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How to assign a user to admin on sales, customer invoices and inventory

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Muhammad Fadil Khodadin

Hello,

I have a user which is assigned to 5 companies and has User: All documents for sales and Invoicing for accounting. However, for only 1 company, I want to set the user as admin in sales, invoicing and inventory. 

How can I achieve this?

Thanks.

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Ritik (Wan Buffer Services)
Best Answer

​Assigning administrative rights to a user for Sales, Invoicing, and Inventory in a specific company within a multi-company Odoo setup requires precise configuration. Here's how to achieve this:​

  1. Understanding Odoo's Default Behavior:
    In Odoo, user access rights are managed through groups assigned under each application. By default, these rights apply across all companies the user has access to, which can pose challenges in multi-company environments where differentiated access is needed.
  2. Configuring User Access Rights for a Specific Company:
    To assign administrative rights for specific applications in only one company:
    • Navigate to User Settings:
      Go to Settings → Users & Companies → Users.
    • Select the User:
      Choose the user you wish to configure.
    • Set Allowed Companies:
      Under the Access Rights tab, ensure the user has access to all relevant companies by listing them in the Allowed Companies field.
    • Assign Default Company:
      Set the Default Company to the one where the user will have administrative rights.
    • Configure Application Access:
      For each application (Sales, Invoicing, Inventory):
      • Set the desired access level (e.g., Administrator) for the company where full rights are required.
      • For other companies, assign a lower access level (e.g., User: All Documents or User: Own Documents Only) as appropriate.
  3. Utilizing Record Rules and Access Groups:
    Odoo's access control mechanisms, such as record rules and access groups, can be employed to fine-tune permissions:
    • Create Custom Groups:
      Develop custom groups that encapsulate the desired access rights for each application within the specific company.
    • Assign Users to Groups:
      Assign the user to these custom groups, ensuring that the permissions are applied only within the context of the designated company.
    • Define Record Rules:
      Implement record rules to restrict or grant access to records based on the user's company context, ensuring that administrative rights are effective only in the intended company.
  4. Testing and Validation:
    After configuring the settings:
    • Log in as the User:
      Verify that the user has administrative access to Sales, Invoicing, and Inventory in the specified company.
    • Switch Companies:
      Ensure that when the user switches to other companies, their access rights are appropriately limited as configured.
    • Adjust Configurations if Necessary:
      If discrepancies are found, revisit the user settings, groups, and record rules to make necessary adjustments.

At Wan Buffer Services, we specialize in configuring complex access rights in Odoo's multi-company environments. Our expertise ensures that your users have the appropriate permissions tailored to your organizational structure.

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