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1 Atsakyti
1791 Rodiniai

I have created three different teams:
Team A
Team B 
Team C

And would like to have a User:All documents defined employee (pertaining to Team A and C), that can only see opportunities from teams A and C, and not team B, which they are not part of.

Is this possible?

Thank you in advance!

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Atmesti
Best Answer

Yes, you would need to define the rule for the group

https://www.odoo.com/forum/help-1/record-rule-for-sales-team-members-in-crm-202111

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Atmesti
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