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Sales documents permissions by channels (teams)
===============================================

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This module adds a new "Sale" group called "User: Team documents", that
includes the proper permissions for showing only the information related
to that user sale team (having assigned that team/channel or no team at
all, independently from the assigned salesman):

- Contacts.
- Quotations/Sales Orders (implemented in sales_team_security_sale)
- Leads/Opportunities (implemented in sales_team_security_crm)

It also handles the sync (auto-creation and remove) of followers in
company partners and childs of them according to salesmans. Any example
about it: - Partner company > Salesman: Admin - Partner company, Contact
1 > Without salesman - Partner company, Contact 2 > Salesman: Demo All
these partners have these followers: Admin + Demo

And finally, there are rules for partners to be restricted to the own
ones for the group "User: Own Documents Only" for being coherent with
the permission scheme. Someone with this permission will see:

- Contacts without salesman assigned.
- Contacts with them as salesman.
- Contacts with them as follower.

For keeping consistent accesses, followers of the main and
shipping/invoice contacts are synced according the salesman of the
children contacts

**Table of contents**

.. contents::
   :local:

Installation
============

At installation time, this module syncs followers in parent contacts and
invoice/shipping addresses. If you have a lot of contacts, this
operation can take a while.

Configuration
=============

1. Go to *Configuration > Users & Companies > Users*.
2. Open or create a user.
3. On the section "Sale", select "User: Team documents".

Known issues / Roadmap
======================

- This module modifies the sales security groups hierarchy, so any other
  module doing something similar might conflict with this one.

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 to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sales_team_security%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

  - Pedro M. Baeza
  - Víctor Martínez
  - César A. Sánchez
  - Carlos Lopez

- `Guadaltech <https://www.guadaltech.es>`__:

  - Ramón Bajona

- Iván Todorovich <ivan.todorovich@gmail.com>
- `Pesol <https://www.pesol.es>`__:

  - Jonathan Oscategui Taza <info@pesol.es>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

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    :alt: pedrobaeza
.. |maintainer-ivantodorovich| image:: https://github.com/ivantodorovich.png?size=40px
    :target: https://github.com/ivantodorovich
    :alt: ivantodorovich

Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-pedrobaeza| |maintainer-ivantodorovich| 

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sales_team_security>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
