Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

User/Employee can't view all customers

Subscribe

Get notified when there's activity on this post

This question has been flagged
customers
6 Replies
11461 Views
Avatar
James Utru

Hello Guys & Gals,

 

I am still new to Odoo so please forgive my ignorance.

I have run into a small situation that I haven't figured out. 

I setup two Primary Users. Admin and Ly

I setup 10 Client Companies in the Sales-Customers section

I also setup each Client Company's Owner/CEO as a USER

I then setup an Empoloyee and connected that Employee (Ly) to one of the Primary Users (Ly)
 

When logs in she is unable to see any of the Client Companies (Customers) that I added under the Administrator account.

I checked out permissions, etc. and still can't figure what I am doing wrong. 

Could someone please assist me in this?

Please understsand I am still new so the more details the better but thanks in advanced.,

2
Avatar
Discard
James Utru
Author

Here's a bit more information: I added Clients Companies using the Administrator account and I created a user with same rights as Administrator and when that new user logs in, he can't view the Client Companies/Partner that I added while I was logged as the Administrator.

Avatar
Abhimanyu Kumar Gaur
Best Answer

I have also faced the same problem but I find out the issue.

just go to Other Extra Rights and uncheck your portal and public option from your user.

Settings-->Users--> Other Extra Rights-->Portal,Public

now user can see all customer.


1
Avatar
Discard
Avatar
Georg von Köller
Best Answer

Following the tips of eliminaten Portal and Public I also solved the problem.

It seems that Portal restricts users to matters only related to them. Public only related to stuff marked as public... so users with such permisions are pretty restricted.

1
Avatar
Discard
Avatar
Luis Vazquez
Best Answer

Thank you very much for your answer !!! best regards, -LV

0
Avatar
Discard
Avatar
GP Nicolai
Best Answer

For some reason i have a similar problem, but I have that when people use Internet Explorer (11) they see only four contacts but if they use google chrome, they can see all contacts and businesses.

0
Avatar
Discard
Avatar
James Utru
Author Best Answer

I was having the same problem and after loading with the demo data and discovering the demo account was able to perform the task, I began a slightly tedious process of elimination.

I realized if I assigned the user Public and Portal in ACCESS RIGHTS (tab) - Other (section), I was unable to view any of the current customer information (demo data). 

I was going to upload the image here but it says I need more than 30 Karma... I'm pretty sure I've got thousands of Karma... both good and bad. :-)

0
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
branches customer
customers
Avatar
Avatar
1
Apr 23
4434
Client listing ordered by Credit Limit fails
customers
Avatar
0
Jan 17
4032
Custom report why cant access all object atributes
customers
Avatar
0
Jun 16
4501
a user have permision to sales own leads but the customers not shown in dropdown list in sales order
customers
Avatar
0
Mar 15
3751
How to see only own customer Solved
customers
Avatar
Avatar
Avatar
Avatar
3
Feb 24
13111
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now