Skip to Content
This question has been flagged
3 Replies
7688 Rodiniai
Portretas
Sylvain Courant

Hi 

I am new on odoo and I am trying something simple which should be by default:

I have 2 users, and the databases of customers is not shared between users. How can I share the access for both users?

Thanks

Portretas
Atmesti
Mantavya Gajjar (mga)

Can you explain more with scenario ?

Remya

I think you want to share the database, but dont want to share the customers details. right??

Portretas
Kevin McMenamin
Best Answer

set up two companies - each user has rights to one company only. Customers can be linked to a company (so visible in that company only) or not linked (visible to both)

Portretas
Atmesti
Portretas
Sylvain Courant
Autorius Best Answer

Hi Kevin and Mantavya

 

Actually it s in only one company. Let s see the scenario

I create a company and I created a admin user. Let s call it "user 1".

With this user, I imported my customers database.

Then I created a new user: let s call it "user 2"

With this user 2, I can not see the customers database. My user 2 is responsible of everything (sales, accounting...) sso I have the windows customers (clients) but it s empty.

Where is the parameters which opens the database to all the users?

Thank you for your help

Sylvain

Portretas
Atmesti
Ludo - 21South

Have you checked to see if user 2 has the appropriate rights to view customers and sales? If so, have you also checked when opening a view that no filter is active (top right corner, should say something like "my sales" or "my").

Portretas
Michael St-Georges
Best Answer

Hi,

Make sure your users are part of the same sales team and there is no salesperson assigned to your customers.

Portretas
Atmesti