Managing User Types and Access Rights in Odoo 17 Inventory Module
Welcome back! In today's blog, we will discuss how to manage user types and access rights in the Odoo 17 Inventory module. Odoo defines a user as someone who has access to the database to perform daily tasks. You can add as many users as needed and apply rules to restrict the type of information each user can access. Access rights can be modified at any time.
Types of Users in Odoo 17
Odoo provides three main types of users:
- Internal Users
- Portal Users
- Public Users
To manage users, you can do so directly from the Odoo home screen or by navigating to the General Settings. However, to view and modify user types, you must enable developer mode.
1. Internal Users
Internal users have access to the backend system and can perform tasks related to inventory management. There are two types of internal users:
- Administrator
- Employee (Regular User)
Administrator Access
An administrator has full access to the Inventory module and can manage:
- Transfers
- Adjustments
- Scrap
- Landed Costs
- Replenishment
- Products, Variants, and Lot Numbers
- Reporting, including Stock Analysis and Move Histories
- Warehouse Management and Configuration Settings
For example, an administrator like "Michelle Admin" can view, create, and modify all inventory operations. They also have permission to configure warehouses, manage batch transfers, and oversee picking policies.
Employee Access
An employee (regular user) has limited access rights. For example, if we consider "Mark" as an internal user with user-level access, his permissions include:
- Viewing inventory overview
- Managing transfers (receipts, delivery orders, and internal transfers)
- Creating products, variants, and serial numbers
However, employees cannot:
- Manage replenishments or landed costs
- Modify configuration settings
- Create warehouses or define routes
2. Portal Users
A portal user is an external user (such as a customer or client) with restricted access to specific information. For example, "Jo" is set as a portal user. Unlike internal users, portal users do not have configurable access rights.
Portal users typically:
- View invoices, quotations, and orders
- Confirm sales orders and make payments
- Access customer-specific data
These users interact with the system through a simplified interface that allows them to manage their transactions efficiently.
3. Public Users
Odoo does not have a dedicated "Public User" role in the Inventory module. Public users are anonymous visitors who do not have login credentials. Since inventory management requires authorization, public users do not have access to the Inventory module.
Managing users and their access rights is crucial for maintaining security and efficiency in Odoo 17. Whether you are an administrator, employee, or portal user, Odoo provides flexible access controls to ensure users can perform their designated tasks effectively.
If you need Odoo customization or training, feel free to contact me. Stay awesome, and thank you for reading!
