idk if its in any of the video but is there a way to restrict the access of certain categories to only that department? for example, the finance people can only access the finance category in the purchase app/product app? not with filters, but they can only access the data they need for their department?
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Yes, Odoo supports this kind of access restriction, but it requires the use of record rules and security groups, not just filters.
Restrict access so that users in a department (e.g. Finance) can only see products or purchase categories relevant to them — for example, only products in the "Finance" category.
How to do it (technical overview):
1. Create a security group per department (if not already existing):
Go to Settings → Users & Companies → Groups
- Create group: e.g., Finance Access
- Assign it to finance users
2. Tag or classify your products/categories:
Use a custom field or existing category to mark records as "Finance", "IT", etc.
- Example: Add a Many2one field on product.template called department_id that links to a Department model
- Or use existing categ_id (Product Category) and name them accordingly
3. Define a record rule:
Go to Settings → Technical → Security → Record Rules
Create a rule for the group Finance Access, and apply it to product.template or product.category.
✅ Example domain:
python
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[('categ_id.name', 'ilike', 'Finance')]
Or if you added a department_id field:
python
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[('department_id.name', '=', 'Finance')]
- Apply to Read, Write, Create, Delete as needed.
- Scope: product.template, purchase.order, etc.
Hope this will help you!
Yes, you can do this in Odoo using Record Rules and Security Groups, not just filters.
✅ Steps:
- Create a security group for the department (e.g., Finance).
- Assign users from that department to the group.
-
Create a record rule on product.category like:
Or use a custom field like allowed_group_ids if needed.python
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[('name', 'ilike', 'Finance')]
- Apply the rule only to the Finance group.
- (Optional) Add a similar rule to product.template to restrict products by category.
🔒 This way, Finance users will only see their categories/products, not others — it's a real access restriction, not just a UI filter.
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