Odoo Help

0

Is it possible to hide customer details from my sales agents?

By
Shimon
on 2/25/15, 3:04 AM 663 views

I'd like to have customer details kept hidden from my sales agents.

For example, a lead is created for customer@123corp.com. My sales agent should be able to reply within the Odoo app but he should not be able to see the customer's email.

Is it possible to do this in Odoo or would this require a custom module?

Have a look at access rights (Settings > Groups for example) I'm sure you can set these kind of restrictions with rights I just don't know the exact solution so I'll leave that to somebody else :)

Yenthe
on 2/25/15, 3:39 AM

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 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

Question tools

2 follower(s)

Stats

Asked: 2/25/15, 3:04 AM
Seen: 663 times
Last updated: 3/16/15, 8:10 AM