| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 932 |
| Technical Name |
sales_access_control |
| License | LGPL-3 |
Sales Access Control Pro
Advanced access control for sales orders with team management and hierarchy
❌ The Problem
In standard Odoo, only the primary salesperson can access their sales orders. This creates major collaboration issues:
- "I can't see that customer's order"
- Team members can't collaborate on deals
- Managers have no visibility into team performance
- Order handoffs are complicated and error-prone
✅ The Solution
This module extends access control to allow smart, secure collaboration:
- Salespeople can access orders where they are primary/secondary salesperson OR team members
- Country Managers can access all orders from salespeople they manage
- Team Members automatically see all team orders
🚀 Key Features
👥 Secondary Salesperson
Add multiple salespeople to any order with full access rights. Perfect for team selling and collaboration.
🏢 Team Access Control
Team members automatically access all team orders. No manual sharing required.
👑 Management Hierarchy
Country managers get visibility into all orders from salespeople they manage.
🔒 Secure & Fast
Database-level security rules with performance optimization. Enterprise-grade access control.
📋 How to Use
Install the Module
Go to Apps → Search for "Sales Access Control Pro" → Click Install
Set Up Team Members
- Open any sales team
- Add users to the "Team Members" field
- Save - team leader is automatically added
Configure Country Managers (Optional)
- Click Create
- Select a Country Manager (user)
- Add Managed Salespeople
- Save
Use Secondary Salesperson
- In any sales order, you'll see "Secondary Salesperson" field
- Select additional salespeople who need access
- Both primary and secondary salespeople can fully access the order
🎯 Who Can Access What
👨💼 Regular Salesperson
- Orders where they are primary salesperson
- Orders where they are secondary salesperson
- All orders from teams they're members of
👑 Country Manager
- All orders accessible to salespeople they manage
- Their own orders (if they're also a salesperson)
🏢 Sales Manager
- All orders (no restrictions)
💡 Common Use Cases
Team Selling
Large deals often require multiple salespeople. Add them as secondary salespeople or team members for seamless collaboration.
Territory Handoffs
When salespeople change territories, use secondary salesperson field during transition period for smooth customer handoff.
Management Oversight
Country managers need visibility into team performance without accessing individual user accounts.
Backup Coverage
Team members can handle customer inquiries when the primary salesperson is unavailable.
⚙️ Configuration Tips
- Sales / User - For regular salespeople
- Sales Access Control / Sales Country Manager - For country managers
- Sales / Manager - For sales managers (full access)
Best Practices
- Start Small: Configure one team first, then expand
- Clear Roles: Define who should be country managers vs team members
- Regular Review: Update team memberships when people change roles
- Use Demo Data: Install with demo data to see examples
🔍 Troubleshooting
User Can't See Expected Orders
- Check if user is added to the sales team as a member
- Verify country manager configuration if applicable
- Ensure user has correct security groups
Performance Issues
- The module is optimized for performance
- Uses database-level filtering, not Python loops
- Contact support if you experience slowdowns
📊 Monitoring Access
The module provides several ways to monitor and understand access patterns:
- Sales Order "Access Control" tab: Shows all users with access to specific orders
- User Profile "Sales Access" tab: Shows access statistics for each user
- Team Statistics: Member counts and order counts per team
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