Sales documents permissions by channels (teams)

This module adds a new group called “Channel manager”, that includes
the proper permissions for showing only the information related to that
channel (having assigned that channel/team or no channel at all, independently
from the assigned salesman):
- Leads/Opportunities
- Contacts.
- Quotations/Sales Orders
It also handles the propagation of the sales team from commercial partners to
the contacts, which standard doesn’t do.
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 nor channel assigned.
- Contacts without salesman assigned, but the same channel.
- Contacts with them as salesman, independently from the channel.
- 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
Table of contents
At installation time, this module sets in all the contacts that have the sales
team empty the sales team of the parent, and sync followers in parent contacts
and invoice/shipping addresses. If you have a lot of contacts, this
operation can take a while.
- Go to Configuration > Users & Companies > Users.
- Open or create a user.
- On the section “Application Accesses”, select “Channel Manager” option in
“Sales” part.
- This module modifies sales security groups hierarchy, so any other module
doing something similar might conflict with this one.
- Split the module in 2 as now crm is independent.
Bugs are tracked on GitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
feedback.
Do not contact contributors directly about support or help with technical issues.
This module is maintained by the OCA.
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.
Current maintainer:

This module is part of the OCA/sale-workflow project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.