I have multible saleteams and I don't want them to see pipeline for the others, how can I prevent that.
I also want that some pipelines can being hide on the dashboard
Best regards
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilidad
- Inventario
- PoS
- Proyecto
- MRP
Se marcó esta pregunta
1
Responder
3488
Vistas
Hello,
It's an out-of-the-box configuration. Basically you have groups in sales application, to manage, Own Leads or All Leads.
If you wish a salesman sees it's own list/pipes then you can assign that user a rule Manage Own leads and it can see only
Pipelines on which he is assigned(or those pipelines on which nobody assigned).
Regards,
¿Le interesa esta conversación? ¡Participe en ella!
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
Inscribirse| Publicaciones relacionadas | Respuestas | Vistas | Actividad | |
|---|---|---|---|---|
|
3
sept 21
|
2931 | ||
|
Limit access to application
Resuelto
|
|
2
ene 20
|
7876 | |
|
How to setup the access to public.
Resuelto
|
|
1
oct 17
|
10174 | |
|
0
oct 16
|
3844 | ||
|
1
jul 25
|
1246 |
