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Steven Lee
On 2/27/23, 4:44 AM

To set up user access rights in Odoo to view specific orders based on certain requirements, you can follow these general steps:

  1. Define the criteria for the orders that each user should be able to view, such as specific customers, products, sales channels, or order statuses.
  2. Create user groups in Odoo that reflect these criteria. For example, if you want users to only see orders from specific customers, create a user group for each customer.
  3. Assign users to the appropriate user groups based on their role and responsibility.
  4. Set up access rights for each user group, defining which orders they can view and edit.
  5. Test the access rights for each user group by logging in as a user and verifying that they can only see the orders that meet the defined criteria.

Here are more detailed instructions on how to set up user access rights in Odoo:

  1. Define the criteria for the orders that each user should be able to view. For example, you may want to restrict access to orders based on customer, product, sales channel, or order status.

  2. Create user groups in Odoo that reflect these criteria. To create a user group, go to the "Settings" menu and select "Users & Companies" > "Groups". Click on the "Create" button and enter a name for the user group, such as "Customer A Orders".

  3. Assign users to the appropriate user groups based on their role and responsibility. To assign users to a user group, go to the "Users" tab in the "Users & Companies" menu, select the user, and add them to the desired user group.

  4. Set up access rights for each user group. To set up access rights, go to the "Settings" menu and select "Users & Companies" > "Access Rights". Select the user group and the model that you want to restrict access to, such as "Sales Orders".

  5. Configure the access rights for the user group by setting up record rules. For example, if you want to restrict access to orders based on customer, you can create a record rule that filters sales orders by customer name. You can also specify whether users can view, edit, or delete the records.

  6. Test the access rights for each user group by logging in as a user and verifying that they can only see the orders that meet the defined criteria.

By following these steps, you can set up user access rights in Odoo to view specific orders based on certain requirements. This can help to ensure data security and privacy while also allowing users to access the information they need to perform their jobs.


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Asked: 2/27/23, 4:40 AM
Seen: 399 times
Last updated: 2/27/23, 4:44 AM