<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.svg"> </a> <a name="security-rules-for-sales-teams"></a> <h2>Security rules for sales teams</h2> <p>This module sets different permissions levels for accessing sales and CRM records based on the sales team: customers, sales orders, leads, opportunities and sales teams.</p> <p>It also handles the propagation of the sales team from commercial partners to the contacts, which standard doesn't make.</p> <a name="installation"></a> <h3>Installation</h3> <p>At installation time, this module sets int all the contacts that have the sales team empty the sales team of the parent. If you have a lot of contacts, this operation can take a while.</p> <a name="usage"></a> <h3>Usage</h3> <p>On the user configuration (Configuration &gt; Users &gt; Users), select in the <em>Sales Team</em> section the option &quot;See only own team&quot;. Then, the documents mentioned before will be filtered out to have only those belonging to the teams the user belongs to.</p> <a name="bug-tracker"></a> <h3>Bug Tracker</h3> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20sales_team_security%0Aversion:%209.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <a name="known-issues-roadmap"></a> <h3>Known issues/Roadmap</h3> <ul class="simple"> <li>This module is designed for support only sales part, so someone that has access to other Odoo parts (for example, an accountant), shouldn't have this new permission, or some access errors will be found when seeing invoices and other documents. A <em>sales_team_security_account</em> bridge module can be done for fixing this case, but not in the case of for example warehouse.</li> </ul> <a name="credits"></a> <h3>Credits</h3> <a name="contributors"></a> <h4>Contributors</h4> <ul class="simple"> <li>Pedro M. Baeza &lt;<a class="reference external" href="mailto:pedro.baeza&#64;serviciosbaeza.com">pedro.baeza&#64;serviciosbaeza.com</a>&gt;</li> <li>Victor M. Martin &lt;<a class="reference external" href="mailto:victor.martin&#64;elico-corp.com">victor.martin&#64;elico-corp.com</a>&gt;</li> </ul> <a name="maintainer"></a> <h4>Maintainer</h4> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="http://odoo-community.org/logo.png" /></a> <p>This module is maintained by the OCA.</p> <p>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.</p> <p>To contribute to this module, please visit <a class="reference external" href="https://odoo-community.org">https://odoo-community.org</a>.</p>