How to enable portal users as salespeople

Question

Some users have outsourced salespeople which not necessarily will be Odoo users. In order to keep track of the sales done by outside salespeople, creating a portal user for them and assigning them to sales orders is a good workaround

Lucas Barros (lub) · Accepted Answer

Activate Developer Mode. Go to sales.order, form view. Click on the bug right next to your user on the top right of the screen > Edit View: Form Go to Inherited Views > go to the Odoo Studio view (or create a new inherited view): Add this xpath to change the domain of the field user_id : ["|",["groups_id","in", 23 ],["groups_id","in", 8 ]] Make sure that you are adding t

Fred Achtien · Answer

.

Chris · Answer

In case anyone was wondering:
The solution worked perfectly without needing to access the backend. *Unfortunately*, the same solution applied to the Odoo Studio view or other views in the Contacts module does not affect the Salesperson field.
*Solution in Contact module:*
Go to Contacts and open any contact. Open Studio. Click on Salesperson and then Domain. Edit the filter to: ["|", ("share", "=", False), ("share", "=", True)]

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