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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.
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Where do I apply this fix to? The one Cybrosis wrote I mean, Like where do I paste the code for it to work