Getting Started: Logging Into Odoo
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    • Getting Started: Logging Into Odoo


    Overview

    This guide will help you log in to Odoo ERP for the first time and navigate the essential areas of the system. It’s designed to ensure a smooth onboarding experience for end users.


    Important Note: Palmate has no liability for any loss of data or system downtime caused by unauthorized changes made by end users. Always follow administrator instructions when using Odoo.


    How to Log In to Odoo

    1. Open Odoo: Access Odoo ERP through your web browser or the mobile app. Your system administrator will provide the link.

    2. Enter Credentials:

    • Username: Typically your email address or a username assigned by your admin.

    • Password: Provided during onboarding. Change it after your first login for security purposes.

    3. Click “Log In”: You’ll be redirected to your Odoo dashboard if your credentials are correct.

    4. Troubleshooting Login Issues:

    • Ensure the URL is correct.

    • Verify your internet connection.

    • Use the “Forgot Password” option if you can’t remember your credentials.

    • Contact your administrator for further help.


    Updating Your User Profile and Password

    1. Click your Profile Icon in the top-right corner.

    2. Select My Profile from the dropdown menu.

    3. To change your password:

    • Click Edit Profile → Enter your new password.

    • Save changes before exiting.


    Tip: Use a strong, unique password to protect your account.


    Understanding Your Dashboard

    After logging in, your dashboard provides quick access to the modules you have permissions for:

    • Apps Section: Displays all modules assigned to you (e.g., CRM, Sales, Accounting).

    • Shortcuts: Customizable links to frequently used records or actions.

    • Notifications: Alerts for approvals, updates, or pending tasks.


    Quick Navigation Tips

    • Search Bar: Use it to find customers, products, or records across modules.

    • Favorites: Save frequently used filters or reports for faster access.

    • Help Option: Access in-system help articles or contact your admin for support.


    Best Practices for End Users

    1. Log out of Odoo after completing your tasks, especially when using shared devices.

    2. Keep your credentials private and secure.

    3. Avoid experimenting with settings or technical configurations, as these can disrupt the system.


    Palmate Disclaimer

    Palmate has no liability for any loss of data or disruptions caused by unauthorized changes made by end users. Always seek guidance from your system administrator for technical issues or concerns.