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.
Is it possible to restrict user / billing access to seeing the accounting dashboard? I just want them to be able to see invoices and register payments and not see the incoming funds, banking, etc.
This is Odoo9 enterprise.
You can easily restrict the access to whole Accounting Dashboard by restricting access to Menu Item.
Odoo Menu: Technical -> Menu Items - > Accounting /Dashboard ( if you do not see this Menu, activate Developer Mode (about Odoo -> Activate Develper Mode).
So if you want to restrict the access, create a new Access group and assign only to those uses that shall be able to access.
The rest of users willl not see this Menu at all.
The second option is to create a ' Record rule' where you cn define the specific Accounting journals (IDs of journal) that users cannot access but this is quite advanced.
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
|Asked: 4/15/16, 7:51 PM|
|Seen: 609 times|
|Last updated: 4/18/16, 4:27 AM|