Odoo Help

Welcome!

This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

0

Create rule for personal customers

By
mcindietech
on 5/7/13, 9:23 AM 634 views

Hi, I need to create a rule to a user can only see their own customers (SALES / CUSTOMERS in OpenERP menu), similar at rules "personal phone calls" or "personal leads" in the "Sales / User: Own Leads Only".

I have resolved (partially) the problem with a duplicated group from SALES / USER: OWN LEADS ONLY group, and I have added a new rule based on "res_partner: access (read) on my partner" with the same DOMAIN and I have modified this rule to grant access to read, write, create and delete and now a user only can see his partners but now, when I try create a new partner, like a contact or company, I cant, because the system tell me access denied (document type: partner and action create). I dont know why can't create a new partner.

My version OpenERP is 7.0

Can anyone help me?

Thanks!

Hi, I have resolved (partially) the problem. I have created a duplicated group from SALES / USER: OWN LEADS ONLY group, and I have added a new rule based on "res_partner: access (read) on my partner". I have modified this rule to grant access to read, write, create and delete and now a user only can see his partners but now, when I try create a new partner, like a contact or company, I cant, because the system tell me access denied (document type: partner and action create). I dont know why can't create a new partner.

mcindietech
on 5/7/13, 7:41 PM

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

0 follower(s)

Stats

Asked: 5/7/13, 9:23 AM
Seen: 634 times
Last updated: 3/16/15, 8:10 AM