I have tried to convert a lead to an opportunity by clicking on the respective button in the lead window. From that I get an error message that tells me there is a security restriction on the document type : partner, operation: create. I have got admin rights on the system but am not able to find where I can assign the create roll for this function.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Boekhouding
- Voorraad
- PoS
- Project
- MRP
Deze vraag is gerapporteerd
1
Beantwoorden
4962
Weergaven
Hi;
1_ Ask your Administrator (first) if you belong to the group res_partner group_partner_manager
Or If you have the necessary Access Rights check by yourself, go under :
2_ Settings ---> Users ---> Users ---> "Open YOUR-USER" , open "ACCESS Rights" Tab, verify that "Contact Creation" is checked, if not ask your Administrator to check it.
3_ under: Settings ---> Technical ---> Security ----> Access Control List and search for the Object Partner & croup Contact Creation open this group, you will find a list of users, verify if YOUR USERNAME is in this list, and check also if the 4 boxes C R U D are checked (at list C R U must be checked)
Thanks for such a detailed response - much appreciated But I have done all these things as shown but when i tried to convert a lead to an opportunity. Conversion action: to opportunity Related Customer: create a new customer ... which results in; Open ERP Warning Access denied The requested operation cannot be completed due to security restrictions. (Document type: Partner Operation: Create
Can you get more infos from your openerp-server.log ?
Is multi_company module installed, if so verify your access rights (under: Settings ---> Users ---> Users ---> "Open YOUR-USER" , open "ACCESS Rights" Tab) Usability for multi_Company
I have Mutli company selected and checked as you described.
I have a feeling that there might be a conflict in the security module whereby a precedent setting sequence causes this problem.
Let me try to outline the scenario. I have Sales, Project, Accounting and Finance, Human Resources and sharing as installed applications. On Sales, Project and Human Resources I have selected the Manager function and on Accounting and Finance, the Financial Manager with Sharing at a User level. All the check boxes are selected. For each of the Manager functions I have let them inherit the lower functions as well to try get past the problem.
Where can I send the openerp-server.log file?
For sending your log file, edit your Question and attach the openerp-server.log file.
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
Aanmelden| Gerelateerde posts | Antwoorden | Weergaven | Activiteit | |
|---|---|---|---|---|
|
2
sep. 18
|
3566 | ||
|
1
aug. 15
|
4292 | ||
|
0
mrt. 15
|
3418 | ||
|
0
mrt. 15
|
3778 | ||
|
2
sep. 25
|
249 |
