Restrict Permissions Within Contacts

Question

Hello Everyone,
We were looking into the ability to restrict a user so that they may create a person (contact) within a company contact record but not create an entire new company. So far all we can find  is the ability to restrict a user from creating a contact in general.
Is this possible? If so, how would we be able to accomplish this?
Thank you for any help.

Ray Carnes · Accepted Answer

You can't use Access Rules / Security Groups as both an Individual and a Company are stored in the same model.

This example tests to see if the user is a member of the Sales Manager group, and if not, restricts saving if the record is not an individual:

Create an AUTOMATED action for the res.partner model that is triggered on CREATE of res.partner:

The Server Action would be defined something like this:

if not env.user.has_group('base.group_sale_manager') and record.company_type != 'pers

Jake Robinson · Answer

While it's entirely possible to implement it as Ray Carnes has done (As a bonus it even gives you the ability to raise a custom warning, rather than the generic permission denied message, which is why I prefer his method), I just wanted to show that a rule like this can easily be implemented through the access rules.

While individuals and companies are the same model, you can restrict CRUD permissions on a model by domain filtering. Therefore we can give Create/Delete permission to a group only

Related Posts	Replies	Views
Odoo 11CE cannot create contacts despit "Other Extra Rights - Create Contacts" activated contacts permissions	0 Jul 18	1602
Limit visibility of contacts to users. Solved contacts rules permissions	2 Aug 22	2162
Restrict some of users to delete customers in odoo 15.0 contacts permissions restrict	1 Aug 22	1419
How to limit access to contacts contacts	2 Dec 24	136
No matching records found for the following name in field State: contacts	1 Nov 24	201

This question has been flagged

Enjoying the discussion? Don't just read, join in!