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Payment Custom Search Restriction
Payment Search Restriction helps administrators control advanced search capabilities in the Odoo Payment module. The Payment 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 Payment views. Authorized users can use advanced search and grouping features to manage payment records more efficiently.
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Payment Advanced Search Access
Payment Search Restriction allows administrators to assign the Payment Advanced Search access right to individual users. Authorized users can access advanced search features in Payment views. This provides flexible user-level control over payment search and data management.
Restrict Custom Filters and Grouping
Users without the Payment 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 Payment 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 Payment Advanced Search access right in the user settings. Assign the Payment Advanced Search permission to allow the selected user to access advanced search features in the Payment module. This provides administrators with user-specific control over payment search functionality.
Navigation : settings → Users & Companies → Users
2.)Payment Search View
Open the Payment search view to check the available advanced search options for the selected user. When the Payment 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 payment records according to their requirements.
Navigation : Invoicing → Customers → Payment
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 Payment Advanced Search to No in the user settings. This means the Payment 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 Payment views.
Navigation : settings → Users & Companies → Users
4.)Payment Search View
Open the Payment search view to verify the available search options for the selected user. Since the Payment 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 payment records using advanced search features.
Navigation : Invoicing → Customers → Payment
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