Create users and assign permissions

What this page is for

This page explains how to add the people in your organization to Futuh and how to decide which modules and data each of them can access.

Before you begin

• Role: administrator of the Futuh instance.
• Know which Futuh modules are installed and which team each one is aimed at.
• A closed list of people with their corporate email addresses.
• Estimated time: 5 min per person the first time, 2 min once your groups are defined.

Futuh relies on Odoo Community 19’s native group system for permissions: you create the user, assign them a group per module, and optionally add them to teams. Access to individual records is never granted directly.

Create a user

1. Go to Settings → Users & Companies → Users and click New.
2. Fill in Name and Email Address with the corporate email. This is the login identifier.
3. Under User Type, leave Internal User.
4. Save. Futuh sends a welcome link to the email address so the person can set their password.

Creating a user does not consume a licence

Futuh ERP does not charge per internal user: licences are covered by the annual subscription.

Assign basic Odoo groups

1. Open the user record and go to Access Rights.
2. Under Administration, leave Employee Access unless the person will administer the instance. Settings Administrator enables Settings → General and developer mode.
3. For the native modules the user will use (Contacts, Calendar, Documents, Discuss), set them to User or Administrator.
4. Save.

Assign permissions on the Futuh modules

Each Futuh module ships with its own groups: the operator handles day-to-day work; the manager configures.

1. Under Access Rights, scroll down to the Futuh section.
2. For each active module, choose the role:
   • Radar: Radar Operator (browse calls, manage watchers) or Radar Manager (adjust scoring, crons, and sources).
   • Smart Inbox: Inbox Operator (classify requests) or Inbox Manager (configure channels and rules).
   • Grant Management: Grant Operator (works their own projects) or Grant Manager (views all projects and edits templates).
   • Political Advocacy: Advocacy Operator (records interactions) or Advocacy Manager (manages the position catalog).
   • Silvio: Silvio User (converses with the enabled agents). Administration is handled from Configure the AI model.
3. Save. Changes take effect immediately.

Futuh Manager is not an instance admin

A Radar Manager can touch everything in Radar, but cannot enter Settings → General, install modules, or manage users. The instance administrator is a separate role under Administration.

Create teams to restrict visibility

If your organization works in teams and you want each one to see only its own records, use teams.

1. Go to Settings → Users & Companies → Teams and create a team with its members.
2. In each Futuh module that supports teams, open Settings → Futuh → <module> → Teams and associate the team with its sources, projects, or campaigns. [VERIFY: exact name of the Teams screen per module]
3. Verify by logging in as a member of the team: they should only see their assigned records.

Troubleshooting common issues

• The user logs in but cannot see any Futuh module. No Futuh group has been assigned. Go back to Access Rights → Futuh and set at least one.
• The welcome email did not arrive. Check Settings → Technical → Email → Outgoing Mail Servers. If no server is configured or authentication fails, no Futuh emails will be sent.
• They can see the screens but the create buttons are greyed out. They have the read group for the module, not the operator group. Raise their level under Access Rights.

Next steps

• Configure the AI model to decide which LLM responds to each person in Silvio.
• Configure Radar as an administrator if your team will use Radar as the main source of grant calls.
• Configuration map if you are here to understand the full settings overview.