Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Hi, I need to create a rule to a user can only see (and write, create and delete) 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 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?
You need to use this domain in your new record rule:
After setting this domain in your record rule, save it and again check your scenario.
By applying this domain, You will see your own customers as well as the customers, in which, there is no Salesperson defined. If possible, define salesperson for every customer so it will give you the exact result that you want.
About This Community
This platform 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.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 5/9/13, 9:14 AM|
|Seen: 3640 times|
|Last updated: 3/16/15, 8:10 AM|