Sales teams security

New group for seeing only sales channel's documents

  • Odoo Version

Sales documents permissions by channels (teams)

Production/Stable License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runbot

This module adds a new group called "Channel manager", that includes the proper permissions for showing only the information related to that channel (having assigned that channel/team or no channel at all, independently from the assigned salesman):

  • Leads/Opportunities
  • Contacts.
  • Quotations/Sales Orders

It also handles the propagation of the sales team from commercial partners to the contacts, which standard doesn't do.

And finally, there are rules for partners to be restricted to the own ones for the group "User: Own Documents Only" for being coherent with the permission scheme. Someone with this permission will see:

  • Contacts without salesman nor channel assigned.
  • Contacts without salesman assigned, but the same channel.
  • Contacts with them as salesman, independently from the channel.
  • Contacts with them as follower.

Table of contents

Installation

At installation time, this module sets in all the contacts that have the sales team empty the sales team of the parent. If you have a lot of contacts, this operation can take a while.

Configuration

  1. Go to Configuration > Users & Companies > Users.
  2. Open or create a user.
  3. On the section "Application Accesses", select "Channel Manager" option in "Sales" part.

Known issues / Roadmap

  • This module modifies sales security groups hierarchy, so any other module doing something similar might conflict with this one.
  • Split the module in 2 as now crm is independent.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

pedrobaeza

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.