Project Restrict Customer Access
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Odoo
$ 17.11
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Project (project) • Discuss (mail) |
| Lines of code | 107 |
| Technical Name |
project_user_customer_access |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Restrict Project User Own Customers / Contacts Access
Customers / Contacts Filter for Restricted Project User
Project User Own Customer(s) / Contact(s) Odoo App
This app allows your project user to see their own customers/contacts in selection of customer/contact. And also it restricts project users to see all the contacts in the contacts menu of Odoo.
Main Features:
- Restricted project users can view only customers/contact where they have set as restricted project users on contact / customer form.
- Allow your project manager to set Project User(s) on customer/contact form so only selected restricted project users can see contacts/customers in the list. Please note that the project manager can see all the customers/contacts since they do not get any restriction by our app.
- This restriction to restricted project users will apply to the whole system where customer / contact has to be selected.
- Restricted project users can list or select on customers where they have access.
- Make sure you set the "View Limited Customers (Project User)" group on that Restricted Project User form.
- For more details please see below screenshots and watch the video.
Edition Compatibility:
Enterprise Odoo.sh Community
Configuration on User form as Group
Restricted Project User See Limited Customers in the List View of Contacts Menu
Restricted Project User can Search Limited Customers in the Customers Search View too
After Search Empty Result Comes Since the Restricted Project User does not have Access to that Customer
Configuration: Restricted Project Users on Customer Form
Restricted Project Users see Limited Customers on Task Customer Field
Restricted Project Users see Limited Customers on Task Customer Field
NEED INSTALLATION, CUSTOMIZATION, MIGRATION, OR SUPPORT?
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Email:
contact@probuse.com
Website:
https://probuse.com/
contact@probuse.com
Website:
https://probuse.com/
Call / WhatsApp:
+91 96011 19434
+91 78745 43092
Apps & Solutions:
https://probuseappdemo.com/
+91 96011 19434
+91 78745 43092
Apps & Solutions:
https://probuseappdemo.com/
Contact Us Today for Expert Odoo Consulting, Development, and Support Services.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Project (project) • Discuss (mail) |
| Lines of code | 107 |
| Technical Name |
project_user_customer_access |
| License | See License tab |
| Website | http://www.probuse.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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