Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
I have setup the odoo CRM for my organization. but when any of my sales person add new contact it is visible to other sales person as well. what should i do to restrict sales person to see his own contacts only. But admin should see all sales person contact.
I have applied below rules but it can restrict admin as well to see his own contact. instead to see all contacts.
['|',('create_uid','=',user.id),'|',('id','=',1),('id', '=', user.partner_id.id)]
Can any one help me out to resolve this?
Hi,
If you need salespersons to see only see their own customers, you can write a record rule for the model res.partner as follows.
<record model="ir.rule" id="partner_view_rule_salesperson">
<field name="name">Sales Person View Rule</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]" />
<field name="domain_force">[('user_id', '=', user.id)]</field>
</record>
For the Managers,
<record model="ir.rule" id="partner_view_rule_manager">
<field name="name">Sales Person View Rule</field>
<field name="model_id" ref="base.model_res_partner"/>
<field name="groups" eval="[(4, ref('sales_team.group_sale_manager'))]" />
<field name="domain_force">[(1, '=', 1)]</field>
</record>
Thanks
Hi!
Which file I need to change to do that?
Have a Question:
I want to show user all employees but also want that he can edit his own record from that ?
Hello, I'm using Odoo 16, but the following Rules makes no effect.
How should I restrict contant visablitiy for specific users in Odoo 16?
You can create Record Rules by enabling Developer Mode and navigating to Technical / Record Rules.
The second record rule is applied to the Sales Administrator role.
It's a good idea to check all the Record Rules for Contacts, because this can become complex.
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrar-se| Related Posts | Respostes | Vistes | Activitat | |
|---|---|---|---|---|
|
CRM, res_partner and fields
Solved
|
|
2
de juny 25
|
2945 | |
|
1
de set. 24
|
4334 | ||
|
1
d’ag. 24
|
2345 | ||
|
1
d’ag. 24
|
2764 | ||
|
0
d’ag. 24
|
252 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Where do I apply this fix to? The one Cybrosis wrote I mean, Like where do I paste the code for it to work