Project Restrict Customer Access

by
Odoo

16.25

v 14.0 Third Party 1
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Project (project)
Discuss (mail)
Lines of code 94
Technical Name project_user_customer_access
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 14.0 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Project (project)
Discuss (mail)
Lines of code 94
Technical Name project_user_customer_access
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 17.0 14.0 15.0 16.0

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

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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).

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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
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compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

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