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I have a sales team, and an established contact list of about 400 clients. How can I set up odoo so than any sales team member can only see the contacts that are assigned to them?

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Hi, 

Please follow the steps,

1. Activate developer mode.

2. Go to settings-> technical-> security rule 

3. Create a new record.


Hope it helps

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Hi Cybrosys - this is a global Record Rule and would limit all users to only be able to see their own customers. Users would not be able to see suppliers / vendors or other contacts, so if you are using other apps such as inventory, purchasing, accounting, etc. you would have problems!

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You could create a record rule to achieve it.
Setting -> Technical -> Record Rules , then create a new record rule with model as Contact and Rule Definition (Domain Filter) as [('user_id', '=', user.id)]

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