Sales Team Access Control

v 18.0 Third Party 5

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	`cst_sales_team_access_control`
License	LGPL-3
Website	https://www.codespheretech.in/

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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	`cst_sales_team_access_control`
License	LGPL-3
Website	https://www.codespheretech.in/

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Highlighted Features

Role Based Sales Access

Team Leader Record Visibility

Restricted Access for Team Members

This module introduces two additional roles which help organizations define structured access to CRM Leads, Sale Orders, and Contacts, ensuring that users only see data relevant to their responsibilities.

The module enforces record-level access control to access their own records, while Team Leaders gain visibility into records created by their team members, enabling efficient team management without exposing unrelated data.

Configure user as Sales Team Member with Sales access "Own Documents Only"

Team Member can access only their own Sale Orders

Team Member can view only their own CRM Leads

Team Member can access Contacts where they are assigned as Salesperson

Configure user as Sales Team Leader with Sales access "Own Documents Only"

Team Leader can access their own and their team members Sale Orders

Team Leader can view their own and their team members CRM Leads

Team Leader can access Contacts assigned to them or their team members

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