User access rights
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    Access rights

    Here is a detailed description of the user access rights for each area in Odoo 17:

    • SALES
      • Sales Access Rights:
        • None: No access to sales features, reports, or dashboards.
        • Administrator: Full control over all sales operations, including creating, editing, viewing, and deleting sales records. Administrators can configure sales settings and access all reports, dashboards, and insights, such as revenue trends, sales pipeline analysis, and salesperson performance.
        • User: Own Documents Only: Can access only their assigned sales orders, quotations, and customer records. They can view reports related to their own sales, like personal revenue and pipeline progress.
        • User: All Documents: Can view and manage all sales documents, regardless of ownership. However, they cannot configure settings. They have access to company-wide sales reports but cannot modify report settings.
      • Commissions Access Rights:
        • None: No access to commission features or reports.
        • Own Documents Only: Can view and manage only their own commission records and reports.
        • All Documents: Full access to view and manage all commission records and related reports across the company.
    • SERVICES
      • Project Access Rights:
        • None: No access to projects or project reports.
        • Administrator: Full control over projects, tasks, and configurations. Administrators can access detailed reports, such as task progress, billable hours, and project profitability.
        • User: Can manage tasks and projects assigned to or shared with them. Users can view reports only for their assigned or shared projects.
      • Timesheets Access Rights:
        • None: No access to timesheets or related reports.
        • User: All Timesheets: Can manage all timesheets and access reports across the company, such as employee summaries and productivity analysis.
        • User: Own Timesheets: Can view and manage only their own timesheets and reports.
        • Administrator: Full control over timesheets and configurations. Administrators can access detailed reports like project cost analysis and employee utilisation rates.

    • ACCOUNTING
      • Accounting Access Rights:
        • None: No access to accounting features or financial reports.
        • Billing: Limited to managing customer and vendor invoices. Can view basic invoice and payment reports but not full financial reports.
        • Read-Only: Can view all accounting records and reports (e.g., Profit & Loss, Balance Sheet) but cannot make changes.
        • Bookkeeper: Can manage journal entries, reconcile accounts, and handle invoices. Can customise operational reports like reconciliation summaries.
        • Accountant: Full access to all accounting features, including configuring and customising financial reports.
      • Bank Access Rights:
        • None: No access to bank features or reports.
        • Validate Bank Account: Can validate bank account details and access related reports, like reconciliation summaries.

    • INVENTORY
      • Inventory Access Rights:
        • None: No access to inventory features or reports.
        • User: Can manage inventory operations (e.g., transfers, receipts) and view related reports, but cannot configure settings.
        • Administrator: Full control over inventory, including configurations and reports like stock valuation and warehouse analysis.
      • Purchase Access Rights:
        • None: No access to purchase features or reports.
        • User: Can manage purchase orders and view related reports, like vendor performance and cost analysis.
        • Administrator: Full control over purchasing operations and reports.

    • WEBSITE
      • Website Access Rights:
        • None: No access to website features or analytics.
        • Restricted Editor: Can make minor content changes and view limited analytics, like visitor counts.
        • Editor and Designer: Full control over content, design, and website settings, with access to detailed analytics, including traffic sources and conversion rates.

    • MARKETING
      • Social Marketing Access Rights:
        • None: No access to social marketing tools or reports.
        • Social User: Can manage their own social posts and campaigns and view related engagement metrics.
        • Social Manager: Can manage all social campaigns and access comprehensive performance reports, including ROI.
      • Marketing Automation Access Rights:
        • None: No access to marketing automation tools or reports.
        • User: Can manage automation workflows and view reports on campaign effectiveness and lead conversions.
      • Email Marketing Access Rights:
        • None: No access to email marketing tools or reports.
        • User: Can manage email campaigns and view performance metrics, like open and click-through rates.

    • HUMAN RESOURCES
      • Employee Access Rights:
        • None: No access to employee records or reports.
        • Officer: Manage All Employees: Can manage all employee records and view performance reports but may have restrictions on sensitive data.
        • Administrator: Full control over employee management and HR settings, with access to all HR reports, including payroll analysis and performance metrics.

    • ADMINISTRATION
      • Administration Access Rights:
        • None: No administrative access or system-wide reports.
        • Access Rights: Can manage user roles and permissions and view reports on access levels but cannot configure them.
        • Settings: Full control over system settings and administrative reports, such as user activity and system logs.

    • OTHER
      • Dashboard Access Rights:
        • None: Cannot access or create dashboards.
        • Admin: Full control over creating and managing dashboards, including custom widgets and KPIs.


    GUIDE: https://www.odoo.com/documentation/17.0/applications/general/users/access_rights.html