| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 67 |
| Technical Name |
ma_partner_visibility |
| License | LGPL-3 |
| Website | https://www.codeerts.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 67 |
| Technical Name |
ma_partner_visibility |
| License | LGPL-3 |
| Website | https://www.codeerts.com |
| Versions | 17.0 18.0 19.0 |
Contact Visibility by Salesperson & Team
Give each salesperson their own focused contact list,
while team leaders keep the full picture.
By default every salesperson can see every customer in your database, including each other's accounts. This module fixes that with clean, role-based visibility.
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Free
LGPL-3 Licensed
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3
Visibility Roles
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0
Daily Maintenance
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Auto
Record Rules
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v18
Compatible
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What this module does
Contact Visibility by Salesperson & Team adds clean, role-based visibility to your Odoo contacts so each salesperson works from a focused list of their own accounts. Contacts are matched to the salesperson set on the contact, which keeps every rep's workspace relevant and uncluttered.
Team leaders see every contact handled by their team members, so managers keep full oversight of their group. Contacts that have no salesperson assigned stay shared with everyone, and Sales Administrators and Settings administrators always see all contacts. The result is a tidy, well organised contact list for each user while shared records remain accessible to the whole company.
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👤
Per Salesperson Visibility
Each salesperson sees the contacts assigned to them, giving every rep a focused, personal account list with nothing irrelevant in the way. |
👥
Team Leader Oversight
Team leaders see every contact handled by their team members, keeping full visibility of the whole group's accounts. |
🌐
Shared Unassigned Contacts
Contacts without a salesperson stay visible to everyone, so vendors, suppliers and shared records remain accessible. |
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🔑 Administrators See All
Sales Administrators and Settings administrators always see the complete contact list, with nothing hidden from them. |
🏷 Sales Team on Contacts
Adds a Sales Team field to contacts, so team based visibility maps cleanly to your existing sales structure. |
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🔗 Applies Everywhere
Visibility applies wherever contacts are used, including sales orders, invoicing, and customer pickers across the system. |
⚙ Zero Daily Maintenance
Built on standard Odoo record rules, so visibility updates automatically as you assign salespeople and teams. |
|
🔁 Ownership Follows Assignment
Reassign a contact to another salesperson and it moves into their visibility cleanly, with no extra steps. |
🧹 Tidy, Relevant Workspace
Every rep works from an uncluttered list, while shared company records stay available to the whole team. |
How it works
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1
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Assign a salesperson
Set a Salesperson on each contact, and optionally set the contact's Sales Team. Each salesperson then sees the contacts assigned to them. |
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2
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Team leaders get full oversight
Team leaders automatically see every contact assigned to their team members, giving them full visibility of their group's accounts. |
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3
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Visibility applies across the system
When a salesperson selects a customer on a sales order, the picker shows their own contacts plus the shared ones, keeping selection fast and relevant. |
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4
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Unassigned contacts stay shared
Contacts left without a salesperson remain visible to everyone, so shared records like vendors and suppliers stay accessible to the whole company. |
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5
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Ownership follows reassignment
When a user assigns a contact to another salesperson, that contact then belongs to the new salesperson's visibility, so ownership follows the assignment cleanly. |
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6
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Admins are never limited
Sales Administrators and Settings administrators continue to see all contacts, so management and configuration are never limited. |
Technical information
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Version
17.0
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License
LGPL-3
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Editions
Community & Enterprise
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Dependencies
Sales Teams (sales_team)
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Technical name: ma_partner_visibility · Adds field: Sales Team on Contacts · Type: Record-rule based access control
Frequently asked questions
Contact Visibility by Salesperson & Team applies record rules so each salesperson or team only sees their own contacts.
Yes. Visibility is based on salesperson and sales team membership, with no custom code needed.
No. Managers and admins keep full visibility; the restriction applies only to the groups you configure.
The team behind this module
About CODEerts
Full-Service Odoo ERP Agency · Solutions That Scale
Every module in our store is built from real client work, tested in production and maintained long-term by a team of Odoo certified consultants. When you need more than an app, we deliver the full solution.
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🏗️ Implementation
Full Odoo roll-outs from requirements to go-live, across any industry and company size. |
🧩 Custom Development
Bespoke modules, OWL components and business logic built precisely to your workflow. |
🔄 Migrations
Zero-data-loss upgrades from older Odoo versions with full custom module porting. |
|
🔌 Integrations
Payment gateways, shipping carriers, biometric devices, eCommerce and third-party APIs. |
🔍 Odoo Audits
Performance, security and code-quality reviews that surface risks before they become problems. |
🧑💻 Support & Training
Ongoing helpdesk, user training and monthly retainers so your team stays productive. |
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Odoo
Certified
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6+
Years
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50+
Projects
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10+
Industries
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18
Published Apps
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