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cannot create lead for user : own document

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zatu amirah

when i try to create lead a user : own document this error occur

Error while validating constraint
The requested operation can not be completed by security restrictions. Please contact your system administrator. (Document type: crm.lead, Operation: read) None

Anyone, please help me..

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Carlos Enrique Contreras Vara

Im experiencing same error on odoo v11 any ¿one could solved it?

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Francisco Diaz
Best Answer

Hello,

I have reviewed and "crm.lead" has "Read, write and create permissions" for "User: Own Documents Only" I have verified from the group's menu and Access Control

Same permissions are applied to "User: All Documents". This user has Inherited "Sales / User: Own Documents Only" and an extra line in "Access Rights" (Object = sale.layout_category) with "Read, write and create permissions", therefore the group "Sales / User: Own Documents Only" should have  the same problem as "User: Own Documents Only"

There is another difference in the Rules Tab where I think that limits the "Sales / User: Own Documents Only". The rules for CRM for this user states:

  • Personal Leads = Domain Filter = ['|',('user_id','=',user.id),('user_id','=',False)

  • Leads with assigned activities = Domain Filter = [('activity_ids.user_id','=',user.id)]

As tests, you can create a lead/opportunity with another user that belongs to another group which can create leads and can try this two options:

  1. Assign a task to the user that belongs to "Sales / User: Own Documents Only" for that Lead/opportunity

  2. From database locate the Lead/opportunity jus created and change the user_id to the ID of the user that belongs to the group "Sales / User: Own Documents Only

Now the user that belongs to "Sales / User: Own Documents Only "group can edit the lead/opportunity"

I believe that this rules should be adjusted as needed.

Regards

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Jim L
Best Answer

I am experiencing exact same problem. I created an opportunity by Administrator, then assigned to salesman1. When I login in with salesman1, I couldn't see the lead. Clicking on the message linkin discuss, got same security restrictions message.  Try to create a new opportunity, got same message. Checked all access rules, looked all correct. I run Odoo 11 from bitnami stack, tested with a complete new stack, same problem. I have a feeling that could be a common issue with either odoo 11 or the bitnami stack itself. 

Im seeking for some help too.

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zatu amirah
Author Best Answer

I already set the accesss control list for crm.lead to have all access including create new lead. But the error still appear

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Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,

This is commonly occurring access error. This is because the corresponding group of users have no permission to create the record in that model.

The warning message says that the group of users, ie, User: Own Documents Only have only the read permission in the model crm.lead. There is no other permission. So for you to create a lead , we have to grand the access right for it.

For that activate the developer mode, then navigate to Settings -> Technical -> Security -> Access Control list, search crm.lead model and give the rest of the access rights for it.(for the one who having the group : Sales / User: Own Documents Only )

Thanks


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Gelo Joga

Sorry. I did it and the error is still happening

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