How to set up the module

Install the module

Head to your Odoo Apps menu. Use the search bar and type "O'Dashboard". The module will appear in the results — click Install and let Odoo do its thing.

Open O'Dashboard

Head into the O'Dashboard app from your main menu. You'll land on a simple screen with two buttons — click "Open O'Dashboard". This will take you directly to the O'Dashboard platform.

Create your account

If this is your first time, you'll need to create an account:

1. Fill in your full name
2. Enter your professional email address
3. Choose a password
4. Confirm your email address with the verification code

Create a new instance

After signing up, you'll have the choice to create a new instance or join an existing one. In this guide, we'll create a new instance.

1. Choose "Create an instance"
2. Give your instance a name
3. Answer a quick question — whether you're setting this up as an Odoo partner or for your own company, and your level in data visualization

Link your Odoo instance

Once your instance is created, you'll reach the setup screen. Here you'll find a unique UUID — this is the identifier that links O'Dashboard to your specific Odoo instance.

1. Click the copy button to grab the UUID
2. Switch back to Odoo Settings
3. Find the O'Dashboard section and paste your UUID into the dedicated field
4. Click "Save"
5. Click "Synchronize"

What's next?