Pending validationOdoo 20.0Community and Enterprise

The AI or a scheduled report cannot run as the chosen person

Symptom

A Copilot rule cannot be saved, or a scheduled report is not sent, because the person chosen to run it does not have the access the task requires.

Copied from the demonstration database in Portuguese, triggered through the integration:

With Fiscal administration, when creating a Copilot rule (“Classify new bank movements”) that runs as an Invoicing user:

“"person's name" does not have the “Accountant” permission, so the rule cannot run as this person. Nothing was saved. Choose an accountant.”
With the administrator, when sending right away (“Send now”) a scheduled report whose user lost access to the company:

“Person's name has no access to Empresa Demonstração, Lda, so the report cannot be calculated for it. Choose another user to run it.”

The Copilot agent and the scheduled report work on behalf of a person: they only read what that person can read. Two things prevent this:

the person must work in the company concerned;
for Copilot rules, the person must have the Accountant permission (or higher).

The access can be lost after the rule or the schedule has been created, for example if a company is removed from the person's form.

The person chosen in Runs as, on the Copilot rule or on the scheduled report.
That person's companies and profile, on their form.

Open the rule or the schedule and choose another person in Runs as: an Accountant with access to that company.
Save and, for the schedule, click Send now to confirm.
If the person should stay the same, the administrator gives them back access to the company (How to give each user the right profile).

Who does it: whoever manages the rule or the schedule; the administrator gives the access.

The rule is saved, or the report is calculated and the email is queued for sending.

Follow How to ask support for help and what information to send, with the rule or schedule, the chosen person and the message.