For Example, Company XYZ have One Sale Manager ABC and One Purchase Manager PQR, If Sale Manager ABC login He/She Can not see Vendors and If Purchase Manager PQR login He/She can not see Customers..
Can Anyone have idea about this?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project
- MRP
This question has been flagged
2
Replies
3418
Views
Hi,
After activating the developer mode, Go to Settings -> Technical -> Security -> Record Rules, Then create two new records for this,
the above one is for sale manager , mention the group and also the object and the rule properly as above.
Now for the purchase manager,
This can be done by using code also.
Thanks
Its Work but when i apply for sales manager at that time i can not create sale order it gives me an authentication error. But he/she have full rights for create sale order
The requested operation cannot be completed due to security restrictions. Please contact your system administrator.
(Document type: res.partner, Operation: read)
just watned to ask, is it still valid. using odoo 13 CE and adding these rules changed nothing (in my case).
moreover (in hope to get help). i have an addon, which add additional fields in contact (sale/purchase tab) 'is_a_customer' & 'is_a_vendor'. i wanted to filter contacts based on that. by that i mean, sales person should see only customers in contacts app.
Thank You, Its Working.
can you help me advise for Odoo V15? I tried this way but it not work
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up