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Enabling multi-company sales team coordination in Odoo Enterprise through selective record-level access
Vieta: Hall 11.E - 2025-09-19 11:00 - 2025-09-19 11:30 (Europe/Brussels) (30 minučių)
Enabling multi-company sales team coordination in Odoo Enterprise through selective record-level access
Mert Ozbek
ERP Consultant at much. GmbH
Mert Ozbek
ERP Consultant at much. GmbH

Mert Ozbek is an ERP consultant at much. Consulting, and expert for building multi-dimensional data models and structures in Odoo. With a background in Business Administration, Industrial Engineering and Operational Management, Mert helps clients streamline processes while storing complex data structures and providing operational clarity.  


What if your sales teams in Germany and Brazil are unknowingly competing for the same customer?

In this talk, we'll explore a real-world problem faced by multinational companies using Odoo: lack of granular access rights that leads to duplicated sales efforts across companies. Our solution? A custom-built record whitelisting mechanism that allows selective record visibility across companies—without opening full company access.

We'll explain how this solution empowers global organizations to collaborate more effectively by providing selective visibility into leads, customers, or transactions while keeping company boundaries intact. You will learn how to implement this access control model, the time savings it can generate, and the key technical steps to deploy it within weeks. Whether you're a developer, consultant, or business decision-maker, this session gives you practical tools to strengthen sales coordination in multi-entity Odoo environments.

We'll also cover how this level of granularity supports selective access provisioning via bulk imports, exports, or tag-based access. For instance, only opportunities tagged as "E-Mobility" can be shared with the Sales Director in China, while keeping them hidden from the broader sales team in China.

Key Points:
- The problem: missed opportunities and duplicated sales work in a multi-company Odoo setup
- How record-level access differs from company-level or model-level permissions
- Business cases: when and why to use cross-company visibility selectively
- Architecture and implementation: building a record whitelist feature in Odoo
- Real-world results: use cases and time savings
- Deployment strategy: getting it done quickly and efficiently

Key Learnings:
- Understand Odoo's limitations in multi-company access control and how to work around them
- Learn how to implement record-level visibility without exposing entire databases
- Recognize when this solution is appropriate for your organization
- Explore flexible implementation options like tag-based whitelisting for custom access logic
- Gain insights into real productivity gains from better cross-company coordination

Target Audience:
- ERP consultants working with multinational clients
- Odoo developers interested in advanced access control
- Business operations managers at international companies
- Sales directors managing distributed teams across countries

Bilietai
Iš US$ 0,00 iki US$ 1.140,48
Kainoraštis: US: North America Kainoraštis
US: North America
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