Sales Commissions Agent Restrict
This module provides access groups and rules to restrict access of agent user to contacts and sales.
If installing with demo data, the module also provides a user to ease testing from the point of view of the agent. You can log in using username agent and password agent.
auto_awesome What this module does
AI-generated from the code · Odoo 16.0Restricts what commission agents can see and change in Odoo: they only see their own commission lines and, optionally, only their own customers, and they cannot edit payment terms or agent assignments.
This module adds two access levels for commission agents under a new "Agent Access" category. "Display only own commission data" lets an agent see only the commission lines where they are the agent, and "Display only own commission data and customers" additionally limits contacts to the agent's own contacts.
On a sales order, agents see a new "My Commission" field showing the total commission that belongs to them, while the overall commission total and the button to recompute agent lines are reserved for sales managers. When an agent opens the agent lines of an order line, the list is read-only and shows only their own agent, commission and amount.
Business rules enforced automatically: - Agents cannot change a contact's payment terms or supplier payment terms. - Agents cannot change which agents are assigned to a contact. - When an agent creates a contact, they are automatically added as an agent on it. - The agent groups can only be given to users whose contact is marked as an agent; otherwise Odoo raises an error. - Marking or unmarking a contact as an agent automatically adds or removes the agent groups for its linked users. - For agents, the Sales & Purchases and Internal Notes pages are hidden on the contact form.
The module touches res.partner, res.users, sale.order, sale.order.line and the agent line model, and includes demo data with an "agent" user for testing.
Depends on
Models and fields (4)
- res.users · extends an existing model
- sale.order · extends an existing modelcurrent_agent_total (My Commission)
- res.partner · extends an existing model
- sale.order.line · extends an existing model
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: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/commission.
terminal Installation and usage
OCA documentation · Odoo 16.0Configuration
Source · Odoo 16.0- Create new user.
- Open related to user partner.
- Tick Agent checkbox.
- Go back to user.
- Select desired access groups related to agent.
- Grant to agent user one group from Sales category. Recommended to use Own Records Only.
Usage
Source · Odoo 16.0After agent user is configured, try to login as agent user and open contacts. You will see only contacts created by this user and contacts, to which he assigned as agent.
Agent user can see only sale orders, quotation created by him or where he present as agent.
Agent can create Sale Orders and Contacts (if has Create Contacts right).
Agent can see only own commission lines.
Agent can see only own commission lines total (My Commission) in the Sale Order.
Agent can't open commission line form.
Agent can't recompute agents commissions.
Agent can't edit commission lines.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.