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We need an Odoo expert to set up access and simple approvals in Odoo 18.2 Enterprise Online. Three sub accounts finance, operations, and customer service need to see data for all companies only in their own area. Contacts and products are created as drafts seen only by the creator and admin. Admin approves. After approval the records are read only for sub accounts. Changes go through a new draft. Block bulk export for sub accounts. Same limits on mobile. We also want alerts when drafts wait for approval. We will do a call where you guide us step by step to finish this setup in our Odoo Online. You must be available for up to 5 hours of support to help us get it done and answer questions. Deliver a working setup and simple notes with steps and screenshots.
ID do Projeto: 39960274
10 propostas
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Ativo há 2 meses
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10 freelancers estão ofertando em média $119 USD for esse trabalho

Dear Friend, Hope you are doing well ! I’m an experienced Odoo Consultant cum Developer and I think I’d be a great fit for your project. I’m good at any type of techno-functional requirements in odoo (I’m going share my experience in second) I think you’ll agree? I am having more over 13+ year of experience in Odoo/OpenERP. i have expertise from odoo v5 to v18. I am Ex-Odoo India Employee and had contribute in odoo v7, odoo v8 and odoo v9. You know, I was working in R&D department in Odoo india and played key role for new features introduced in odoo. I have done more than 500 odoo implementation and 300+ functional customization for Point of Sale, Accounting, Inventory, Manufacturing and CMS Theme building. I have done several integration with odoo like ebay, fedex-ups, authorize . net, xero, alfresco etc. Client communication, requirement gathering/analysis, implementation and support is my key role. Time and cost will be finalized after discussion. Feel free to ask me any questions. Kind Regards, Ishwar Malvi
$750 USD em 7 dias
5,8
5,8

❤️ Hi I love making Odoo behave exactly how businesses need it to. I’m an Odoo specialist with experience in Enterprise Online setups, record rules, approval flows, and mobile parity. I can implement your three sub-accounts (finance, ops, customer service) so each sees only their area, make Contacts and Products draft-only for creators + admin, require admin approval to publish, and ensure published records are read-only for sub accounts. I’ll add a clear “create → draft → approve → published (read-only)” workflow with alerts for pending approvals, block bulk exports for sub accounts (including mobile), and ensure all permissions are enforced consistently. What I’ll deliver • Role/group setup and record rules for company-area scoping. • Draft approval workflow (no code if possible via Studio; minimal server actions if needed). • Read-only published records and a “create new draft” flow for edits. • Export restrictions for sub accounts and mobile parity. • Email/in-app alerts for pending approvals. • Guided live call (up to 5 hours) to walk you through the changes, plus concise step-by-step notes with screenshots. I’ll work on staging first and then help you apply changes in production during our call. Ready to start as soon as you share staging access and an agreed time for the walkthrough. Best, Eduard
$18 USD em 7 dias
0,6
0,6

Hey W A., I just finished reading the job description and I see you are looking for someone experienced in ERP, Odoo, System Administration and Bookkeeping. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Salik.
$10 USD em 3 dias
0,0
0,0

As a seasoned tech strategist with more than 6 years of programming experience and specializations in Web, Mobile, and ERP Development including Odoo, I'm confident in my ability to excel at your project. Having worked on a plethora of projects, ranging from e-commerce platforms to media apps, I pride myself on my adaptability and knack for finding unique solutions to specific problems. Your project requiring clean and efficient access and approval setup in Odoo18.2 Enterprise greatly aligns with my competencies and passion. My expertise in HTML, CSS, JavaScript, Typescript, React, Vue, Node.js, Django, Laravel – to name a few – provides me with the necessary technical arsenal to ensure that your Odoo Online platform runs seamlessly as per your requirements. Alongside this technical agility is a deep understanding of System Administration and ERPs like Odoo that stems from my experience working on large-scale business applications that deal with sensitive data like finances, operations and customer service. Let's work together to make your Odoo based system flawless!
$18 USD em 7 dias
0,0
0,0

Hello, I’m an Odoo developer with 5+ years of experience, specializing in Odoo (Community & Enterprise), Python, Django, Web Scraping, and AI/ML solutions. I can help you set up in Odoo 18.2 Enterprise Online: Role-based access for Finance, Operations & Customer Service Draft → Admin approval → Read-only flow for Contacts & Products Block bulk export for sub-accounts (including mobile) Alerts for pending approvals I’ll guide you step-by-step on a live call, ensure everything works properly, and provide clear notes with screenshots — all within your 5-hour support window. I’m flexible with budget, your time zone, and weekend availability to achieve your deadline. Best regards, Rahul
$30 USD em 1 dia
0,0
0,0

Dear, Are you looking for an Odoo expert to configure access and approvals for your team efficiently? I’m Sultan Khalil, an ACCA Certified Accountant with extensive experience in Odoo, QuickBooks, and Xero, handling financial, operations, and customer service workflows. I have hands-on expertise in Odoo Enterprise Online setups, including user access control, approval workflows, draft management, and mobile access restrictions. Here’s how I can help: Set up three sub-accounts (Finance, Operations, Customer Service) to see only their relevant areas across all companies. Configure draft creation and approval workflows where contacts and products are visible to creators/admin, and post-approval records are read-only for sub-accounts. Implement new draft handling for changes and block bulk export for sub-accounts. Ensure mobile access restrictions match desktop settings. Set up alerts for pending approvals. Provide step-by-step guidance over a call (up to 5 hours), including notes and screenshots for your team to reference. I am ready to start immediately and can deliver a fully working setup while guiding your team live. To ensure satisfaction, I offer a short free walkthrough of initial configuration before completing the full setup. Looking forward to helping you streamline your Odoo workflow efficiently. Thank you, Sultan Khalil
$10 USD em 4 dias
0,0
0,0

Hi, Do you need true multi-company separation (company-specific records) or a single-company with role-scoped menus — i.e., should contacts/products be owned by a company record on creation, and which company should be the creator’s default? Are you on Odoo Online (SaaS) with no custom module install constraints — and if so, are you OK using only Odoo Studio, server actions/automations, and built-in record rules (no custom Python addons)? For approvals & alerts: do you want a one-step Admin approval (change draft → approved) that creates a read-only archived record, or an approval that creates an immutable approved copy while keeping the draft editable? I’ll implement scoped access using company ownership + RBAC by creating three dedicated user groups (Finance, Ops, Customer Service) and assigning each group a default company and limited menu access. Contacts & Products will use a “state” field (draft → approved) with record rules so drafts are visible only to creator + Admin; once approved the record’s state=approved and a record-rule makes it read-only for sub accounts. Mobile parity is enforced by the same access groups (Odoo mobile respects server-side rules). I’ll block export by removing ir.actions.act_window export permissions and disabling export from each group’s access rights. Let's have a chat to discuss further. Thanks
$18 USD em 7 dias
0,0
0,0

I’m an experienced Odoo specialist with 13+ years of hands-on expertise in ERP implementation, customization, and workflow automation across Finance, Operations, and Customer Service modules. I can guide you step by step through configuring secure access in Odoo 18.2 Enterprise Online — setting user permissions by department, managing draft and approval workflows for contacts and products, ensuring read-only access post-approval, blocking bulk exports, and applying the same restrictions on mobile. I’ll also help set up automated alerts for pending approvals and provide concise documentation with screenshots. During our call, I’ll ensure your system is fully configured, tested, and ready for real-world use within the agreed 5-hour support window.
$25 USD em 7 dias
0,0
0,0

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