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Sales Team Access Controls

by
Odoo
v 17.0 Third Party 344
Download for v 17.0 Deploy on Odoo.sh
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
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0 18.0
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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
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 15.0 16.0 17.0 18.0
Community
Enterprise
Odoo.sh

Sales Team Access Controls

Provides Access Control for Sales Team Members and Leaders.

Key Highlights

Sales team members can only access the sales orders, leads, and customers they created.

Sales team leaders can access both their own and their team members' sales orders, leads, and customers.

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.

  • 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.
Version 17.0.1.0.0|Released on:

Initial Commit for Sales Team Access Controls.

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by
karim gaber
on 1/1/25, 6:16 PM

i need a help it is not working and i do every think as in module 

Re:
by
Cybrosys Technologies
on 1/1/25, 11:13 PM Author

Could you please send an email to odoo@cybrosys.com with more details?


it is not working with me any updates to know how to active this module because all team leaders show every thing
by
karim gaber
on 1/1/25, 6:12 PM