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orsomannaro

I created a user account for each salesperson, with "Personal documents only" as access rights to Sales. Then I entered a salesperson in the Salesperson field of each customer.

Now I would like a salesperson to see only his own customers.

How can I get this behavior?


TIA!

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orsomannaro
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I found a solution by creating a record rule with:

  • Object: Partner

  • Rule Definition: [('user_id','=',user.id)]

  • Group Name: Sales / User: Own Partners Only

But I have 2 problems:

  • user is able to delete partners even if the record rule has Apply for Delete set to False

  • user is not able to create a partner even if the record rule has Apply for Create set to False



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P.V.Anthony

I too am not able to create a partner. Found a solution for that?

If a solution is found for creating a partner, please share.

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Niyas Raphy (Walnut IT)
Best Answer

Hi,

For this you can add a record rule for the model res.partner, based on the field holding the salesperson




Thanks

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orsomannaro
Author

Thanks for your answer Niyas, but I'm a newbie with Odoo.

However, in the account parameters of Odoo 10 I can see "User: Own Partners Only": is this what I need? (It seems like no, to me)