Sales documents permissions by channels (teams)

This module adds a new group called "Channel manager", that includes the proper permissions for showing only the information related to that channel:

• Leads/Opportunities
• Customers
• 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.

REMARK: partner restrictions won't work unless you touch in the DB an existing record rule. See more details in Know issues section.

Table of contents

• Installation
• Configuration
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

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

• For restricting partners access, you have to disable or edit the existing rule "res.partner.rule.private.employee" to something similar to:

  [('message_follower_ids', 'in', user.partner_id.ids),
  '|', ('type', '!=', 'private'), ('type', '=', False)]

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

• This module is designed for supporting only sales part, so someone that has access to other Odoo parts (for example, an accountant), shouldn't have this new permission, or some access errors will be found when seeing invoices and other documents. A sales_team_security_account bridge module can be done for fixing this case, but not in the case of other parts like warehouse.

• 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

• Tecnativa:
  • Pedro M. Baeza
• Guadaltech:
  • Ramón Bajona

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 maintainer:

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.