489 lines
15 KiB
HTML
Executable File
489 lines
15 KiB
HTML
Executable File
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</head>
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<body>
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<div class="document" id="sales-documents-permissions-by-channels-teams">
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<h1 class="title">Sales documents permissions by channels (teams)</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:24b329b5d549776cc4304d55a06f0257822eea382c56b85bbc9e0cba29843d6a
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/sale-workflow/tree/18.0/sales_team_security"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/sale-workflow-18-0/sale-workflow-18-0-sales_team_security"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/sale-workflow&target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>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):</p>
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<ul class="simple">
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<li>Contacts.</li>
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<li>Quotations/Sales Orders (implemented in sales_team_security_sale)</li>
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<li>Leads/Opportunities (implemented in sales_team_security_crm)</li>
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</ul>
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<p>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, Contact
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1 > Without salesman - Partner company, Contact 2 > Salesman: Demo All
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these partners have these followers: Admin + Demo</p>
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<p>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:</p>
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<ul class="simple">
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<li>Contacts without salesman assigned.</li>
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<li>Contacts with them as salesman.</li>
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<li>Contacts with them as follower.</li>
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</ul>
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<p>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</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
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<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="installation">
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<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
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<p>At installation time, this module syncs followers in parent contacts and
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invoice/shipping addresses. If you have a lot of contacts, this
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operation can take a while.</p>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
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<ol class="arabic simple">
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<li>Go to <em>Configuration > Users & Companies > Users</em>.</li>
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<li>Open or create a user.</li>
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<li>On the section “Sale”, select “User: Team documents”.</li>
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</ol>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>This module modifies the sales security groups hierarchy, so any other
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module doing something similar might conflict with this one.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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<a class="reference external" href="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**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
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<ul class="simple">
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<li>Tecnativa</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
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<ul class="simple">
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
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<li>Pedro M. Baeza</li>
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<li>Víctor Martínez</li>
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<li>César A. Sánchez</li>
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<li>Carlos Lopez</li>
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</ul>
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</li>
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<li><a class="reference external" href="https://www.guadaltech.es">Guadaltech</a>:<ul>
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<li>Ramón Bajona</li>
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</ul>
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</li>
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<li>Iván Todorovich <<a class="reference external" href="mailto:ivan.todorovich@gmail.com">ivan.todorovich@gmail.com</a>></li>
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<li><a class="reference external" href="https://www.pesol.es">Pesol</a>:<ul>
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<li>Jonathan Oscategui Taza <<a class="reference external" href="mailto:info@pesol.es">info@pesol.es</a>></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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|
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
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<p><a class="reference external image-reference" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/ivantodorovich"><img alt="ivantodorovich" src="https://github.com/ivantodorovich.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/18.0/sales_team_security">OCA/sale-workflow</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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