I want to hide leads of one salesperson from other team-members.
However, the teamleader should be able to see leads.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Comptabilitat
- Inventari
- PoS
- Project
- MRP
This question has been flagged
Provide access to Sales -
User: Own Documents only - for salesperson
User: All documents for team leader
I want to conceal the leads associated with a specific salesperson, too.
Hi,
You can change the access right of the salesperson to User: Own Document Only.
You can refer to this blog
link:- https://www.cybrosys.com/blog/analysis-of-odoo-16-sales-access-rights-for-the-users
Regards
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrar-se