What appears on the home screen of each profile

What is it for?

When you log in to Odoo, each person opens on the screen where their work begins, depending on the profile the administrator gave them: the administrative clerk opens on the invoicing counter, the accountant on the list of things to do, the employee on their payslip. You do not need to look for where to start.

Within each app, the menus put your favourites and the entries you open most often first. Nothing disappears: each entry stays in the same top-bar menu (for example Record or Collect) and only the order inside it changes. In menus with groups, the groups also move with use.

When to use it?

• On your first day with fiscaldoo, to know which screen you will land on.
• When a colleague lands on a different screen from yours and you want to understand why.
• To put the entries you use every day at the top of a menu.

Where to find it?

• The home screen opens by itself when you log in to Odoo.
• Favourite menus: your name, in the top right corner › My Preferences › Favourite menus.

Before you start

• The database administrator has given you a profile. The profiles are Administrative, Accountant (operates), Certified accountant (signs, closes periods), Salary processor, HR manager, Management, Worker and Auditor / statutory auditor.
• The favourite-menu steps were done with the Administrative profile. Every profile has My Preferences.

How to use it

1. Log in to Odoo with your user. The screen that opens depends on the profile:

   Profile	Opens on
   Administrative	Counter, in the Billing app
   Accountant (operates) and Certified accountant (signs, closes periods)	What is there to do?, in the Accounting app
   Salary processor and HR manager	What is there to do this month?, in the Payroll app
   Management	Management panel, in the Management app
   Auditor / statutory auditor	Audit log, in the Audit app
   Worker	My payslip, in the My space app

   With Accounting firm mode switched on, Accountant (operates) and Certified accountant (signs, closes periods) open on Client companies: what is up to date? (see “Important notes”).

2. To go to another app, click the squares icon in the top left corner and choose the app. To go straight to a menu, use the search: How to find a menu with the search.

3. To pin an entry at the top of your menu, click your name in the top right corner, then My Preferences.

4. In the Preferences tab, under Favourite menus, type part of the menu name and choose it from the list. The list shows the full path, for example cobrar gives Billing/Collect/To collect. You can choose several: each one becomes a tag, with an × to remove it.

5. Click Update Preferences.

6. Refresh the browser page (F5 key) and open the app's menu.

Expected result

The menu shows favourites first, then the entries you have already opened and finally the others, in the usual order. In the example, with Customer statements as a favourite and Collection notices opened once, the Collect menu in Billing went from “Receipts and payments received, To collect, Collection notices, Customer statements” to “Customer statements, Collection notices, Receipts and payments received, To collect”. All four entries are still there.

In menus with groups, each group moves up with its most-used entry. In the Record menu of Accounting, the Auditor / statutory auditor, with no usage, has the Home group first and then Purchases; the demo Accountant (operates), who has already used other entries, has Purchases and Sales and collections first, and the Home group further down.

Important notes

• Accounting firm mode changes the accountants' screen. It is switched on in Settings, Accounting firm group, Accounting firm mode option, which only the database administrator sees. It is for an accounting firm that works for several client companies: the screen itself says “Leave it off in a company that keeps its own accounts.”
• The home screen does not grant new access. It only shows what your profile can already open. The details of each screen are in its own article, for example How to sell at the counter or What the Management panel shows.
• Users without a profile (for example the database administrator user) land on whatever screen Odoo gives them. In the demo, it was What is there to do?, in Accounting.

Common problems

I land on a different screen from the one in the table

• Cause: your profile is a different one, or Accounting firm mode is switched on.
• What to do: ask the database administrator to confirm your profile. To find out why you do not see a menu, click your name in the top right corner and then Why can't I see…?, or see I do not see a menu or a button.

A menu moved

• Cause: within each top-bar menu, the entries you use most come first and, in menus with groups, their group moves up too.
• What to do: look for it in the same top-bar menu: it may have moved up, or its group may have moved. You can also type its name in the menu search. To keep it always at the top, add it to Favourite menus.