Initial commit: Odoo 18.0-20251222 extra-addons
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tocmo0nlord
2026-03-13 20:43:25 +00:00
parent 36e847a7df
commit adbe430761
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1. Go to *Configuration \> Users & Companies \> Users*.
2. Open or create a user.
3. On the section "Sale", select "User: Team documents".

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- [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>\>

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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

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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.

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