FAQs
Odoo14Portal access for customer
Currently, I am deploying Odoo 14 for a company. For this purpose, I configured a client company which has employees as clients for whom I entered the name of their company on the client creation form.
I created portal access for employees.
My problem, when an employee logs in, he sees not only his invoices but also the invoices of other employees. I would like each employee to see only their invoice.
Did you have a look at the portal group record rules under Technical > Security > Record rules?
There you will find a standard rule for the portal user group, for the account.move model.
[('move_type', 'in', ('out_invoice', 'out_refund', 'in_invoice', 'in_refund')), ('message_partner_ids','child_of',[user.commercial_partner_id.id])]
So I'm not sure if you would like this to be applied for all portal users or not, if so you can change the rule to
[('move_type', 'in', ('out_invoice', 'out_refund', 'in_invoice', 'in_refund')), ('message_partner_ids','child_of',[user.partner_id.id])]
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