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

Restrict users to see all projects

Naroči se

Get notified when there's activity on this post

This question has been flagged
configurationprojectv18
3 Odgovori
237 Prikazi
Avatar
Pedro Lopez

I'm trying to configure project privacy so that users can only see the projects they've been invited to or they create, and i need that users can still create new projects, assign stages, and tasks.

Initially, I added the users to the administrators group, but they could see all projects; after i assigned them in the users group, but could not create projects.

0
Avatar
Opusti
Sujata

Use " = " for single values: ('partner_id', '=', 3)
Use " in " with a list: ('partner_id', 'in', [3])

Avatar
Andrew Rose
Best Answer

How to allow the regular project User group to create project:

For the below steps we are using Odoo 19 Enterprise with demo data Mitchell Admin is acting as Admin and Marc Demo as a regular user.

Step 1) Go into the General Settings and Activate Developer mode.

Step 2) Then select Users & Companies --> Groups as shown in the screenshot below:

Step 3) Select the record “User”:

Step 4) Go into the form view of the selected Project User record from the previous step:

Step 5) Now select the Access Rights tab and give "Create Access" to the line with Project as its Model as shown below (also add "Write Access" if you want the user to have access to editing project fields):

Alternatively do the above steps you can make a new User group for Project and allow this field.

How to make projects visible only when following or created:

Ensure we have enabled developer mode as per step 1 of the previous solution.

Step 1) Click the project app and Configuration -> Projects:


Step 2) Then click one of the projects in the resulting list, we selected Renovations in these steps.

Step 3) Next click the settings tab and you should see similar to the following:

For the Visibility field you are selecting either “All internal users” or “All internal users and invited portal users” and so to hide this project you should select “Invited internal users” or “Invited internal and portal users”

Step 4) Confirm and save your change of setting to “invited internal and portal users”:

After completing the above step 4 you should confirm that regular user, for us Marc Demo, can no longer see the Renovations project as they are not a follower. 

The remaining steps show how to make this the default visibility setting for new projects going forward.

Step 5) Click the debugging icon in the top menu and then select “Set Default Values” as shown in screenshot below:


Step 6) The following popup should be shown:

Step 7) Fill it out as follows in the screenshot below and press “Save Default”

Step 8) Confirm that was saved correctly by creating a project from admin, in our case Mitchell Admin, and checking that regular uninvited user does not have visibility for this project.

0
Avatar
Opusti
Avatar
Sujata
Best Answer

Hi Pedro Lopez,

Use Record Rules instead of group-based access

  1. Keep users in the "User: All Documents" group (or create a custom group with project creation rights)
  2. Create a record rule on the project.project model:

    • Domain: ['|', ('user_id', '=', user.id), ('message_partner_ids', 'in', user.partner_id.id)]
    • Apply on Read: Yes
    • This ensures users see only:

      • Projects they created (user_id)
      • Projects they're followers/members of (message_partner_ids)
0
Avatar
Opusti
Pedro Lopez
Avtor

thank you, i'm trying to create the record rule with your recomendation but get this message: Invalid Domain: Invalid domain term ('partner_id', 'in', 3)

Avatar
Flavio Hernández
Best Answer

you could try and make a group for this users with a record rule so they can only see or access a field where you assign users

0
Avatar
Opusti
Pedro Lopez
Avtor

yes i tried but if i let them in the user group the users still cant create new projects

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
How to automatically create only one project (from template) for a Sale Order, even if it has multiple service lines?
configuration project
Avatar
Avatar
1
nov. 25
438
[Odoo V12] How to use OpenAI with Odoo 12 (Python 3.6+ required)? Solved
configuration project
Avatar
Avatar
Avatar
2
jun. 25
2596
Subtasks on Calendar View
configuration project
Avatar
Avatar
1
dec. 24
1644
ODOO 19 Enterprise manual
configuration accounting project
Avatar
Avatar
1
okt. 25
914
Override price list with quote
development configuration v18
Avatar
Avatar
Avatar
Avatar
3
maj 25
1398
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