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We are a manufacturer that caters to design firms and retail stores. In these companies, there is usually:

  • The Owner
  • Accounting Associate
  • Sales People

The owner and accounting associate may not place orders but will have a need to view open orders for their company in the portal. Also, lets say sales person #1 places an order and then goes on vacation. Sales person #2 may need access to sales person #1's orders to follow up for their customer. 

From my understanding, there is no way to provide portal access to all child contacts of a single company where they can view all orders, invoices, quotes, etc. Surely I am wrong?!? 

Our implementation specialist mentioned adding everyone as followers, but that is far too much leg work when you may have 15+ sales people in a company. Plus, I don't want emails being sent to sales people that have no need to receive them. 

How can I provide the same portal view/access to all child accounts under the same parent account?

HELP!


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Meilleure réponse

This is the OCA app you want to use, or basically configure the security rules to match as defined in the module.
Portal Sale Personal Data Only | The Odoo Community Association | OCA (odoo-community.org)

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