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In project management i created 2 groups. I want each group to see only it's records like tasks and projects. The user should access only it's records and the manager all tasks and projects of the group he belongs to.

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grouprecord_rulesProjectManagement
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Fawas Panat

In project management i created 2 groups. I want each group to see only it's records like tasks and projects.

The user should access only it's records and the manager all tasks and projects of the group he belongs to.

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Harmit R.
Best Answer

Hi Fawas Panat,

Well, I don't know the technical way. But, I did the same work without technical knowledge.

I use the below third-party module to set up user access rights.

Link: https://apps.odoo.com/apps/modules/16.0/simplify_access_management/

You can apply the domain to see only the respective user's data on any model including third-party in your case it is 'project & task'. Also, you hide the views, menus, Kanban links, buttons, and Tabs to restrict the user.

Thanks


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Silverstar
Best Answer

Dear Fawas,

Please refer below groups for example 

Manager

<record id="sale_order_see_all" model="ir.rule">

        <field name="name">manager/field>

        <field ref="model_sale_order" name="model_id"/>

        <field name="domain_force">[(1,'=',1)]</field>

        <field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>

    </record>

User

    <record id="sale_order_personal_rule" model="ir.rule">

        <field name="name">Personal Orders</field>

        <field ref="model_sale_order" name="model_id"/>

        <field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field>

        <field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>

    </record>


change groups for this

 <field name="groups" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>

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