We need salespeople in a multi-company setup to be able to create, edit, and bulk import their own leads within Odoo 18 using Sales Groups, without requiring an administrator to assign them.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- Müşteri İlişkileri Yönetimi
- e-Commerce
- Muhasebe
- Envanter
- PoS
- Project
- MRP
Bu soru işaretlendi
1
Cevapla
44
Görünümler
Hello Gabriel
This already exist, you can assign the users to the group:
Sales / User: Own Documents Only
In this group they will only be able to see the records related to them
However if you want to implement this in a new group
you can create the group then create a record rule like this:
Select all checkboxes
Name: "Leads: Own Records or whatever suits you"
Model: "Lead/Opportunity"
Rule Definition (Domain Filter): ['|',('user_id','=',user.id),('user_id','=',False)]
Groups (no group = global): "The Group You created"
also add the record rule: "CRM Lead Multi-Company" to the group you created to make sure they only see the leads related to their company
then add users to this group and make sure they are not in another group which have more privileges than this one
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Üye Ol| İlgili Gönderiler | Cevaplar | Görünümler | Aktivite | |
|---|---|---|---|---|
|
0
Eki 25
|
285 | ||
|
0
Eki 25
|
14 | ||
|
1
Eki 25
|
233 | ||
|
1
Eki 25
|
264 | ||
|
2
Eki 25
|
322 |
