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databasesmulticompany
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rltb0z

Hi all,


I am just trying Community v17 version and overall, it is awesome. However I am quite surprised as by default, Multi-companies are sharing Products and Contacts. This has no sense for me, and I am trying to fix it.


I have found a possible solution for Products, there is a field with Company so we can fix it assigning it to a specific Company.


This field it seems not to be in Contacts, so I have found a trick in Settings -> Technical -> Security -> Record Rules, there is a rule named res.partner company but this is not working for me. The same Contact is accessible from Company A and Company B. This is very dangerous...


I would like to ask for your opinion, suggestion, help, please.


Do you recommend having 1 database and working with permissions and rules?

OR

Do you recommend having N databases for N companies? Then I could provide to each User a specific URL like:

myservers.com/?db=Company-A

myservers.com/?db=Company-B

myservers.com/?db=Company-C

But this does not look very clean, as all Users can notice about other databases/companies...


Just to summarize, I would like to have this schema (isolating Products & Contacts + all data)

- Company-A has User-A, than can access only data of Company-A only 

- Company-B has User-B, than can access only data of Company-B only 

- Company-C has User-C, than can access only data of Company-C only 


Could you please help me?

Thanks in advance!

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Chris TRINGHAM
Best Answer

The "company" field for contacts (customers and suppliers) is on the Sales & Purchase tab.  If you set that, it will only be displayed to users in that company.  


You already found the same field for products on the main form.


Record Rules should work, but are complex to setup.

Maybe this will help you: Odoo multicompany

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Data such as Products, Contacts, and Equipment can be shared or set to be shown for a specific company only. To do so, on their forms, There is a company field, we can choose two options :

A blank field: the record is shared within all companies.

Adding a company: the record is visible to users logged in to that specific company.

You can set the company from the product form, General information tab. 

Hope it helps

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