odoo11-addon-sales-team-security 11.0.1.0.0.99.dev11

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 to smash it by providing a detailed and welcomed feedback.

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

Credits

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.