Partner Private Address

Make Private Partner Information Confidential

0.00 € 0.0 EUR 0.00 €

US$ 0.00

    This combination does not exist.

    Terms and Conditions
    30-day money-back guarantee
    Shipping: 2-3 Business Days

    STORY BEHIND THE FEATURES

    ODOO BEHAVIOUR

    Partner notion is a general notion including customers, suppliers and employees without any confidentiality. An user can see all the contacts which can imply confidentiality issue in the company.

    CLUEDOO BEHAVIOUR

    By adding a type Private partner, we introduce a notion of confidentiality when required.

    MODULE +

    When you manage personal employee addresses in Odoo, this module is required to ensure the confidentiality of all the personal addresses, which is a legal requirement in a lot of countries.

    CLUEDOO RECOMMENDATION

    Required module if Employee apps is installed. Installed on 80% of our databases.

    OUR FEATURES AS SOLUTION

    Private Contact Type

    Allow to record partner confidential information and can only viewed by user with special access.

    Private Contacts Menu

    User with access allowed to private contacts, will have new menu to see list of all confidential partner info.

    Special Group

    This user access group will defined who can see the partner confidential info.

    HOW TO USE THIS MODULE ?

    Without access to private addresses :

    1

    - Go to Settings → User & Companies → User.
    - User Marc Demo doesn't have access to private addresses.








    2

    If the "Access to private addresses" box is checked, to uncheck it :
    - Go to Settings  Users & Companies  Groups, and click on "Access to Private Addresses".
    - Then, remove the user you no longer want to give access to.








    3

    As the box was unchecked for Marc Demo, he is not able to see the "Private Contacts" menu.










    With access to private addresses :

    4

    - Go to Settings → Users & Companies → Users.
    - Click on "edit", check the "Access to Private Addresses" box, then save.
    - User Mitchell Admin has access to private address.


    5

    Mitchell Admin can see the Private Contacts menu.


    6

    He can also create a contact with private address type. Only users with access to private address can see this contact.