Restrict Contact Visibility by Company in Odoo 18

1/. Create User Group

Go to: Settings > Users & Companies > Groups

(or create a new group, e.g. "Strict Company Contacts Only")

Add the users in the "Users" tab.

2/. Add Security Record Rule for res.partner

Go to Settings > Technical > Security > Record Rules, and update or create a new rule for the res.partner model.

• • Rule Name: Multi-Company Contact Restriction

  • Model: Contact (res.partner)

  • Domain Filter: [('company_id', '=', user.company_id.id)]

  • Group Name: Select the group we just created in step 1. ( e.g. "Strict Company Contacts Only")

3/. Create New Automated Action:

• Name: Assign Company on Contact Creation

• Model: Contact (res.partner)

• Trigger: On UI Change

• When updating: name

• python code: 

if not record.company_id:

    record.write({'company_id': user.company_id.id})