$ 40.17
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies |
sales_person_customer_access
|
| Technical Name |
sales_team_customer_access
|
| License | OPL-1 |
| Technical Name |
sales_team_customer_access
|
| License | OPL-1 |
Introduction:
The Odoo Sales Team Customer Access module is designed to enhance data security by restricting customer visibility within the CRM. Sales team members can only view customers and contacts assigned to them, ensuring that sensitive information is accessible solely to authorized personnel.
Key Features:
Salesperson-Specific Access: Sales team members can view only customers and contacts where they are set as the salesperson.
Sales Team-Based Access: Sales team members can view customers and contacts associated with their sales team.
Combined Access Control: Customers and contacts can be assigned to specific salespersons and sales teams, allowing for granular access control.
Restricted Visibility: Sales team members cannot access customers or contacts outside their assigned sales team or without being designated as the salesperson.
Integration with Sales Orders and Invoices: The access control extends to sales orders and invoices, ensuring that sales team members can only view and manage records pertinent to their assigned customers.
Benefits:
Enhanced Data Security: Restricting access to customer information ensures that sensitive data is protected and only accessible to authorized personnel.
Improved Focus: Sales team members can concentrate on their assigned customers, leading to more personalized and effective service.
Streamlined Operations: Clear delineation of access rights reduces confusion and potential errors in customer management.
Compliance Support: Helps businesses adhere to data protection regulations by ensuring appropriate access controls are in place.
Compatibility & Technical Details:
Odoo Compatibility: Compatible with Odoo's latest versions, ensuring seamless integration with existing systems.
Installation Requirements: Requires Odoo's Sales, Discuss, and Invoicing modules to function effectively.
License: Distributed under the Odoo Proprietary License v1.0, allowing for modification and redistribution under specific conditions.
Support & Updates: Regular updates and support are provided to ensure the module remains compatible with Odoo's evolving ecosystem.
Technical Support: Dedicated support channels are available to assist with installation, customization, and troubleshooting.
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.