Security in Projects, CRM, and Operations

Overview

Operational modules frequently expose sensitive internal and client data.

Purpose & Use Case

• Limit client visibility
• Separate internal and external users

How It Works in Odoo

Module-specific groups and record rules govern access.

Common Issues

Overlapping roles across departments.

Limitations

Default permissions may not reflect real organizational boundaries.

When to Consider Professional Assistance

Operational security alignment often requires professional configuration.

<p>Related: <a href="/forum/community-help-3/from-crm-to-sales-orders-125">From CRM to Sales Orders</a>, <a href="/forum/community-help-3/understanding-odoo-project-management-16">Understanding Odoo Project Management</a>.</p>