This module introduces the following features:
- Adds the Operating Unit (OU) to the Sales Team.
- The user's default Operating Unit (OU) is proposed at the time of creating the Sales Team.
- Security rules are defined to ensure that users can only see the Sales Team of that Operating Units in which they are allowed access to.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds an Operating Unit to Sales Teams, so each team can be linked to a business unit. Users only see the sales teams belonging to the operating units they are allowed to access.
This module links Sales Teams to Operating Units, a way of splitting your company into separate business units.
- On the Sales Team form you get a new Operating Unit field, shown to users who work with multiple operating units. When you create a new team, the system proposes your own default operating unit automatically.
- The same Operating Unit column is added to the Sales Teams list and to the search filters, so you can quickly find or filter teams by operating unit.
- A security rule is added on Sales Teams: a user can only see teams whose operating unit is one of the operating units allowed for that user. Teams with no operating unit set remain visible to everyone.
- The rule only restricts viewing. It does not block creating, editing or deleting teams, so those actions stay governed by the normal Odoo access rights.
The module touches the Sales Teams model (crm.team) and its existing form, list and search screens, and it depends on the Sales Teams and Operating Unit modules.
Depends on
Required by other modules
Models and fields (1)
- crm.team · extends an existing modeloperating_unit_id
Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/operating-unit.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0Add the operating unit to sales team
No verified information in OCA: Installation, Configuration.
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.