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Hello People, 


While Exploring and setting up odoo for our team the below record rule is restricting access of AI agent to that particular group. 


Record rule on res.partner: 

['|', '|',

    ('category_id.name', 'in', ['Employee', 'Vendor']),

    ('id', 'in', [1, 2,]),

    ('create_uid', '=', user.id),

]


this record rule is essential as its limiting the same group from accessing some un-tagged contacts so we can't remove that. 


Can anyone help us to understand how can we provide access of the AI agent  along with restricting the group from accessing or reading some contacts based on tags. 


You can suggest if there is any alternat way to restrict group from particular contacts to if it can resolve this conflict. 

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Best Answer

Hi,

Create a new security group just for the AI agent. Assign that group to the AI user. Create a different record rule for that group to give full access. Remove the restrictive group from the AI user. This way, your employees keep the restriction, but your AI agent bypasses it.


Hope it helps.

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