1.2 KiB
Executable File
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