Skip to Content
Odoo Menu
  • Prijavi
  • Try it free
  • Aplikacije
    Finance
    • Knjigovodstvo
    • Obračun
    • Stroški
    • Spreadsheet (BI)
    • Dokumenti
    • Podpisovanje
    Prodaja
    • CRM
    • Prodaja
    • POS Shop
    • POS Restaurant
    • Naročnine
    • Najem
    Spletne strani
    • Website Builder
    • Spletna trgovina
    • Blog
    • Forum
    • Pogovor v živo
    • eUčenje
    Dobavna veriga
    • Zaloga
    • Proizvodnja
    • PLM
    • Nabava
    • Vzdrževanje
    • Kakovost
    Kadri
    • Kadri
    • Kadrovanje
    • Odsotnost
    • Ocenjevanja
    • Priporočila
    • Vozni park
    Marketing
    • Družbeno Trženje
    • Email Marketing
    • SMS Marketing
    • Dogodki
    • Avtomatizacija trženja
    • Ankete
    Storitve
    • Projekt
    • Časovnice
    • Storitve na terenu
    • Služba za pomoč
    • Načrtovanje
    • Termini
    Produktivnost
    • Razprave
    • Odobritve
    • IoT
    • Voip
    • Znanje
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industrije
    Trgovina na drobno
    • Book Store
    • Trgovina z oblačili
    • Trgovina s pohištvom
    • Grocery Store
    • Trgovina s strojno opremo računalnikov
    • Trgovina z igračami
    Food & Hospitality
    • Bar and Pub
    • Restavracija
    • Hitra hrana
    • Guest House
    • Beverage Distributor
    • Hotel
    Nepremičnine
    • Real Estate Agency
    • Arhitekturno podjetje
    • Gradbeništvo
    • Estate Management
    • Vrtnarjenje
    • Združenje lastnikov nepremičnin
    Svetovanje
    • Računovodsko podjetje
    • Odoo Partner
    • Marketinška agencija
    • Law firm
    • Pridobivanje talentov
    • Audit & Certification
    Proizvodnja
    • Tekstil
    • Metal
    • Pohištvo
    • Hrana
    • Brewery
    • Poslovna darila
    Health & Fitness
    • Športni klub
    • Trgovina z očali
    • Fitnes center
    • Wellness Practitioners
    • Lekarna
    • Frizerski salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Sistemi sončne energije
    • Izdelovalec čevljev
    • Čistilne storitve
    • HVAC Services
    Ostali
    • Neprofitna organizacija
    • Agencija za okolje
    • Najem oglasnih panojev
    • Fotografija
    • Najem koles
    • Prodajalec programske opreme
    Browse all Industries
  • Skupnost
    Learn
    • Tutorials
    • Dokumentacija
    • Certifikati
    • Šolanje
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Prenesi
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Dogodki
    • Prevodi
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Sklici kupca
    • Podpora
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Določanje cen
  • Pomoč

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

  • CRM
  • e-Commerce
  • Knjigovodstvo
  • Zaloga
  • PoS
  • Projekt
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
Pomoč

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

Naroči se

Get notified when there's activity on this post

This question has been flagged
access
1 Odgovori
2260 Prikazi
Avatar
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.

0
Avatar
Opusti
Avatar
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.

0
Avatar
Opusti
Enjoying the discussion? Don't just read, join in!

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

Prijavi
Related Posts Odgovori Prikazi Aktivnost
Granting Payslip Access to a Portal User: Troubleshooting Custom Group Permissions
access
Avatar
0
avg. 25
2139
How to change existing access right of some model in a ir.model.access.csv? Solved
access
Avatar
Avatar
Avatar
2
apr. 23
27465
How to create Hierarchical Access Rights Control
access
Avatar
0
dec. 20
4103
Multicompany Access Rights - Why is the field res.user.company_ids not used? Solved
access
Avatar
Avatar
Avatar
2
jun. 20
19044
JIRA Component invisible while creating new JIRA ticket
access
Avatar
0
dec. 18
3652
Community
  • Tutorials
  • Dokumentacija
  • Forum
Open Source
  • Prenesi
  • Github
  • Runbot
  • Prevodi
Services
  • Odoo.sh Hosting
  • Podpora
  • Nadgradnja
  • Custom Developments
  • Izobraževanje
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Sredstva blagovne znamke
  • Kontakt
  • Zaposlitve
  • Dogodki
  • Podcast
  • Blog
  • Stranke
  • Pravno • Zasebnost
  • Varnost
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 is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

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