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Partner category security (crm extension)

partner_category_security_crm folder_open OCA/partner-contact open_in_new
Customer Relationship Management License: AGPL-3

This is a glue module between "partner_category_security" and "crm" to mitigate the permissions to manage contact tags.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

This glue module limits what salespeople can do with contact tags in the CRM app, giving them read-only access instead of full management rights.

This module connects two existing features: the contact tag security rules and the CRM app. Its only visible effect is a change in permissions.

  • Salespeople (the standard sales team user group) can still see contact tags, but they can no longer create, edit or delete them from the CRM screens.
  • The restriction is applied to the contact tag model (res.partner.category), which is the same list of tags used on contacts and leads/opportunities.
  • No new menus, buttons, reports, checks, computed fields or scheduled actions are added by this module.
  • It installs automatically when both the contact tag security module and CRM are present, so no manual setup is needed.

In practice, a salesperson working in CRM can still assign existing tags to contacts or opportunities, but managing the tag list itself is reserved for users with the appropriate rights. This keeps the tag catalogue consistent and avoids duplicates created by sales users.

Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/partner-contact.

terminal Installation and usage

OCA documentation · Odoo 16.0
  • Sales / User: Own Documents Only permission only allows reading the tags assigned to contacts.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.