| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Technical Name |
sales_team_access_controls |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Technical Name |
sales_team_access_controls |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 15.0 16.0 17.0 18.0 |
Sales Team Access Controls
Provides Access Control for Sales Team Members and Leaders.
Overview
This module comes with a feature that empowers the sales team to manage access control for Sale Quotations, Sale Orders, CRM Leads, Sales Teams, and Contacts based on Team Leader and Team Member roles. This feature enhances data security by granting team leaders full access to all data generated by their team members. However, team members are limited to accessing only their own data. This functionality ensures data security while providing relevant information to users based on their designated roles.
Features
Sales team members have restricted access to only the sales orders, leads, and customers they have personally created.
Sales team leaders have access to sales orders, leads, and customers they have personally created, as well as those created by team members.
Screenshots
Select the Sales Team access right as Team Member.
User can access only the Sale Orders created by him.
User can access only the Leads created by him.
User can access only the Customers created by him.
Select the Sales Team access right as Team Leader.
User can access only the Sale Orders created by him and his team members.
User can access only the Leads created by him and his team members.
User can access only the Customers created by him and his team members.
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Our Industries
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Easily procure and sell your products
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A platform for educational management
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Plan, track and schedule your operations
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Mobile friendly, awe-inspiring product pages
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Keep track of services and invoice
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Run your bar or restaurant methodically
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An all-inclusive hotel management application
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