Odoo Authorization with Record Set Rule (Who can see what)
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Recently, i have a request to set the restriction in such that certain Accounting user can only see his or her invoices. This can be achieved with the Odoo Record Rule Set.
a) The Accounting users (Billing group) can only see his/her invoices (created by).
b) Other Accounting user (Billing Manager/Accountant group) can see all the invoices.
c) We have to add 2 record rules, because the Billing Manager group is always also Billing group, therefore we need to give Billing Manager/Accountant group an explicit access to All Invoices.
Go To Technical ->Security->Record Rule.
Restrict Billing group to his/her own invoices (created by her/him).
Access to all invoices, for Accountant and billing manager group.
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A Good reference https://odootricks.tips/about/building-blocks/security/record-rules/