odoo-addon-sales-team-security

=============================================== Sales documents permissions by channels (teams)

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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 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 assigned.
• Contacts with them as salesman.
• 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

.. contents:: :local:

Installation

At installation time, this module syncs followers in parent contacts and invoice/shipping addresses. If you have a lot of contacts, this operation can take a while.

Configuration

• Go to Configuration > Users & Companies > Users.
• Open or create a user.
• On the section "Sale", select "User: Team documents".

Known issues / Roadmap

• This module modifies the sales security groups hierarchy, so any other module doing something similar might conflict with this one.

Bug Tracker

Bugs are tracked on GitHub Issues <https://github.com/OCA/sale-workflow/issues>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sales_team_security%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>.

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

Credits

Authors

• Tecnativa

Contributors

• Tecnativa <https://www.tecnativa.com>__:

  • Pedro M. Baeza
  • Víctor Martínez
  • César A. Sánchez
  • Carlos Lopez

• Guadaltech <https://www.guadaltech.es>__:

  • Ramón Bajona

• Iván Todorovich [e-mail]

• Pesol <https://www.pesol.es>__:

  • Jonathan Oscategui Taza [e-mail]

Maintainers

This module is maintained by the OCA.

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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.

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Current maintainers <https://odoo-community.org/page/maintainer-role>__:

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This module is part of the OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sales_team_security>_ project on GitHub.

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