Hello,
We've got 2 seller's manager. Each one manage 5 sellers.
We want that the first manager see CRM activities from his 5 sellers but not the others.
And sellers can only see own activities.
Is it possible ?
Thanks,
Laurent.
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Hello,
We've got 2 seller's manager. Each one manage 5 sellers.
We want that the first manager see CRM activities from his 5 sellers but not the others.
And sellers can only see own activities.
Is it possible ?
Thanks,
Laurent.
Create one group and one record rule in the xml file and then install / upgrade module.
<record id="group_cem_team_leader" model="res.groups">
<field name="name">Team Leader</field>
<field name="category_id" ref="base.module_category_sales_sales"/>
<field name="implied_ids" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
</record>
Create record rule for the team leader group.
<record id="crm_all_team_leads" model="ir.rule"> <field name="name">Team : All leads</field> <field ref="crm.model_crm_lead" name="model_id"/> <field name="domain_force">['|','|',('user_id','=',user.id),('user_id','=',False),('team_id.user_id','=',user.id)]</field> <field name="groups" eval="[(4, ref('group_cem_team_leader'))]"/> <field name="perm_read">1</field> <field name="perm_unlink">1</field> <field name="perm_write">1</field> <field name="perm_create">1</field> </record>
Then user will see only it's team's record.
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