Give Project Edit Permission in Odoo 17 with Ease | Guide

To grant a project user group user the ability to edit a project if they are the project manager in Odoo 17, you can follow these steps by customizing the access control rules:

1. Create a custom security rule: You need to add a custom rule to the project model that checks if the current user is the project manager.
2. Update the access rights: Adjust the access rights so that only project managers can edit the project they are managing.

Here’s an outline of what needs to be done in Odoo 17:

Step-by-Step Instructions

1. Define a Record Rule:

• Go to Settings > Technical > Security > Record Rules.
• Create a new record rule that allows users in the “Project User” group to edit a project if they are the manager. The domain filter could be like this:

   [('user_id', '=', user.id)]

This will ensure that the logged-in user can edit only the projects they manage.

2. Assign the Rule to the Project User Group:

• In the same rule, make sure to assign it to the “Project User” group or the specific group you want to target.
• Set the access rights (write access) for this group.

3. Example Code (Custom Python rule for models):
If you want to customize it programmatically, you can modify the access control via custom Python code in a custom module. In your models/project.py:

   from odoo import models, fields

   class Project(models.Model):
       _inherit = 'project.project'

       def check_project_edit_rights(self):
           # Check if the current user is the project manager
           if self.user_id == self.env.user:
               return True
           return False

In your security/ir.model.access.csv, define access rules accordingly.

4. Testing:

• After setting up the record rule, test by logging in as a project user who is also a project manager and confirm they can edit only their own projects.

This approach will restrict project editing to only project managers, ensuring proper permissions are maintained in Odoo 17.

Conclusion

To simply grant a specific project user group, utilize the proficiency to easily edit any project if they are the project manager, especially in Odoo 17. You can obey all these above-mentioned steps by tailoring the access control guidelines with managed Odoo server solutions.