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sales_team_security
<h1 class="title">Sales documents permissions by channels (teams)</h1>
<p><a class="reference external" 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" 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" href="https://github.com/OCA/sale-workflow/tree/11.0/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" href="https://translation.odoo-community.org/projects/sale-workflow-11-0/sale-workflow-11-0-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" href="https://runbot.odoo-community.org/runbot/167/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module adds a new group called "Channel manager", that includes
the proper permissions for showing only the information related to that
channel:</p>
<ul class="simple">
<li>Leads/Opportunities</li>
<li>Customers</li>
<li>Quotations/Sales Orders</li>
</ul>
<p>It also handles the propagation of the sales team from commercial partners to
the contacts, which standard doesn't do.</p>
<p>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.</p>
<p>REMARK: partner restrictions won't work unless you touch in the DB an existing
record rule. See more details in Know issues section.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<p>At installation time, this module sets in 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="configuration"></a>
<h2><a class="toc-backref" href="#id2">Configuration</a></h2>
<ol class="arabic simple">
<li>Go to <em>Configuration > Users & Companies > Users</em>.</li>
<li>Open or create a user.</li>
<li>On the section "Application Accesses", select "Channel Manager" option in
"Sales" part.</li>
</ol>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2>
<ul>
<li><p class="first">For restricting partners access, you have to disable or edit the existing
rule "res.partner.rule.private.employee" to something similar to:</p>
<pre>
<code lang="python">[('message_follower_ids', 'in', user.partner_id.ids),
'|', ('type', '!=', 'private'), ('type', '=', False)]</code>
</pre>
</li>
<li><p class="first">This module modifies sales security groups hierarchy, so any other module
doing something similar might conflict with this one.</p>
</li>
<li><p class="first">This module is designed for supporting 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 <cite>sales_team_security_account</cite> bridge module can be done
for fixing this case, but not in the case of other parts like warehouse.</p>
</li>
<li><p class="first">Split the module in 2 as now <cite>crm</cite> is independent.</p>
</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2>
<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:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id5">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id6">Authors</a></h3>
<ul class="simple">
<li>Tecnativa</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id7">Contributors</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Pedro M. Baeza</li>
</ul>
</li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id8">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<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>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/11.0/sales_team_security">OCA/sale-workflow</a> project on GitHub.</p>
<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>