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Subject: Restricting Salesperson Access to Invoice Details

Dear Team,

I have noticed that when adding an invoice to a customer and selecting a salesperson for that invoice, the salesperson is automatically added as a follower along with the customer.

In our model, the salesperson should not have access to details of the invoicing agreement, including pricing, discounts, and other sensitive information.

Could you clarify whether a salesperson assigned to an invoice has access to its details? If so, how can we restrict their access to this information?

Best regards,

odoo enterprise 18.0

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Nejlepší odpověď

Hello

They cant see the details of the invoice if they dont have access rights for the accounting module

if they have access rights on the accounting module then you can customize what you want them to see using the record rules

I hope this helps

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Autor Nejlepší odpověď

Thank you for your reply


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Nejlepší odpověď

Hello, 


You can create a security rule to prevent sales reps from viewing invoices not intended for them


1 - Add a rule in Settings > Technical > Records Access Rules :

2- Name: Restrict Salesperson Access to Invoices

3- Object: account.move

4- Domain: [('move_type', '=', 'out_invoice'), ('user_id', '!=', user.id)]


Also you can search in OCA or Odoo Apps for a module for Odoo 18 like this one


https://apps.odoo.com/apps/modules/16.0/mail_restrict_follower_selection


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