Skip to Content
This question has been flagged
viewsaccessrights
2 Respostes
6736 Vistes
Avatar
Emil Dela Cruz

Hello!

Generally, a Sales Manager can see all sales orders created by Sales users within his team. But right now, the sales manager can only see his own sales orders and not of those created by the sales users.

In the access rights of  the Sales Managers group, it is configured for read/create/write/delete but no record rules set. It is the default setting by the way.

Am I missing something?

Avatar
Descartar
Avatar
Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,

By default there is no record rule for the group Sales/Manger, but there is record rule for the group See All Documents.



Sales Manager group is defined such a way that by inheriting the See All Documents groups, so the above rule will also work for the Sales Manager group too.


So in your case as it is not working, just upgrade the sales module or check whether the above record rule is altered or missing. Also make sure that Sales Manager group inherits the All Documents group.


Thanks

Avatar
Descartar
Avatar
Emil Dela Cruz
Autor Best Answer

Hi Niyas! Thank you for replying.

With this, will the Sales Manager be able to also see those orders created by all Sales Users set to Own Documents only?

Avatar
Descartar
Related Posts Respostes Vistes Activitat
Select multiple elements with XPath Solved
views
Avatar
Avatar
Avatar
Avatar
Avatar
5
de des. 25
51646
Filter out (hide) lines in tree component Solved
views
Avatar
Avatar
Avatar
2
d’abr. 24
5064
What are the different types of views available in Odoo? Solved
views
Avatar
Avatar
Avatar
Avatar
3
de juny 23
10544
view layout (two fields on the same row within an xpath) Solved
views
Avatar
Avatar
2
de juny 23
7511
Create view without model, only with buttons and text
views
Avatar
Avatar
Avatar
3
de març 23
12614