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Hello,
I would like to restrict an Odoo user's access so that they can only view the invoices they have created, rather than all invoices across the company.
Could you please guide me on how to configure this restriction?
Thank you in advance for your help.
Best regards,
Hello, to restrict an Odoo user to only view their own invoices, follow these steps:
1. Enable Developer Mode: Settings > "Activate the developer mode".
2. Create a Group: Settings > Users & Companies > Groups > Create "Own Invoices Only" (Application: Accounting).
3. Set Access Rights: In the group, under "Access Rights," add "Invoices" (account.move) with Read enabled, Write/Create/Delete disabled.
4. Add Record Rule: Settings > Technical > Record Rules > Create:
- Name: "Own Invoices"
- Model: Invoices (account.move)
- Groups: "Own Invoices Only"
- Domain: `['|', ('invoice_user_id', '=', user.id), ('user_id', '=', user.id)]`
- Apply for Read: True, others False.
5. Assign User: Settings > Users & Companies > Users > Edit the user > Add to "Own Invoices Only" group, remove from broader invoice access groups (e.g., Billing).
This limits the user to viewing only their own invoices. Adjust if custom modules are in use.
Hi
How can I still allow the user to view all of their invoices through the accounting app. Meaning when they click on the accounting app a list of all of the invoices show just like all of the sales orders in the sales app.
This solution removes access to the accounting app.
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Thanks you ! Works perfectly
I just hope that if a Customer calls to speak to John about their Invoice on the day he had to leave on an emergency and Jane really wants to help, that the Customer will understand that only John can help! ;)