How to limit user access to contact data? Each user (salesperson) was assigned a customer group, and now all users see everyone's contacts.

Question

HELLO Odoo V17, we have vendor users. Each vendor has their own clients, and they should only see their own clients' data. Currently, from the CRM module and from SALES/ORDERS/CUSTOMERS, they can see all users' clients and suppliers. How can I limit that access?
When registering a new client in the Sales and Purchases tab, in the Salesperson field, select the assigned salesperson to restrict access. However, they can still see the contacts of other sales users.
Finally, as an example, I have 100

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
Please refer to the following links:
1.   https://www.cybrosys.com/blog/how-to-create-record-rules-in-odoo-18 [1]
2.  https://www.youtube.com/watch?v=VffPH0GJ_IM [2]
3.  https://www.cybrosys.com/blog/how-to-create-record-rules-in-odoo-17 [3]

Hope it helps.

[1] https://www.cybrosys.com/blog/how-to-create-record-rules-in-odoo-18
[2] https://www.youtube.com/watch?v=VffPH0GJ_IM
[3] https://www.cybrosys.com/blog/how-to-create-record-rules-in-odoo-17

Mark Pousee · Answer

you’ll need to apply Record Rules on the res.partner model so each salesperson (or vendor user) can only see their own assigned clients. Go to Settings → Technical → Security → Record Rules, create a new rule for Contacts, and in the domain set [('user_id','=',user .id)]. Then assign this rule to the appropriate group (e.g., “Salesperson”). This way, when User 1 logs in they only see their 50 clients, User 2 only sees their 40, and so on, instead of viewing all contacts across the system.

srikesh infotech · Answer

Create a Record Rule

Settings → Technical → Security → Record Rules
Create a new rule like this:

Name: Customers: Restrict to Own
Object: res.partner
Domain Filter: [('|'), ('user_id','=', user.id [1] ), ('create_uid','=', user.id [2] )]
Groups: Assign it to your vendor group or custom group (e.g., Sales / User: Own Documents Only)

Suppose you have 100 clients:
User 1 has 50 → they’ll only see their 50 (others are hidden).
User 2 has 40 → only their 40.
User 3 has 10 → only their 10.
When the

This question has been flagged

Enjoying the discussion? Don't just read, join in!