Odoo Help


Solution for Team Leaders see leads of all Members?

Shiva Napoleon
on 9/18/13, 10:12 AM 5,256 views

We have a sales team with multiple teams. Each team leader has multiple salespersons under him/her. We wanted a solution where salespersons see their own leads (already available solution), sales manager and above in heirarchy see all leads (already available) but Team leads see leads of all their team members. So we set up the team heirarchy in the Default sales team (in Users, not just in Employees). Then we followed these steps. Let me know if there is a better solution.

  1. Create "All Team Leads" record rule on Lead/opp object, with this rule

    ['&', ('section_id.user_id','=',user.id), ('section_id.member_ids', 'in', [user.id])]

  2. Create new Group " See All Team Leads" on Sales Object, inherit "Sales/See Own Leads" and apply "All Team Leads" rules.

  3. Add the Team Leads to this Access Rights group in Sales (doing this manually now - expecting better solutions where 'Team Leads' to automatically have rights)

Do the same if you want Phones, Orders and Order Lines too.

This solution we did also solves this question - Record Rule for Sales Team Leaders in old forum section.

Any better solution will be updated.

On 8/4/16, 1:50 PM

I would like step-by-step instructions where and how to do this.

or screenshots.

On 6/3/16, 11:39 PM

For ODOO 9.0, i update All Team Leads rule  (Thanks https://github.com/anajuaristi)

Detail: https://github.com/odoo/odoo/issues/4682

['|','|','|',('user_id','=',user.id),('user_id','=',False),('team_id.member_ids','in', [user.id]),('team_id.user_id','=',user.id)]

About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.


Odoo Training Center

Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.

Test it now

Question tools

4 follower(s)


Asked: 9/18/13, 10:12 AM
Seen: 5256 times
Last updated: 9/1/18, 12:18 PM