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Hi,

Is it possible to have visibility on customers, sales, invoice according to salesman ?

Example :

Customer1 visible by User1 (salesman)

Customer2 visible by User2 (salesman)

Customer1 and Customer2 visible by (sales director)

Doable ? natively or by custom module ?


Thanks

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En İyi Yanıt

Hi,

It can be done by using the record rules. Either you can write a rule from the UI or can create it as a custom module.


If from UI:

Activate the developer mode and navigate to Settings -> Technical -> Security -> Record Rules


For more have a look at this link: https://www.odoo.com/documentation/10.0/reference/security.html


Thanks

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Vazgeç
En İyi Yanıt

Hi Jordan it is all about to record rules and you can either do it by developing your new module or you can do it from Settings -> Technical -> Security -> Record Rules where you can add needed rights.


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Vazgeç
En İyi Yanıt

By default, we have access rights see own sales means the user can see the sales where sales person == current user . The same way you can do for customers.

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Vazgeç
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