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Hi,

I need to allow salesperson to see his customer only when he logged in through his account. for that I created a new group and create a record rule.

<record id="customer_only" model="ir.rule">
<field name="name">Own Customer Only</field>
<field ref="base.model_res_partner" name="model_id"/>
<field name="domain_force">['|',('user_id','=',user.id),('user_id','=',False)]</field>
<field name="groups" eval="[(4, ref('module_name.group_id'))]"/>
</record>

but still salesperson can see others salesperson's customers. and their is no other rule applied to the res.partner module.

could anyone help me resolve this.

Thanks in advance!

Avatar
Abbandona

If there are no other rules for the same model, just make sure that the newly create group is assigned for the logged in user whom you selected to test

Autore

Hi Niyas,

newly created group is assigned to the test user.

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