Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hi,
For different reason, I give to some salesperson a Grant Portal Access.
When they log in they have access to all the sales and purchases of the company. I'm not happy with this.
I would like to let them see only the sales on the one they are named as salesperson.
Is it possible ?
How can we manage to do that ?
Thanks,
Olga
Yes, It's possible. Please goto Setting > Users and companies > Users > [Select that salesperson] > Edit > 'Show every apps access' [select only Sales > 'User Own Document only'] and others will be empty or null
At last, Click the SAVE button. The salesperson will be show only Sales menu.
thank you but they are not User only Grant Portal Access User... So I can't find them in this list...
Another Idea to expolore?
Another way create record rules to control using group. Such as create salesperson group and permission what you want.
Thanks.
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
Registrati| Post correlati | Risposte | Visualizzazioni | Attività | |
|---|---|---|---|---|
|
1
ago 19
|
3111 | ||
|
1
mar 15
|
5187 | ||
|
0
dic 24
|
783 | ||
|
1
ago 24
|
1725 | ||
|
Access denied customer portal !!
Risolto
|
|
1
gen 24
|
12994 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
try to use record rule level to manage your salesperson