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Payment View Type Restriction
Payment View Type Restriction provides flexible control over the View Type option in the Odoo Payments interface. It enables administrators to manage View Type visibility for individual users according to their roles and financial responsibilities. When the restriction is enabled, the selected user cannot change or select different views from the Payment interface. The module operates independently of existing Payment access rights and standard Odoo security permissions. It provides a controlled and consistent interface without changing the availability of individual Payment views.
Features
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Features
Individual Payment View Type Control
Administrators can assign the View Type option separately for individual Payment users. This allows businesses to manage the Payments interface according to different user roles and financial responsibilities. Existing Payment access rights remain unaffected by the restriction.
Hide View Type Option
When the restriction is enabled, the View Type option is removed from the selected user's Payment interface. This prevents users from switching between available Payment views directly from the interface. The feature controls only the View Type option and does not restrict individual Payment view types.
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1.)Admin View Type Access Rights
Go to the Settings menu in Odoo and open the Users section. Select the user for whom you want to configure Payment view access. Open the user profile to access the available permissions and configuration options. From here, you can manage the Payment View Types access according to the user's requirements.
Navigation : settings → Users & Companies → Users
2.)Payment : All View
In the user page, you can find the Payment: View Type Restriction option under the user access settings. Select All Views to allow the user to access all available Payment views in Odoo. This setting gives the user complete visibility of the supported Payment view types. Save the user configuration to apply the selected access right.
3.)Payment Menu
Go to the Invoicing module and open the Payment menu. From there, you can access the Payment records available to the user. The available Payment views will be displayed according to the configured view type access. This allows you to verify the Payment view restrictions for the selected user.
Navigation : Invoicing → Customers → Payment
4.)Customer Payment
You can see that all available Payment views are visible for the customer Payment records. The user can access the List, Kanban, Activity, Calendar, and Graph views. This provides complete visibility of Payment records in different formats. The available views depend on the Payment View Type access configured for the user.
5.)User View Type Access Rights
Go back to the user settings and open the selected user profile. Locate the Payment: View Type Restriction option under the access settings. Set the Payment: View Type value to No to restrict the user's access to additional Payment views. Save the user configuration to apply the new view restriction.
Navigation : settings → Users & Companies → Users
6.)Customer Payment
Go to the Invoicing module and open the Payment menu after updating the user's access rights. The user can now see only the List view for Payment records. Other views, such as Kanban, Activity, Calendar, and Graph, are no longer visible. This confirms that the Payment View Type restriction has been successfully applied.
Navigation : Invoicing → Customers → Payment
User Guide
