# Create the access profiles of the team > The administrator registers each person as a user and gives access by profile: a group that gathers what the finance. In Odoo 18, by KMEE. Fonte: https://docs.kmee.com.br/en/odoo/18.0/funcional/administracao/criar-perfis-de-acesso/ The administrator registers each person as a user and gives access by profile: a group that gathers what the finance, purchasing and sales teams need. Changing the profile changes the access of the whole team. Each buyer sees only their own purchase orders, and nobody deletes customers, who are archived instead. ## Before you start Use a user with access to Settings (the administrator) and turn on the developer mode, which shows the Groups menu (see Prepare the company for daily use). Have the name and the e-mail of each person. The example is Guatambu Móveis e Utilidades Ltda, where Eduardo, the administrator, creates the profiles for Simone Araújo Freitas (finance), André Moreira Bastos (buyer) and Marcelo Antunes Farias (salesperson). This applies in Brazil with configuration: every profile includes the Fiscal user group, which gives the reading of the tax data that Brazilian documents show (tax classification, fiscal operation and taxes). ## Step by step ### 1. Register the user Open the Settings app and, under Users & Companies, click Users, then New. In Name, type the person's name and, in Email Address, the e-mail. For a fiscal analyst such as Patrícia Moura Siqueira, choose NF-e user under NF-e and check Fiscal user in the Brazilian Fiscal section; leave Fiscal manager unchecked, because the manager already includes the user and is only for whoever changes registers and rules. Review the selectors of Sales, Accounting, Inventory and the other apps before saving and leave empty what the profile does not use. Save with the cloud icon. ### 2. Create the profile as a group In Settings, under Users & Companies, click Groups and New. In Name, type Perfil Financeiro. On the Inherited tab, add Accounting / Invoicing and Brazilian Fiscal / Fiscal user, one line for each. For purchasing, create the Perfil Compras with Purchase / User, Accounting / Invoicing and Brazilian Fiscal / Fiscal user. For sales, create the Perfil Comercial with Sales / User: own documents only and Brazilian Fiscal / Fiscal user. The administration groups stay out, so the profile has no Settings and no Configuration menu. ### 3. Put the people in the profile and check what they see On the Users tab of the group, add Simone Araújo Freitas and save with the cloud icon. Then sign in as her: the apps menu shows Invoicing and no Settings. In Invoicing, under Customers, Invoices shows the invoices of the company, and under Vendors, Payments shows the payments, with no Configuration menu. Do the same for André in the Perfil Compras (Purchase Orders and vendor bills) and for Marcelo in the Perfil Comercial (his own quotations and orders, with the customers of his portfolio). To let the salesperson see the quotations of the whole team, replace Sales / User: own documents only by Sales / User: all documents on the Inherited tab. ### 4. Let each buyer see only their own orders With the rule that limits each purchase order to its buyer, whoever has the purchasing profile sees only their own orders, and the administrator still sees them all. Example: Rogério Tavares Pinto sees only his 4 orders, R$ 32,058.25, and the 2 of Aline Bastos Moreira stay out; Eduardo, the administrator, sees the 6. Whoever sets up Odoo creates the rule as in Make each buyer see only their own purchase orders. ### 5. Make sure no customer is deleted With the rule that blocks deleting contacts, nobody deletes a customer, not even the administrator: a customer no longer in use is archived and keeps its orders and notes in the history. To check, open Contacts and the customer Bracatinga, click the gear next to the name and choose Delete: Odoo refuses with a notice. Close the notice and, in the gear, choose Archive: the customer gets the Archived ribbon. To bring it back, use the Archived filter in Contacts, open the contact and choose Unarchive. Whoever sets up Odoo creates the rule as in Keep the team from deleting customers, only archiving them. ## Expected result The users are registered, each profile gives its team the apps it needs, with no Settings and no Configuration menu, the buyers see only their own purchase orders, the administrator sees them all and no customer is deleted: the ones that are no longer used are archived with the history kept. ## If something goes wrong If the Groups menu or the Fiscal section does not appear, the developer mode is off: turn on the developer mode, as in Prepare the company for daily use. If a new user sees apps of other areas, the user received the access of the model user: review the selectors before saving. If the invitation e-mail does not arrive, set up the outgoing e-mail in Settings or set the password by hand. If the person does not see the app of the profile, check the Users tab of the profile, save and ask the person to sign in again. If the person sees more apps than the profile has, open the user, on the Access Rights tab, and remove what is not part of the role. If an order vanished for all buyers, fill in the Buyer on the Other Information tab of the order. ## Odoo 18 manual Standard Odoo 18 features used in this task, from the official manual. - [Users](https://docs.kmee.com.br/en/odoo/18.0/modules/administracao/usuarios/) - [Access rights](https://docs.kmee.com.br/en/odoo/18.0/modules/administracao/direitos-de-acesso/) ## Continue the process - [Prepare the company for daily use](https://docs.kmee.com.br/en/odoo/18.0/funcional/administracao/preparar-a-empresa-para-o-uso-diario/)