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CRM documents permissions by teams

sales_team_security_crm folder_open OCA/sale-workflow open_in_new
Customer Relationship Management License: AGPL-3

Glue module between sales_team_security and crm.

auto_awesome What this module does

AI-generated from the code · Odoo 17.0

Adds record-level access rules so sales team managers only see CRM leads, activities and sales teams that belong to their own teams (or are unassigned).

This module is a small bridge that makes the sales team security rules apply to CRM documents. It does not add new screens or buttons; it changes what data users can see.

For users in the sales team manager group, three access rules are installed:

  • Leads and opportunities: a manager can only see leads/opportunities that are assigned to them or unassigned, plus those belonging to the sales teams they manage.
  • Activities analysis: the same restriction applies to the CRM activity analysis data used for reporting, so reports only count the leads and activities the manager is allowed to see.
  • Sales teams: a manager can only see the sales teams they belong to.

These rules are record rules on the CRM lead, CRM activity report and sales team models. They are installed automatically when both the CRM and sales team security modules are present, and they are not updated afterwards. No new menus, fields, computations, emails or scheduled actions are added by this module.

Depends on

crmsales_team_security

Text generated by AI (DeepSeek) from reading the Odoo 17.0 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: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/sale-workflow.

terminal Installation and usage

No verified information

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.

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.