$ 6.72
| Required Apps |
•
Discuss (mail)
• Invoicing (account) |
| Technical Name |
dev_partner_access
|
| License | OPL-1 |
| Technical Name |
dev_partner_access
|
| License | OPL-1 |
Introduction
This module enables you to restrict salespeople to view only their own customers and associated sales orders, thereby enhancing privacy, data security, and focused accountability in your sales workflow. It is designed for CRM and sales teams who want to simplify their user interface and ensure that each salesperson works exclusively with their own accounts, while administrators retain full visibility. By using this module, organizations can improve data security and sales team accountability without compromising performance.
Key Features
Limit salesperson visibility to only their assigned customers in CRM
Restrict access so each salesperson sees only their own sales orders
Automatically filter partner records based on user assignment
Seamless integration with sales and CRM workflows
Works alongside discussion (mail) and invoicing/account modules
Easy to install and configure via Odoo’s module settings
Role-based access control to maintain administrator oversight
Benefits
Ensures data privacy by isolating customer and order records per salesperson
Reduces risk of cross-customer data leakage
Streamlines user experience by removing irrelevant records
Enhances sales accountability and ownership
Eases administration by applying consistent access rules automatically
Helps maintain clean data segregation in multi-user sales teams
Compatibility & Technical Details
Requires modules: Discuss (mail), Invoicing (account)
Technical (module) name: dev_partner_access
License: OPL-1 (proprietary license)
Installation steps:
1. Upload module into your Odoo addons directory
2. Update apps list and enable developer mode
3. Install “Salesperson Own Customer & Sale Orders” from the Apps menu
4. Assign each salesperson to their customers, configure access rights
5. Test visibility from salesperson accounts to confirm restrictions
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.