Sales documents permissions by channels (teams)

This module adds a new “Sale” group called “User: Team documents”, that includes the proper permissions for showing only the information related to that user sale team (having assigned that team/channel or no team at all, independently from the assigned salesman):

• Contacts.
• Quotations/Sales Orders (implemented in sales_team_security_sale)
• Leads/Opportunities (implemented in sales_team_security_crm)

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

It also handles the sync (auto-creation and remove) of followers in company partners and childs of them according to salesmans. Any example about it: - Partner company > Salesman: Admin - Partner company, Contact 1 > Without salesman - Partner company, Contact 2 > Salesman: Demo All these partners have these followers: Admin + Demo

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 team assigned.
• Contacts without salesman assigned, but the same team.
• Contacts with them as salesman, independently from the team.
• Contacts with them as follower.

For keeping consistent accesses, followers of the main and shipping/invoice contacts are synced according the salesman of the children contacts

Table of contents

Credits

Authors

• Tecnativa

Contributors

• Tecnativa:
  • Pedro M. Baeza
  • Víctor Martínez
• Guadaltech:
  • Ramón Bajona
• Iván Todorovich <[email protected]>

Maintainers

This module is maintained by the OCA.

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 maintainers:

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.