How to Set Access Rights In Odoo 16 CRM |  What Are the Access Rights Available in Odoo 16 CRM – CBMS Odoo ERP

How to Set Access Rights In Odoo 16 CRM | What Are the Access Rights Available in Odoo 16 CRM – CBMS Odoo ERP

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1 minute, 15 seconds Read

In this video, we will be discussing how to add users and manage their access rights in Odoo. In Odoo, the user is the one who has access to the database. #odoocrm

We can add as many users as we want and decide which type of information the user can access by giving access rights to them.
Add Users For adding a new user, go to settings.
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Manage Users or Setting – Users & Companies – Users. It will list all the existing users in the database, and to create a new one, click on the Create button.

In the user form, fill the needed information. A user can be set for multiple companies; also we can specify the default company of the user. Under the Access Rights tab, we can select a group on each application to specify the user access. The applications will be listed based on applications installed on the databases.
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By activating developer mode, there will be an option for selecting the type of user.

Internal users can access the application, defining user access to each module.Portal users are usually customers also we portal access; They only get to see theirs to documents.

Public users can access the website using a URL; limited access is available for this type of user.Portal and public users do not allow you to choose access rights.

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Comments

  1. avatar
    @SmartDreamVacations says:

    Can you assign leads to an employee and only allow them to see their leads? Can you assign more than one person to a lead? Example, can you make it where an employee and their manager are the only people that can see employee leads?

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