Sales Teams Advanced

  • Odoo Version

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Adding more sales access groups


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Larger business organizations usually have multiple sales teams with multiple sales user levels. This module reorganizes the sales groups as below:

  • Sales / User: Own Documents Only: this is a default group in Odoo.
  • Sales / Sales Team Leader: new access group that inherits "Sales / User: Own Documents Only"
  • Sales / Regional Manager: a new access group that inherits the group "Sales / Sales Team Leader"
  • Sales / User: All Documents: this is a default group in Odoo. It now inherits "Sales / Regional Manager" instead of "Sales / User: Own Documents Only"
  • Sales / Manager: Full access rights to Sales Management application

Security Policies

  • Sales / User: Own Documents Only: view team of which she or he is a member
  • Sales / Sales Team Leader: view/edit team of which she or he is either a member or the team leader
  • Sales / Regional Manager: view/edit/create/delete team of which she or he is either a member or the team leader or the regional manager
  • Sales / User: All Documents: full access rights for all teams but sales configurations
  • Sales / Manager: Full access rights to Sales Management application, including doing configuration

NOTES

This module does not create access policies to records in Sales Management application and CRM application yet. Separated modules will be required, depending on your situation where CRM and/or Sales Management are installed in your Odoo instance. I.e.

Editions Supported

  1. Community Edition
  2. Enterprise Edition