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dhiren@timeely.com

Hi,

I'm on Odoo 12. I need to figure out how to prevent one salesman from seeing any other contact list besides the ones assigned to him / her. Basically, Salesman A cannot see the contact list of the company or salesman B, unless he's been assigned to it.

The current access rights all salesmen has is "User: Own documents only"

How do I go about setting up additional rules for this group?

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Jos De Graeve - Accomodata
Best Answer

Hi,

Go to settings  - Users & Companies - Groups. Search the "Sales / User: own documents only" group and open the form. Edit and on the tab "Record rules", add a new line, and create a new record rule with these settings: 

* Name: "Personal Contacts"

* Object: Contact

* Rule definition: ['|',('user_id','=',user.id),('user_id','=',False)]

* Group name: Sales / User: own documents only

* Apply for read/create/write/delete = enabled


That should do it. 

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dhiren@timeely.com
Author Best Answer

Unfortunately - that didn't work. Are there other global settings that need to be applied?

Otherwise - are there any other settings that needs to be disabled? (that might contradict this?)

I'm working off a clean/new database with only imported data -- and no additional developer settings has been made.


Update: It "worked" after a while, but the salesmen can only now see other salesmen in their contacts

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