Skip to Content
Odoo Menu
  • Prihlásiť sa
  • Vyskúšajte zadarmo
  • Aplikácie
    Financie
    • Účtovníctvo
    • Fakturácia
    • Výdavky
    • Tabuľka (BI)
    • Dokumenty
    • Podpis
    Predaj
    • CRM
    • Predaj
    • POS Shop
    • POS Restaurant
    • Manažment odberu
    • Požičovňa
    Webstránky
    • Tvorca webstránok
    • eShop
    • Blog
    • Fórum
    • Živý chat
    • eLearning
    Supply Chain
    • Sklad
    • Výroba
    • Správa životného cyklu produktu
    • Nákup
    • Údržba
    • Manažment kvality
    Ľudské zdroje
    • Zamestnanci
    • Nábor zamestnancov
    • Voľné dni
    • Hodnotenia
    • Odporúčania
    • Vozový park
    Marketing
    • Marketing sociálnych sietí
    • Email marketing
    • SMS marketing
    • Eventy
    • Marketingová automatizácia
    • Prieskumy
    Služby
    • Projektové riadenie
    • Pracovné výkazy
    • Práca v teréne
    • Helpdesk
    • Plánovanie
    • Schôdzky
    Produktivita
    • Tímová komunikácia
    • Schvalovania
    • IoT
    • VoIP
    • Znalosti
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Priemyselné odvetvia
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Reštaurácia
    • Fast Food
    • Guest House
    • Beverage distributor
    • Hotel
    Reality
    • Real Estate Agency
    • Architecture Firm
    • Konštrukcia
    • Estate Managament
    • Gardening
    • Property Owner Association
    Poradenstvo
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Výroba
    • Textile
    • Metal
    • Furnitures
    • Jedlo
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware and Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Iní
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Komunita
    Vzdelávanie
    • Tutoriály
    • Dokumentácia
    • Certifikácie
    • Školenie
    • Blog
    • Podcast
    Empower Education
    • Vzdelávací program
    • Scale Up! Business Game
    • Visit Odoo
    Softvér
    • Stiahnuť
    • Porovnanie Community a Enterprise vierzie
    • Releases
    Spolupráca
    • Github
    • Fórum
    • Eventy
    • Preklady
    • Staň sa partnerom
    • Services for Partners
    • Register your Accounting Firm
    Služby
    • Nájdite partnera
    • Nájdite účtovníka
    • Meet an advisor
    • Implementation Services
    • Zákaznícke referencie
    • Podpora
    • Upgrades
    ​Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Získajte demo
  • Cenník
  • Pomoc

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Účtovníctvo
  • Sklady
  • PoS
  • Projektové riadenie
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tagy (View all)
odoo accounting v14 pos v15
About this forum
Pomoc

How can I isolate the information between users?

Odoberať

Get notified when there's activity on this post

This question has been flagged
securityrolespermissions
1 Odpoveď
8188 Zobrazenia
Avatar
mcindietech

I need to setup OpenERP in a scenario in which, I want certain users outside my company, belonging to others, can access the system but can not see the information of other users, only yours, for example, their contacts, clients, etc. I especially want to commercial vendors can not see the rest of commercial information between theirs, but they can all work on the same platform.

I am interested isolate CRM information, they would not have access to other modules, such as my company's own employees.

It would be possible to do this through a multi-company setup or need a security module that allows setting permissions more fully?

In SugarCRM was made ​​possible by a module, roles and permissions, but unknown to the security model using OpenERP, if anyone can give me any indication, it would be greatly appreciated.

Thanks!

2
Avatar
Zrušiť
Avatar
Ray Carnes
Best Answer

If you haven't already, you should look at the Portal module.

"Customize access to your OpenERP database to external users by creating portals."

A portal defines a specific user menu and access rights for its members. This menu can ben seen by portal members, anonymous users and any other user that have the access to technical features (e.g. the administrator). Also, each portal member is linked to a specific partner.

The module also associates user groups to the portal users (adding a group in the portal automatically adds it to the portal users, etc). That feature is very handy when used in combination with the module 'share'.

It has additional modules that sit on top of it, such as the Portal Sale module:

"This module adds a Sales menu to your portal as soon as sale and portal are installed."

After installing this module, portal users will be able to access their own documents via the following menus:

  • Quotations
  • Sale Orders
  • Delivery Orders
  • Products (public ones)
  • Invoices
  • Payments/Refunds

If online payment acquirers are configured, portal users will also be given the opportunity to pay online on their Sale Orders and Invoices that are not paid yet. Paypal is included by default, you simply need to configure a Paypal account in the Accounting/Invoicing settings.

For CRM, I believe the only thing that is available on the portal is a lead generation form.

2
Avatar
Zrušiť
mcindietech
Autor

Thanks Ray. I will try this module. I have seen the download page for this module, but there is no version for OpenERP 7, or I have to try with "thunk" version?

Ray Carnes

This module IS part of 7.0. It is shipped with the software and/or available from Settings --> Modules --> Apps.

mcindietech
Autor

Ok Ray. I have seen this comment "For CRM, I believe the only thing that is available on the portal is a lead generation form", and CRM is the most important information that I want isolate for every external user, so is there another module for implement permissions and security in OpenERP 7?

Ray Carnes

Is your definition of CRM the same? To OpenERP, CRM is really just leads and opportunities - the internally managed first part of the sales funnel, not customers. What exactly do you want shared to your customers?

mcindietech
Autor

I agree with you on the definicición of CRM, but the problem is that my client it would be like every member of the sales team had its own private CRM, but all information is available to managers, who could see everything.

Juanjo Algaz

Maybe portal module is not your solution.You can use the groups and rules for this porpuse. See on user configuration, Sales User: Own Leads Only

Ray Carnes

Now that I understand your question better, I think you want to look (at least) at Sales Teams.

mcindietech
Autor

Hi Juanjo, I need isolate all information in CRM, not only leads, but I will try this. Thanks!

mcindietech
Autor

Hi Ray, I didnt know about Sales Teams, I will try too this option. Multi-Company configuration can be another option, but Im not sure about this, still Im looking for a solution.

mcindietech
Autor

Well, after try many ways, I have see an option called "Technical options" in Access Righs for every user. If you check this option, you can get much more control and you can use many options was hidden. One of this is you can create groups, in fact, default Access Rights are the default groups en OpenERP, but you can create others, and apply rules and more control access.

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Registrácia
Related Posts Replies Zobrazenia Aktivita
How to segregate contact records using record rules
security record_rules permissions
Avatar
Avatar
2
nov 24
2200
Disable Model Writing based on dynamic condition
security permissions v13
Avatar
0
sep 21
2744
How define Exclusive Groups
security groups roles
Avatar
Avatar
1
okt 15
8150
How can I assign different managers to different warehouses?
security warehouse permissions
Avatar
Avatar
2
mar 15
4696
Allow users in a group to edit their own user data.
security users rules permissions
Avatar
Avatar
1
júl 24
4834
Komunita
  • Tutoriály
  • Dokumentácia
  • Fórum
Open Source
  • Stiahnuť
  • Github
  • Runbot
  • Preklady
Služby
  • Odoo.sh hosting
  • Podpora
  • Vyššia verzia
  • Custom Developments
  • Vzdelávanie
  • Nájdite účtovníka
  • Nájdite partnera
  • Staň sa partnerom
O nás
  • Naša spoločnosť
  • Majetok značky
  • Kontaktujte nás
  • Pracovné ponuky
  • Eventy
  • Podcast
  • Blog
  • Zákazníci
  • Právne dokumenty • Súkromie
  • Bezpečnosť
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo je sada podnikových aplikácií s otvoreným zdrojovým kódom, ktoré pokrývajú všetky potreby vašej spoločnosti: CRM, e-shop, účtovníctvo, skladové hospodárstvo, miesto predaja, projektový manažment atď.

Odoo prináša vysokú pridanú hodnotu v jednoduchom použití a súčasne plne integrovanými biznis aplikáciami.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now