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Access to contacts and customers/partners

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This question has been flagged
contactsgroupaccess
2 Replies
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Mark Johns

Hi There, I have Open Erp version 7, I've imported my entire company and their contacts into the ERP system as the administrator user. I have created the other users in my company to start using the ERP system, but when logging in as the other users, I notice they cannot see any customers or contacts.

I have looked in : Settings => Technical => Security => Record rules damn piles of them and I'm not sure which to edit and if I need to great a group for "all Staff" and how to get the group to see all companies and contacts. Please help. Many thanks Mark

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Andreas Brueckl

How many companies (not customers!) do you have in OpenERP?

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Peter
Best Answer

Go to Settings->Users. Select the user you want to allow see your customers, Click Edit, the Click the "Access Rights" Tab, and uncheck "Portal".

OpenERP 7 doesn't allow Portal Users to have access to company essential Data which includes its customer(and/or suppliers).

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Good answer!

William Beverly

Good point, you are right. This is completer counter intuitive... For me, unchecking portal would mean no more access!

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Nikolaos Petronikolos
Best Answer

i do not why but when you give rights to a user in the user access tab, there is no any result. i had to go to settings --> security --> res.partner company and add the group sales manager manualy also i added the same to all leads it is embarassing but is seems the setting do pass to the record rules. some kind of bug

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