| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
Discuss (mail)
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| Lines of code | 67 |
| Technical Name |
ma_partner_visibility |
| License | LGPL-3 |
| Versions | 18.0 19.0 |
Every salesperson can see every customer in your database, including each other's accounts.
This module gives each salesperson their own contacts, lets team leaders see their whole team's contacts, and keeps unassigned contacts shared with everyone.
Contact Visibility by Salesperson & Team
Overview
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. |
👥
Team Leader Oversight
Team leaders see every contact handled by their team members, keeping full visibility of the whole group. |
🌐
Shared Unassigned Contacts
Contacts without a salesperson stay visible to everyone, so vendors 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. |
How it works
| 1 | Assign a Salesperson on each contact, and optionally set the contact's Sales Team. Each salesperson then sees the contacts assigned to them. |
| 2 | Team leaders automatically see every contact assigned to their team members, giving them full oversight of their group's accounts. |
| 3 | Visibility applies across the whole system. For example, 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. |
| 4 | Contacts left without a salesperson remain visible to everyone, so shared records like vendors and suppliers stay accessible to the whole company. |
| 5 | 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. |
| 6 | Sales Administrators and Settings administrators continue to see all contacts, so management and configuration are never limited. |
Technical information
| Odoo Version | 18.0 |
| License | OPL-1 |
| Depends | Sales Teams (sales_team) |
| Adds Field | Sales Team on Contacts |
| Type | Record-rule based access control |
Support
We stand behind this module. If you have a question, need a customization, or want to report a bug, reach out any time and we will respond fast. Your feedback helps us keep improving the module for everyone.
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