Restricting Salesperson Access to Customer Invoice Details

Question

*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

Emad Akram · Answer

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

Mohamed Hallal · Answer

Thank you for your reply

Anas Ouasmi · Answer

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 [1] )]
*
*
*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 [2]

[1] http

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