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Which settings do i have to do, that every user sees only his own customers?

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Buang

Hi Erik, I have the same problem, and I try this: create a group similar to SALES / USER: OWN LEADS ONLY with another RULE similar to OWN LEADS or OWN PHONE CALLS rules, and I set the access of the new rule to read, write, create and delete, works fine to show only own customers, but when I try create a new customer fail, access denied error show me.

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You need to create a record rule from Settings --> Technical --> Security --> Record Rules like ir.ui.view.custom object. Set the object as res.partner and Add related domain in Domain section.

Note: There are already few rules, created for Partner. So with new rule, it may not work because of other existing rules. So create a new Role for that and assign that role for particular that Record rule and also to the new login user. Hope this will help you.

Thanks, Priyesh Solanki

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Buang

I've the same problem and I've tested your solution BUT when I create a new crm.meeting object, I've an error message "Access Denied by record rules for operation: read, uid: 15, model: res.partner" "Document type: Partner, Operation: read " when I try to set a new attendee. I can create a new thread in the forum if you want.

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Go to the customer list and select the filter "My Partner"

image description

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Buang

We have several external salesman and we don't want they can see other customer then their own.

Hi Denis, I need the same of you too.

i have this problem too . how should i can fix it

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i have this problem too . how should i can fix it

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Buang
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