Authenticating to an Odoo Server

The Odoo Connector uses OAuth2 authentication process.

You may authenticate to an Odoo server:

• from the page menu

• from the Odoo links info banner

---

Authenticating from the page menu

The page actions menu is always available for authentication. To authenticate from the page menu:

1. Open the page menu, click on and select Odoo servers:

2. In the popup window click on Authenticate to authenticate yourself on the selected Odoo server:

3. If you do not have an active session for the Odoo server, the authentication process will open a log-in screen for the Odoo server. Enter all information and click Log in.

4. In case of a successful login, the process re-directs the user to the original page.

   In case you have an active session for the Odoo server (you are logged in), the log-in screen for the Odoo server won't pop-up but the connector authenticates you automatically.

---

Authenticating from the Odoo links info banner

Authenticating from the Odoo links info banner is only available if there is at least one Odoo macro inserted on the page.

To authenticate from the banner:

1. Click on the Odoo links info banner, and click on the connect link of the selected server:

2. If you do not have a valid session for the Odoo server, the authentication process will open a log-in screen for the Odoo server. Enter all information and click Log in.

3. In case of a successful login, the process re-directs the user to the original page.

   In case you have an active connection with Odoo (you are logged in), the log-in screen for the Odoo server won't pop-up but the connector authenticates you automatically.

---