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Hello Everyone!
How Can I restrict some certain users from viewing some certain contact like the ones that has "VIP" contact tags in Odoo 17?
Thanks in advance!

Awatar
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Najlepsza odpowiedź

Hi,

You can achieve this by following the steps below:

  1. Go to Settings and enable developer mode.
  2. Create a new user group with the application as Other Extra Rights and provide a name for it, such as "Restrict VIP Contacts." Add the users you want to restrict to this group.
  3. Create a record rule with the following configuration:

  • Here, Set the domain filter to: ["|", ("category_id", "not in", [1]), ("category_id", "=", [])]. Here, [1] represents the external ID of the "VIP" tag in my instance. Replace it with your specific external ID.
  • Add the user group you created ("Restrict VIP Contacts") under the Group section of the record rule page.
  • Select all the access rights in the record rule.

By doing this, you can restrict certain users from accessing contacts with the "VIP" tag.

Hope this helps.

Thanks.

Awatar
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Autor Najlepsza odpowiedź

It didn't work out for me. I followed the this process proveded here, when I log into odoo with the account I added to the group, I still see those contacts.

Awatar
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Najlepsza odpowiedź

Hi,

Step 1: Create a Security Group

Go to Settings > Users & Companies > Groups.

Click on Create to create a new group.

Name the group, for example, "VIP Contact Access".

Add the users who should have access to VIP contacts to this group.

Step 2: Create a Record Rule

Go to Settings > Technical > Security > Record Rules.

Click on Create to create a new record rule.


1. Name: VIP Contact Restriction

2. Model: Contacts

3. Global: Uncheck this box to make the rule specific to a group.

4. Apply for: Select the security group

In the Domain field, enter the following domain.[('category_id.name', '!=', 'VIP')]


Hope it helps

Awatar
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Hi. So after completing these steps, how can one input a contact and apply this restriction in the Contacts app? I tried looking but could not find where to set it.

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