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view and modify by groups

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Wolbackia

Hi, I'm starting with Odoo and I'm looking for a few things to do and I can't find any information.

I would be grateful for any kind of help and I would also like you to recommend me training courses to learn everything about odoo as I want to specialise in the implementation of CRM and ERP in companies as it would be an ideal complement to the services I currently provide

These are examples of modifications that I am trying to make and I can't find a way:

-I can't find information about permissions, users and groups, I've been working with suitecrm before and this is a very intuitive topic I'll give you an example:

I want to create a group that is called south zone representatives where there are several commercials, these commercials I would like to give them only permissions to view, modify and list only the records of this group.

I also want them to only be able to see the tasks in the calendar of this group and not the other users.


-I would also like to know how to modify, add fields to the different example modules:

I want to be able to add a text field to the add meetings form which is for example number of people per house.


I imagine that these are not simple answers, I hope you can help me.

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Wolbackia
Penulis Jawaban Terbai

Thank you very much for your answers. I will study all the documentation you have given me

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Chris TRINGHAM
Jawaban Terbai

Security in Odoo is quite flexible.  You can create user groups and grant them access either to a Model (db table) or to selected records.

So you could have a group called "south zone representatives" that can only view their own records, and a manager level that can view all records.  Or you could grant these users read and update access to their own records and other users can view only.

https://odootricks.tips/security/

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Kanakinfosystems
Jawaban Terbai

Hi,

1.) You can go through the videos and courses that are available on https://www.odoo.com/slides/all

2.) For all your queries mentioned go to  https://www.odoo.com/documentation/13.0/  

3.) Check out  https://www.odoo.com/page/scale-up-business-game 


Thanks


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