With Helpdesk introduction

Odoo Helpdesk is a powerful tool for managing customer support efficiently. To ensure seamless operations, adding new users to your Helpdesk team is simple and straightforward. By configuring user access, visibility, and team assignments, you can quickly integrate new members into your workflow, allowing them to contribute to ticket resolution and customer satisfaction. This guide provides step-by-step instructions for setting up new users in your Helpdesk environment.

How to Add a New User with Odoo Helpdesk

1. Access the Helpdesk Module: 
   Navigate to Helpdesk → Configuration → Teams. Select the team where the new user will be added or create a new team if required. 
2. Add Team Members: 
   • Open the team configuration.
   • In the Team Members field, add the new user by selecting their name from the drop-down list.
   • Ensure the user has the proper access rights configured in their user account settings (e.g., internal or portal user).
3. Set Visibility: 
   • Under the Visibility section, determine who can view the team and tickets.
     • Invited internal users: The user can only access tickets they are following.
     • All internal users: The user can access all tickets in the team.
     • Invited portal users and all internal users: Portal users can only view tickets they follow; internal users can view all tickets.
4. Enable Notifications (Optional):
   • To notify the user about all updates to the team's tickets, add them to the Followers field in the team settings.
5. Grant Access Rights: 
   • Ensure the new user’s user role and access rights are correctly set up in their account. You can do this by navigating to Settings → Users & Companies → Users.
   • Assign appropriate roles, such as Helpdesk User or Helpdesk Manager, depending on their responsibilities.
6. Save Changes:
   Click Save to finalize the addition of the new user to the Helpdesk team.

without helpdesk introduction

Adding new users to your Odoo system is essential for ensuring that your team members have the appropriate access to perform their roles efficiently. Whether you need to grant access to new employees, collaborators, or external partners, Odoo provides a simple and flexible process for user creation. This guide outlines the steps for creating users without involving the Helpdesk module, from setting up access rights to managing login credentials. Following these steps will help you seamlessly integrate new users into your Odoo environment, ensuring smooth collaboration and data security.

How to register a new user Odoo without helpdesk

To add a new user in Odoo without involving the Helpdesk module, follow these steps:

1. Access the Settings Module: 
   • Ensure you have administrative privileges.
     
2. • Navigate to the Settings module.
3. Navigate to User Management: 
   • In the Users & Companies section, click on Users.
4. Create a New User: 
   • Click the Create button to open a new user form.
   • Enter the user's Name and Email Address.
5. Set Access Rights: 
   • Under the Access Rights tab, assign the appropriate user roles and permissions by selecting the relevant groups for each installed application.
6. Save and Send Invitation:
   • After completing the form, click Save.
   • An invitation email will be automatically sent to the new user, prompting them to set up their login credentials.

If you prefer to create a user without specifying an email address:

• In the Login field, enter a unique identifier (it doesn't have to be an email format).
• After saving, use the Action menu to select Change Password, allowing you to set a password for the user manually.