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Limiting Projects access in Odoo Version 9.0

By
Larry Richardson
on 8/31/16, 6:17 PM 477 views

How can I limit the projects that users can see?  It seems that if I assign a user to the Project Managers group they can see all projects created.  I only want them to be able to see the projects they are following or that have tasks they have been assigned but still retain other permissions under the Manager group for Projects.

All of our projects have been made private but anyone belonging to the Manager's group can still see and access them even though they are not a follower of the project.

Fabricmate Systems, Inc., Larry Richardson
on 8/31/16, 8:04 PM

See my updated answer.

Bista Solutions US, Ray Carnes
on 8/31/16, 9:31 PM
2

Ray Carnes

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Ray Carnes
On 8/31/16, 7:57 PM

Make your projects 'Private':

From https://www.odoo.com/documentation/user/9.0/project/configuration/setup.html


The privacy setting works as:

  • Customer Project: visible in portal if the customer is a follower.
  • All Employees: employees see all tasks or issues.
  • Private Project: followers can see only the followed tasks or issues


UPDATE:

To prevent users in the group "Project Manager" from seeing Private Projects, deactivate the Record Rule "Project: project manager: see all"

1. Activate Developer Mode.

2. Navigate to Settings --> Technical --> Security --> Record Rules.

3. Search for "project manager"



4. Deactivate the rule (you will see it is 1=1 which returns true for all projects - giving them access to see all)




Note: This means only the ADMIN user will be able to see all projects.  You probably want SOMEONE to see all Projects, so it may also be better to create a group in between Project Manager and Project User that can't see private projects.

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Asked: 8/31/16, 6:17 PM
Seen: 477 times
Last updated: 9/1/16, 3:22 AM