Hi,

To give a sales representative seamless access to multiple Odoo companies without manual switching, grant them access to all relevant companies in their user settings under "Allowed Companies" and set a default company. The crucial step is to modify or create a record rule for opportunities (crm.lead) using the IN operator in the domain filter. This allows the sales representative to see opportunities from all their allowed companies simultaneously, without needing to switch between them.

The recommended domain filter is ['|', ('company_id', '=', False), ('company_id', 'in', user.company_ids.ids)]. Test thoroughly to ensure the record rules work correctly and prioritize security when modifying them. This approach ensures opportunities are visible across all relevant companies, improving efficiency and preventing missed leads.

Hope it helps

Thank you for help me.

My question is about salesperson. Each salesperson has a record of interested clients as direct opportunities and they are registered in the contact application. However, if the salesperson is only registered with one company, the other branches cannot find the client data registered by the representative. Therefore, the data only appears in the representative's virtual branch, and the representatives are registered for the company as a whole.

Odoo’s multi‑company logic is designed so each user has a default company and can manually switch or activate others. There isn’t a built‑in option to “auto‑activate all companies” at login, because Odoo enforces company boundaries for security and data segregation.

If you want a sales rep to always see opportunities across all branches without toggling, you have two main approaches:

• Access rights: Give the user access to all companies and configure their default company. They’ll still need to activate others if they want to work across them in the UI.

• Customization: Extend the login/session logic so all companies are activated automatically for that user. This usually means overriding the res.users context or writing a small module that sets allowed_company_ids at login.

by default Odoo requires manual activation for multi‑company users. To bypass that, you’d need a small customization that auto‑loads all allowed companies into the user’s session or creating such access rights that cover your need about this matter.