Access to official records in the organization tends to differ from one individual to another. This depends entirely on the role or job status of the person in the organization. Managers have access to nearly every report in the office as they are in a supervisory position.
The employees, however, would only provide access to their records pertaining to work. The case is not different for a vendor and customer. There will be very limited access to official records for them too. It is therefore vital that the company holds all protocols and gateways for transferring information. User configuration and system accessibility allows ensuring that only relevant records are transferred on to each user
Creating user categories ensures customer access to their own documents and only the necessary works are forwarded. Odoo distinguishes users with three different types of access based on the user class. With Odoo we can easily manage that.
Configuration of users with different user types.
To configure this we have to activate the Developer Mode.
Note: A user may only be created by the Manager(admin).
Select the menu User & Company > User
Having accessed the user page click on the ‘create’ button.
This is the form to create a user. There are some mandatory fields.
Name: We have mentioned the user name
Email: Mention also the mail address
Now under the ‘Access Rights’ tab, we shall check the different user types.
Types of Users
- Internal user
- Portal user
- Public user
In this instance, one can have access to the application. We will define access to every module here.
Let’s create an internal user.
How it works in sales.
Tap on the dropdown list of the sale. There one can see several security categories providing the related framework for various forms of internal user access. We may alter the authorization manually by modifying the relevant module's.csv file.
We have three permits for the sales module.
User: Own Documents Only
Here the user gets access only to their own created documents.
User: All documents
Here the user gets all the permission that a manager has.
Note: These features shown above tend to vary from one module to another.
Let’s check how it works in each module.
User: All documents can be accessed here.
Manager: He can access the reporting, configuration, and settings of the module. Only she can lock and unlock the documents.
User: All documents of this module are accessed.
Manager: can access the reporting and configuration of the module.
Billing: Access to consumer and product-specific documents.
Accountant: Access to Overview of Accounts, Reports, and configuration.
Advisor: Will have access to Configuration and Accounting menu settings.
User: Will have access to overview, planning, operations, master data, and reporting
Manager: Will have the configuration and settings options also
User: Will have access to Overview and quality control.
Manager: Will have access in the Quality Control, to reporting, configuration tab and control points. After the user's validation, the manager will shift stages from pass to fail.
User: Will have Document access, overview, Engineering Change Orders, and master data.
Manager: Will have access to reporting, configuration and admin can only create phases in engineering change orders.
Equipment Manager: Access to All workers and badges. In this module can't perform any operations on the documents.
Officer: Will have access to the department menu, Challenges and History of Goals in Challenges tab. Officers can do any operation.
Manager: Configuration control, and can build contracts.
Officer: Will have access to all records and can conduct any operation.
Manager: Able to see the module's overview.
Officer: Will have access to all documents, and execute every activity on this document.
Manager: Able to access Configuration Menu Settings.
Officer: Will have access to the Menus for My Expenses and Expense Report.
Manager: Access to Expenses Report and Configuration.
User: Will have access to all records, plus can execute any operations on records.
Manager: Access all of the reporting and configuration processes on this module.
Manual attendance: Access to building your own attendance.
Officer: Access to report on attendance and management of attendance.
Manager: Access to Settings Menu.
Officer: Can have access to all appraisal
Director: Have access to reports.
Officer: Can have access only to created documents.
Manager: Have access to all documents, Batch of Payslips, and Settings.
User: Have access to all records but can not build and edit events.
Manager: Will have access to the reporting and configuration settings for every process on this module.
User: Dashboard, orders, and products can be accessed. Users are only permitted to launch a new session.
Manager: Have access to reports and settings The manager is able to resume a session and close it.
Limited Editor: Able to access the dashboard and open the site.
Editor and designer: Will have access to this module's settings menu and can have more website functions.
Rights of access: Have access to configurations in apps. They are going to get menus like Users & Companies and Translations.
Settings: The Dashboard and General Configurations will be provided.
A Portal user is a user with access to specific portals. This sort of user just has its own documentation available. Portal User signifies granting customer or distributor access to the system.
We are also able to create a portal user with the help of a contact module. Let’s see how it works. We can choose a contact.
Here we have chosen the contact “Azure Interior”. Under the ‘Action’ button we have an option called “Grant Portal Access”. Clicking on it a pop-up wizard will appear on which we can make Azure Interior a ‘Portal user’.
Enable the portal access and click on the “Apply” button.
At the moment a portal user is created with that partner's contact name.
This is the portal user we have just created for Azure Interior. We can set a Password for it and let’s login to it.
When logging in, this is the view of the portal user page.
You can see all of the documentation relevant to that company in this image. You get more info on that when you click on it.
It's a sort of user where public users can use a URL to access our website. Access is limited to public users.
How can we set passwords for users?
Upon forming a user under the "action" menu one could see an option for changing passwords. A window of user username and password pop-ups when you click on it.
There you can decide the user's new password and click on the password change button. With this login, I d (Email) and password the user can then sign in.
Portal user vs Internal user
An employee is an internal user (maybe a boss or user) access is granted to applications.
Whereas, the customer or distributor could be the Portal user. They only have access to the website whereby they receive their corresponding records.
So this is all about the ‘Types of Users in Odoo 13’.