |
| 21 | + |
| 22 | +- **See all leads**: the user will be able to access all records of every |
| 23 | + salesman in the sales module |
| 24 | + |
| 25 | +- **Manager**: the user will be able to access the sales configuration as |
| 26 | + well as the statistics reports |
| 27 | + |
| 28 | +When you're done editing the page and have clicked on **Save**, an |
| 29 | +invitation email will automatically be sent to the user, from which he |
| 30 | +will be able to log into his personal account. |
| 31 | + |
| 32 | +.. image:: ./media/create02.png |
| 33 | + :align: center |
| 34 | + |
| 35 | +Register your user into his sales team |
| 36 | +====================================== |
| 37 | + |
| 38 | +Your user is now registered in Odoo and can log in to his own session. |
| 39 | +You can also add him to the sales team of your choice. From the sales |
| 40 | +module, go to your dashboard and click on the **More** button of the |
| 41 | +desired sales team, then on **Settings**. |
| 42 | + |
| 43 | +.. image:: ./media/create03.jpg |
| 44 | + :align: center |
| 45 | + |
| 46 | + |
| 47 | +.. note:: |
| 48 | + |
| 49 | + If you need to create a new sales team first, refer to the page :doc:`../setup/create_team` |
| 50 | + |
| 51 | +Then, under "Team Members", click on **Add** and select the name of your |
| 52 | +salesman from the list. The salesperson is now successfully added to |
| 53 | +your sales team. |
| 54 | + |
| 55 | +.. image:: ./media/create04.png |
| 56 | + :align: center |
| 57 | + |
| 58 | +.. tip:: |
| 59 | + |
| 60 | + You can also add a new salesperson on the fly from your sales team even before he is registered as an Odoo user. |
| 61 | + From the above screenshot, click on "Create" to add your salesperson and enter his name and email address. |
| 62 | + After saving, the salesperson will receive an invite containing a link to set his password. |
| 63 | + You will then be able to define his accesses rights under the :menuselection:`Settings --> Users` menu. |
| 64 | + |
| 65 | +.. seealso:: |
| 66 | + |
| 67 | + * :doc:`../../overview/started/setup` |
| 68 | + |
| 69 | + * :doc:`../setup/create_team` |
| 70 | + |
| 71 | +.. rst-class:: text-muted |
| 72 | + |
| 73 | +| Written by Geoffrey Bressan (Odoo) |
| 74 | +| Proofread by Samuel Cabodi (Odoo) |
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