=============================================== Sales documents permissions by channels (teams) =============================================== .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! source digest: sha256:24b329b5d549776cc4304d55a06f0257822eea382c56b85bbc9e0cba29843d6a !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png :target: https://odoo-community.org/page/development-status :alt: Production/Stable .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github :target: https://github.com/OCA/sale-workflow/tree/18.0/sales_team_security :alt: OCA/sale-workflow .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sales_team_security :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png :target: https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0 :alt: Try me on Runboat |badge1| |badge2| |badge3| |badge4| |badge5| 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 `_. 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 `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ------- * Tecnativa Contributors ------------ - `Tecnativa `__: - Pedro M. Baeza - Víctor Martínez - César A. Sánchez - Carlos Lopez - `Guadaltech `__: - Ramón Bajona - Iván Todorovich - `Pesol `__: - Jonathan Oscategui Taza 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. .. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px :target: https://github.com/pedrobaeza :alt: pedrobaeza .. |maintainer-ivantodorovich| image:: https://github.com/ivantodorovich.png?size=40px :target: https://github.com/ivantodorovich :alt: ivantodorovich Current `maintainers `__: |maintainer-pedrobaeza| |maintainer-ivantodorovich| This module is part of the `OCA/sale-workflow `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.