===============================================
Sales documents permissions by channels (teams)
===============================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
:target: https://github.com/OCA/sale-workflow/tree/13.0/sales_team_security
:alt: OCA/sale-workflow
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/sale-workflow-13-0/sale-workflow-13-0-sales_team_security
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/167/13.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This module adds a new group called "Channel manager", that includes
the proper permissions for showing only the information related to that
channel (having assigned that channel/team or no channel at all, independently
from the assigned salesman):
* Leads/Opportunities
* Contacts.
* Quotations/Sales Orders
It also handles the propagation of the sales team from commercial partners to
the contacts, which standard doesn't do.
It also handles the sync (auto-creation and remove) of followers in company partners
and childs of them according to salesmans. Any example about it:
- Partner company > Salesman: Admin
- Partner company, Contact 1 > Without salesman
- Partner company, Contact 2 > Salesman: Demo
All these partners have these followers: Admin + Demo
And finally, there are rules for partners to be restricted to the own ones for
the group "User: Own Documents Only" for being coherent with the permission
scheme. Someone with this permission will see:
- Contacts without salesman nor channel assigned.
- Contacts without salesman assigned, but the same channel.
- Contacts with them as salesman, independently from the channel.
- Contacts with them as follower.
For keeping consistent accesses, followers of the main and shipping/invoice
contacts are synced according the salesman of the children contacts
**Table of contents**
.. contents::
:local:
Installation
============
At installation time, this module sets in all the contacts that have the sales
team empty the sales team of the parent, and sync followers in parent contacts
and invoice/shipping addresses. If you have a lot of contacts, this
operation can take a while.
Configuration
=============
#. Go to *Configuration > Users & Companies > Users*.
#. Open or create a user.
#. On the section "Application Accesses", select "Channel Manager" option in
"Sales" part.
Known issues / Roadmap
======================
* This module modifies sales security groups hierarchy, so any other module
doing something similar might conflict with this one.
* Split the module in 2 as now `crm` is independent.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sales_team_security%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Tecnativa <https://www.tecnativa.com>`__:
* Pedro M. Baeza
* Víctor Martínez
* `Guadaltech <https://www.guadaltech.es>`__:
* Ramón Bajona
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px
:target: https://github.com/pedrobaeza
:alt: pedrobaeza
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-pedrobaeza|
This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/13.0/sales_team_security>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "===============================================\nSales documents permissions by channels (teams)\n===============================================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png\n :target: https://odoo-community.org/page/development-status\n :alt: Production/Stable\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github\n :target: https://github.com/OCA/sale-workflow/tree/13.0/sales_team_security\n :alt: OCA/sale-workflow\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/sale-workflow-13-0/sale-workflow-13-0-sales_team_security\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/167/13.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nThis module adds a new group called \"Channel manager\", that includes\nthe proper permissions for showing only the information related to that\nchannel (having assigned that channel/team or no channel at all, independently\nfrom the assigned salesman):\n\n* Leads/Opportunities\n* Contacts.\n* Quotations/Sales Orders\n\nIt also handles the propagation of the sales team from commercial partners to\nthe contacts, which standard doesn't do.\n\nIt also handles the sync (auto-creation and remove) of followers in company partners\nand childs of them according to salesmans. Any example about it:\n- Partner company > Salesman: Admin\n- Partner company, Contact 1 > Without salesman\n- Partner company, Contact 2 > Salesman: Demo\nAll these partners have these followers: Admin + Demo\n\nAnd finally, there are rules for partners to be restricted to the own ones for\nthe group \"User: Own Documents Only\" for being coherent with the permission\nscheme. Someone with this permission will see:\n\n- Contacts without salesman nor channel assigned.\n- Contacts without salesman assigned, but the same channel.\n- Contacts with them as salesman, independently from the channel.\n- Contacts with them as follower.\n\nFor keeping consistent accesses, followers of the main and shipping/invoice\ncontacts are synced according the salesman of the children contacts\n\n**Table of contents**\n\n.. contents::\n :local:\n\nInstallation\n============\n\nAt installation time, this module sets in all the contacts that have the sales\nteam empty the sales team of the parent, and sync followers in parent contacts\nand invoice/shipping addresses. If you have a lot of contacts, this\noperation can take a while.\n\nConfiguration\n=============\n\n#. Go to *Configuration > Users & Companies > Users*.\n#. Open or create a user.\n#. On the section \"Application Accesses\", select \"Channel Manager\" option in\n \"Sales\" part.\n\nKnown issues / Roadmap\n======================\n\n* This module modifies sales security groups hierarchy, so any other module\n doing something similar might conflict with this one.\n* Split the module in 2 as now `crm` is independent.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sales_team_security%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Tecnativa\n\nContributors\n~~~~~~~~~~~~\n\n* `Tecnativa <https://www.tecnativa.com>`__:\n\n * Pedro M. Baeza\n * V\u00edctor Mart\u00ednez\n\n* `Guadaltech <https://www.guadaltech.es>`__:\n\n * Ram\u00f3n Bajona\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-pedrobaeza| image:: https://github.com/pedrobaeza.png?size=40px\n :target: https://github.com/pedrobaeza\n :alt: pedrobaeza\n\nCurrent `maintainer <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-pedrobaeza| \n\nThis module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/13.0/sales_team_security>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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