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Partner category security

partner_category_security folder_open OCA/partner-contact open_in_new
Customer Relationship Management License: AGPL-3

This module adds a specific security group to manage contact tags (categories).

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a 'Contact Tags' permission level so only authorised users can create, edit or delete contact tags, while everyone else can still see them but not change them.

This module controls who is allowed to manage contact tags (the labels used to classify contacts). It creates a new permission area called 'Contact Tags' with two levels:

  • Publisher: can only read the tags; the tag field on the contact form is shown as read-only for these users.
  • Manager: can read, create, edit and delete tags. The administrator and the superuser are placed in this group by default.

Users without the Publisher level see the tag field on the contact form locked, so they cannot change a contact's tags by accident.

In Odoo, a new 'Contact Tags' menu entry appears under the Contacts menu for Managers, opening the tag list. The standard tag menu is restricted to Managers, and a workaround hides the extra menu for administrators and sales managers so they do not see a duplicate entry.

The module touches the contact model res.partner (only to make the tag field read-only) and the tag model base.model_res_partner_category for the access rights. Existing partner managers keep read-only access to tags.

Depends on

contacts

Required by other modules

Menus it adds

Contact Tags
Models and fields (1)
  • res.partner · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/partner-contact.

terminal Installation and usage

OCA documentation · Odoo 19.0
  • Contact Tags \> Publisher permission allows you to modify the tags assigned to contacts.
  • Contact Tags \> Manager permission also allows you to manage such tag (create, modify or remove them).
  • Contacts \> Contact Tags menu will only be visible if you "Contact Tags \> Manager" permission.
  • Extra Rights / Contact Creation and "Internal users" permissions only allows reading the tags assigned to contacts.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.