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Each department should see only its own data, and we must be sure our data is backed up. What is the best practice?

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Access in Odoo is controlled by user groups for each app, record rules for which records a user can see, and company access in multi-company setups.

Access rights

  • Give each user the lowest access level that lets them do their job.
  • Use record rules for restrictions such as sales people seeing only their own customers.
  • Review administrators regularly and remove access for users who leave.
  • Enable two-factor authentication for users with sensitive rights.

Backups

On Odoo Online and Odoo.sh, backups are managed by the platform, and you can download copies. On-premise, schedule automatic database and file-store backups, keep copies off site and test a restore regularly, because a backup that has never been restored is not proven.

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