Skip to Content
Menu
This question has been flagged
1 Odpoveď
1847 Zobrazenia

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!

Avatar
Zrušiť
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

Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
1
jún 23
2102
1
feb 24
1839
1
aug 23
1336