How to set visibilities on customer according to users

Question

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

Niyas Raphy (Walnut Software Solutions) · Accepted Answer

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 [1]

Thanks

[1] https://www.odoo.com/documentation/10.0/reference/security.html

Jainesh Shah(Aktiv Software) · Answer

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.

Pinakin Nayi (pna) · Answer

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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