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- .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
- :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
- :alt: License: AGPL-3
- ==============================
- Security rules for sales teams
- ==============================
- This module sets different permissions levels for accessing sales and CRM
- records based on the sales team: customers, sales orders, leads, opportunities,
- phone calls and sales teams.
- It also handles the propagation of the sales team from commercial partners to
- the contacts, which standard doesn't make.
- Installation
- ============
- At installation time, this module sets in all the contacts that have the sales
- team empty the sales team of the parent. If you have a lot of contacts, this
- operation can take a while.
- Configuration
- =============
- On the user configuration (Configuration > Users > Users), select in the
- *Sales Team* section the option "See only own team". Then, the documents
- mentioned before will be filtered out to have only those belonging to the
- teams the user belongs to.
- This is complementary to the "Sales" level access, but sometimes can be
- incoherent depending on the combination chosen. If you chose "See Own Leads"
- on *Sales* section, marking or unmarking the sales team check will be
- irrelevant, because the most restricting level, which is the sales one, will
- prevail.
- .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
- :alt: Try me on Runbot
- :target: https://runbot.odoo-community.org/runbot/167/8.0
- Bug Tracker
- ===========
- Bugs are tracked on `GitHub Issues
- <https://github.com/OCA/sale-workflow/issues>`_. In case of trouble, please
- check there if your issue has already been reported. If you spotted it first,
- help us smashing it by providing a detailed and welcomed feedback.
- Known issues/Roadmap
- ====================
- * This module is designed for supporting only sales part, so someone that has
- access to other Odoo parts (for example, an accountant), shouldn't have
- this new permission, or some access errors will be found when seeing invoices
- and other documents. A *sales_team_security_account* bridge module can be
- done for fixing this case, but not in the case of for example warehouse.
- Credits
- =======
- Contributors
- ------------
- * Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
- Maintainer
- ----------
- .. image:: http://odoo-community.org/logo.png
- :alt: Odoo Community Association
- :target: https://odoo-community.org
- This module is maintained by the OCA.
- OCA, or the Odoo Community Association, is a nonprofit organization whose
- mission is to support the collaborative development of Odoo features and
- promote its widespread use.
- To contribute to this module, please visit https://odoo-community.org.
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