Heey Odoo's, i'm encountering a problem with user permissions and group settings in the Odoo Sales module, specifically regarding the creation of quotes and selection of salespersons. Here's a breakdown of the situation:
Objective: I'm attempting to create a custom user group to manage the workflow from Opportunity to Quote to Sales Order to Invoicing in Odoo Sales.
User Setup: I've created a new user named "User1" to manage this workflow.
Group Configuration: To achieve this, I split the default user group "Sales/User: Own Documents Only" and customized permissions for my workflow.
Issue: When using the split user group, I encountered unexpected behavior during the creation of quotes:
The "Salesperson" field does not automatically display the current user ("User1").
When attempting to manually select "User1" from the dropdown list, the user is not found.
However, after creating the quote and proceeding to create invoices, the "Salesperson" field correctly displays the full list of salespersons, including "User1".
Troubleshooting: I've already tried the following troubleshooting steps:
Verified group permissions and user memberships.
Reviewed field configuration and dependencies.
Temporarily reverted to default configuration for comparison.
Checked for any relevant record rules.
Request for Assistance: Despite these efforts, the issue persists. I'm seeking guidance from the Odoo community on potential solutions or further steps to diagnose and resolve this issue.
Any insights, suggestions, or similar experiences would be greatly appreciated! Thank you in advance for your help.
I updated my answer
greate! but in this case, the user will be added to the default group automatically due to inheritance and will thus have access to these permissions. Reason for this rule in Odoo: “Inherited means that users added to this app group are automatically added to the next groups”.
Chris Tringham, thank you for your answer. The problem is now resolved thanks to your assistance!