27 lines
1.2 KiB
Markdown
Executable File
27 lines
1.2 KiB
Markdown
Executable File
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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