Odoo Help

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prevent access to pipeline depending on saleteams in odoo9 Enterprice

By
Birol Saglicak
on 9/26/16, 6:10 PM 237 views

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

0

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,

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Asked: 9/26/16, 6:10 PM
Seen: 237 times
Last updated: 9/28/16, 4:55 AM