Odoo Help

Welcome!

This community 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.

1

Limiting Projects access in Odoo Version 9.0

By
Larry Richardson
on 8/31/16, 6:17 PM 303 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

--Ray Carnes--
15717
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

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.

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 community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

2 follower(s)

Stats

Asked: 8/31/16, 6:17 PM
Seen: 303 times
Last updated: 9/1/16, 3:22 AM