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Partner Custom Search Restriction
Partner Search Restriction helps administrators control advanced search capabilities in the Odoo Partner module. The Partner Advanced Search access right can be assigned to selected users based on their responsibilities. Users without the assigned permission cannot access Custom Filter, Custom Domain, or Custom Group options in Partner views. Authorized users can use advanced search and grouping features to manage partner records more efficiently. This provides better control over partner search functionality while keeping standard Partner access rights and workflows unchanged.
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Partner Advanced Search Access
Partner Search Restriction allows administrators to assign the Partner Advanced Search access right to individual users. Authorized users can access advanced search features in Partner views. This provides flexible user-level control over advanced partner search functionality.
Restrict Custom Filters and Grouping
Users without the Partner Advanced Search access right cannot create custom filters, apply advanced search domains, or use custom grouping options. This helps administrators restrict advanced search capabilities for selected users. Standard Partner access rights and workflows remain unchanged.
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1.)Admin Advance Search Access Rights
Go to Settings and open the Users section to manage individual user access. Select the required user and locate the Contact Advanced Search access right in the user settings. Assign the Contact Advanced Search permission to allow the selected user to access advanced search features in the Contacts module. This provides administrators with user-specific control over contact search functionality.
Navigation : settings → Users & Companies → Users
2.)Partner Search View
Open the Contact search view to check the available advanced search options for the selected user. When the Contact Advanced Search access right is assigned, the user can access the Custom Filter and Custom Group options. This allows the user to create custom filters, apply search conditions, and group contact records according to their requirements.
Navigation : Contacts → Contacts
3.)User Advance Search Access Rights
Go to Settings and open the Users section to manage individual user access. Select the required user and set Contact Advanced Search to No in the user settings. This means the Contact Advanced Search access right is not assigned to the selected user. As a result, the user cannot access advanced search features such as Custom Filter and Custom Group in Contact views.
Navigation : settings → Users & Companies → Users
4.)Partner Search View
Open the Contact search view to verify the available search options for the selected user. Since the Contact Advanced Search access right is not assigned, the user cannot see the Custom Filter and Custom Group options. This prevents the user from creating custom filters or grouping contact records using advanced search features.
Navigation : Contacts → Contacts
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