Add O'Dashboard user in my instance
Learn how to add users to your O'Dashboard instance and assign them the right role.
Why add users?
By default, a new user who creates an account can't edit any questions or dashboards. They need to be added to the instance and assigned a role by the instance admin.
Add a user from the Settings
As the instance admin, click on your profile, then go to Settings and navigate to the Users tab.
If the user created their account directly from the O'Dashboard module in Odoo, they will already appear in the members list as a pending member. You can then define their role directly.
Understand user roles
Each user can be assigned one of the following roles:
- None — same access as a non-authenticated user. Can only view dashboards and sections with no access restrictions.
- Viewer — can be added to access groups and granted visibility over restricted sections and pages.
- Editor — full access to the configuration panel: manage sources, create and edit questions, modify dashboards and sections.
- Admin — full configuration admin access, including user management, instance settings, and all editor capabilities.
Access groups
For more details on how to restrict visibility to specific sections and pages, check out the Manage access rights guide.
Invite a user manually
If the user didn't join through the Odoo module, they won't appear in the members list automatically. In that case:
- Click Invite
- Enter the user's O'Dashboard account email
- Assign their role
- Send the invitation
User added!
Once the role is assigned, the user just needs to refresh their page to get full access according to their role.