A Complete Overview of Odoo18 User Types and Roles

Keeping a safe and effective workflow in every business depends on controlling user access and permissions. User management is an essential function in Odoo18 that lets you govern who has access to particular information and features according to their jobs and duties. Odoo 18 makes sure that only the appropriate individuals have the appropriate amount of access using a range of user types and access control measures giving your team a more efficient and secure working environment. Understanding Odoo’s user management system is essential to optimizing your ERP’s capabilities and protecting your company’s operations, whatever whether you’re managing staff, departments or outside partners. Let’s explore the user roles and types in Odoo18 and main functions of the user management. 

User Roles and Types in Odoo18

Admin Users

The Administrator (or Superuser) has full access to all aspects of Odoo, including settings, configurations, modules, and user management.

• Permissions: Admin users can change any configuration in Odoo18 and have full access to all modules.
• Responsibilities: Admin users typically manage the entire system, configure modules, install new apps and manage user roles and access rights

Regular Users

Depending on the features and modules that are relevant to their position within the company, regular users are granted specific access rights by the administrator.

Permissions: The only parts of Odoo that regular users can access are those that are pertinent to their duties. The Sales module, for instance can accessible to a salesperson, but not the Accounting or HR modules.

• Responsibilities: These users perform tasks related to their designated roles (e.g., sales, inventory management or project management) within the boundaries set by the Admin

Portal Users

Portal users are external users (e.g., customers, suppliers, or contractors) who access Odoo through a portal. and the Portal users can view specific data or interact with the system in a limited capacity.

Permissions: Among the system’s customer-facing capabilities, portal users can view orders, invoices, projects, and support tickets.

• Responsibilities: Customers or suppliers typically implement portals to communicate with individual orders, to see invoices, and monitor project progress; but they are unable to change system settings or access internal corporate data.

Employee Users

Payroll and HR information are among the internal services that are accessible to employee users. They are typically employed by the company.

• Permissions: Employees can access employee-specific data such as their payroll, attendance and leave requests. and they do not have access to core business modules like accounting or sales unless granted
• Responsibilities: Employees use the system to manage their attendance, request leave, view payslips and interact with other employee-related processes

Manager Users

Compared to ordinary users manager users usually have a greater variety of permissions. They oversee particular teams or business processes, and they typically have access permissions to many modules.

• Permissions: Typically, managers get access to the department-specific modules (e.g., Sales Manager, HR Manager). They are allowed to manage team members, view reports and take necessary action.
• Responsibilities: Managers keep an eye on daily tasks including tracking sales orders, staff performance and project advancement to makes sure their group follows with corporate rules and regulations.

Sales Users

Customer orders, quotes, invoicing, and sales reports are all part of the Sales module, specifically accessible to sales users.

• Permissions: They have the ability to create, modify, and view sales orders, quotes, and customer data. They are also able to monitor and control sales pipelines.
• Responsibilities: Sales users handle customer interactions related to sales, quotations, and orders and ensure that orders are processed and invoiced correctly

Purchase Users

Purchasing, procurement, vendor interactions and supplier orders are all under the purview of purchasing users.

• Permissions:Purchase Users have the ability to track procurement procedures, make and manage purchase orders, and receive items.
• Responsibilities: These users manage vendor communications, stock procurement, and the purchasing workflow

Accounting Users

Accounting users have access to the Accounting module, where they manage financial transactions, invoicing, payments, and reporting.

• Permissions: Accounting users can create and manage invoices, process payments, manage accounting entries, and generate financial reports

Responsibilities: Accounting users are responsible for managing the company’s finances, including bookkeeping, invoicing, payments, and generating financial statements

Warehouse Users

Warehouse users are responsible for managing inventory and warehouse-related tasks. They deal with stock movements, deliveries, and receipts.

• Permissions: Warehouse Users can manage stock transfers, deliveries, inventory adjustments, and product receipts
• Responsibilities: Warehouse staff execute daily stock management tasks, making sure that products are efficiently received, kept, and delivered to clients.

Project Users

Project users have access to the Project module, where they manage tasks, deadlines, team assignments, and project reporting.

• Permissions: Project users can create and assign tasks, track project progress, and collaborate with other users involved in projects

• Responsibilities: Project users oversee specific projects and ensure that tasks are completed on time and within budget

Support Users

Support users manage incoming customer support requests or tickets, frequently in a Helpdesk or Customer Support function.

Permissions: They have access to the Helpdesk module, where they can view, create, and manage support tickets and customer queries

Responsibilities: These users handle tickets, address consumer concerns, and offer post-purchase assistance.

HR Users

HR users handle employee records, recruitment, payroll and other human resource-related tasks within Odoo.

• Permissions: They can manage employee profiles, attendance, leaves, payrolls and performance reviews

• Responsibilities: From hiring to performance reviews, HR users are in charge of managing the employee lifecycle.

Understanding the various user roles and types in Odoo18 is essential for effectively managing access, ensuring security, and optimizing the workflows of your organization. Odoo18 offers a strong framework for companies of all sizes with well-defined roles and permissions, which makes it simpler to modify access to suit particular requirements with maintaining control over your business private information.

Odoo’s user management system facilitates the establishment of a smooth and safe environment for all groups involved, whether you’re managing internal employees, working with outside partners, or supervising particular departments. Are you ready for this, Contact us today for a talk or an Odoo demo consultation.