Initial commit: Odoo 18.0-20251222 extra-addons
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sales_team_security/readme/CONFIGURE.md
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sales_team_security/readme/CONFIGURE.md
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1. Go to *Configuration \> Users & Companies \> Users*.
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2. Open or create a user.
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3. On the section "Sale", select "User: Team documents".
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sales_team_security/readme/CONTRIBUTORS.md
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sales_team_security/readme/CONTRIBUTORS.md
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- [Tecnativa](https://www.tecnativa.com):
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- Pedro M. Baeza
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- Víctor Martínez
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- César A. Sánchez
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- Carlos Lopez
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- [Guadaltech](https://www.guadaltech.es):
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- Ramón Bajona
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- Iván Todorovich \<<ivan.todorovich@gmail.com>\>
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- [Pesol](https://www.pesol.es):
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- Jonathan Oscategui Taza \<<info@pesol.es>\>
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sales_team_security/readme/DESCRIPTION.md
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sales_team_security/readme/DESCRIPTION.md
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This module adds a new "Sale" group called "User: Team documents", that
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includes the proper permissions for showing only the information related
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to that user sale team (having assigned that team/channel or no team at
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all, independently from the assigned salesman):
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- Contacts.
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- Quotations/Sales Orders (implemented in sales_team_security_sale)
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- Leads/Opportunities (implemented in sales_team_security_crm)
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It also handles the sync (auto-creation and remove) of followers in
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company partners and childs of them according to salesmans. Any example
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about it: - Partner company \> Salesman: Admin - Partner company,
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Contact 1 \> Without salesman - Partner company, Contact 2 \> Salesman:
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Demo All these partners have these followers: Admin + Demo
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And finally, there are rules for partners to be restricted to the own
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ones for the group "User: Own Documents Only" for being coherent with
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the permission scheme. Someone with this permission will see:
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- Contacts without salesman assigned.
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- Contacts with them as salesman.
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- Contacts with them as follower.
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For keeping consistent accesses, followers of the main and
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shipping/invoice contacts are synced according the salesman of the
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children contacts
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sales_team_security/readme/INSTALL.md
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sales_team_security/readme/INSTALL.md
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At installation time, this module syncs followers in
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parent contacts and invoice/shipping addresses. If you have a lot of
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contacts, this operation can take a while.
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sales_team_security/readme/ROADMAP.md
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sales_team_security/readme/ROADMAP.md
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- This module modifies the sales security groups hierarchy, so any other
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module doing something similar might conflict with this one.
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