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How to enable portal users as salespeople

Some users have outsourced salespeople which not necessarily will be Odoo users. In order to keep track of the sales done by outside salespeople, creating a portal user for them and assigning them to sales orders is a good workaround

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Activate Developer Mode.

Go to sales.order, form view.

Click on the bug right next to your user on the top right of the screen > Edit View: Form


Go to Inherited Views >  go to the Odoo Studio view (or create a new inherited view):



Add this xpath to change the domain of the field user_id :

 

<xpath expr="//field[@name='user_id']" position="attributes">

<attribute name="domain">["|",["groups_id","in",23],["groups_id","in",8]]</attribute>

</xpath>


Make sure that you are adding the groups_id for the group “Portal” and “User: Own Documents Only” (from Sales). This can vary according to each database.

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