CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I need to setup OpenERP in a scenario in which, I want certain users outside my company, belonging to others, can access the system but can not see the information of other users, only yours, for example, their contacts, clients, etc. I especially want to commercial vendors can not see the rest of commercial information between theirs, but they can all work on the same platform.
I am interested isolate CRM information, they would not have access to other modules, such as my company's own employees.
It would be possible to do this through a multi-company setup or need a security module that allows setting permissions more fully?
In SugarCRM was made ââpossible by a module, roles and permissions, but unknown to the security model using OpenERP, if anyone can give me any indication, it would be greatly appreciated.
If you haven't already, you should look at the Portal module.
"Customize access to your OpenERP database to external users by creating portals."
A portal defines a specific user menu and access rights for its members. This menu can ben seen by portal members, anonymous users and any other user that have the access to technical features (e.g. the administrator). Also, each portal member is linked to a specific partner.
The module also associates user groups to the portal users (adding a group in the portal automatically adds it to the portal users, etc). That feature is very handy when used in combination with the module 'share'.
It has additional modules that sit on top of it, such as the Portal Sale module:
"This module adds a Sales menu to your portal as soon as sale and portal are installed."
After installing this module, portal users will be able to access their own documents via the following menus:
- Sale Orders
- Delivery Orders
- Products (public ones)
If online payment acquirers are configured, portal users will also be given the opportunity to pay online on their Sale Orders and Invoices that are not paid yet. Paypal is included by default, you simply need to configure a Paypal account in the Accounting/Invoicing settings.
For CRM, I believe the only thing that is available on the portal is a lead generation form.
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|Asked: 4/12/13, 2:35 PM|
|Seen: 2866 times|
|Last updated: 3/16/15, 8:10 AM|