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Jordan Usai

Hi,

Is it possible to have visibility on customers, sales, invoice according to salesman ?

Example :

Customer1 visible by User1 (salesman)

Customer2 visible by User2 (salesman)

Customer1 and Customer2 visible by (sales director)

Doable ? natively or by custom module ?


Thanks

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Niyas Raphy (Walnut IT)
Best Answer

Hi,

It can be done by using the record rules. Either you can write a rule from the UI or can create it as a custom module.


If from UI:

Activate the developer mode and navigate to Settings -> Technical -> Security -> Record Rules


For more have a look at this link: https://www.odoo.com/documentation/10.0/reference/security.html


Thanks

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Jainesh Shah(Aktiv Software)
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Hi Jordan it is all about to record rules and you can either do it by developing your new module or you can do it from Settings -> Technical -> Security -> Record Rules where you can add needed rights.

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Pinakin Nayi (pna)
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By default, we have access rights see own sales means the user can see the sales where sales person == current user . The same way you can do for customers.

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