Limiting Which Records People See

Updated 15 July 2026

Domain Access filters the list of records – for example, only today’s documents, only my customers, or only records linked to my team.

Overview

Sometimes the issue is not the menu or the field – it is that people see too many records. Domain Access limits which rows appear and can also restrict creating, editing, or deleting outside that filter.

These rules sync into Odoo’s record rules so protection stays in place even outside the normal screen.

Helpers include date presets (Today, This Week, This Month, This Year) and a USER_ID placeholder for “my records” style filters.

How It Works

Each Domain Access line targets a model and defines a Domain Filter and/or a Date Preset. You can mark Restrict Create / Edit / Delete or set the whole model read-only under that rule.

Click Sync Record Rules if you need to refresh synced rules (saving also syncs).

Advanced options (soft restrict, hierarchy parent, relational field) help special cases – use them with someone who understands Odoo domains if you are unsure.

Step-by-Step Guide

Fields Table

These are the settings you will see for this feature, explained in everyday language.

Field Explanations

Each field from the table above is explained in more detail here.

Model

Choose what list you want to shrink (orders, tasks, contacts…).

Technical Name

Reference only.

Restrict Create

Use when people should only add records in allowed situations.

Restrict Edit

Stops changing records that fall outside the intended scope.

Restrict Delete

Extra safety on deletion.

Read-Only Model

Convenience flag when the role should only view matching records.

Domain Filter

The heart of the rule. Example meaning: only records where Salesperson = me. Ask a technical colleague for complex domains.

Date Preset

Fast option when people should only see recent documents.

Use Environment User

Turn on whenever your domain includes USER_ID.

Soft Restrict

Special mode for tricky related-record screens – leave off unless advised.

Relational Field

Lets the filter apply through a link (for example, constrain by related customer).

Hierarchy Parent Field

For tree-style data (parent/child). Advanced.

Synced Rules

Non-zero means Odoo has active record rules from this line.

Synced Record Rules

Technical follow-up for administrators.

Tips

Common mistakes

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Limiting Which Records People See