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3 Vastaukset
6824 Näkymät

Hi 

I am new on odoo and I am trying something simple which should be by default:

I have 2 users, and the databases of customers is not shared between users. How can I share the access for both users?

Thanks

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Hylkää

Can you explain more with scenario ?

I think you want to share the database, but dont want to share the customers details. right??

Paras vastaus

set up two companies - each user has rights to one company only. Customers can be linked to a company (so visible in that company only) or not linked (visible to both)

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Hylkää
Tekijä Paras vastaus

Hi Kevin and Mantavya

 

Actually it s in only one company. Let s see the scenario

I create a company and I created a admin user. Let s call it "user 1".

With this user, I imported my customers database.

Then I created a new user: let s call it "user 2"

With this user 2, I can not see the customers database. My user 2 is responsible of everything (sales, accounting...) sso I have the windows customers (clients) but it s empty.

Where is the parameters which opens the database to all the users?

Thank you for your help

Sylvain

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Hylkää

Have you checked to see if user 2 has the appropriate rights to view customers and sales? If so, have you also checked when opening a view that no filter is active (top right corner, should say something like "my sales" or "my").

Paras vastaus

Hi,

Make sure your users are part of the same sales team and there is no salesperson assigned to your customers.

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Hylkää