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Sale documents permissions by teams

sales_team_security_sale folder_open OCA/sale-workflow open_in_new
Sales License: AGPL-3

Glue module between sales_team_security and sale.

This module adds permissions to sales documents according to such a group as "User: Team Documents Only".

  • Quotations/Sales Orders as implemented in sales_team_security_sale.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds record-level access rules so that users with the "Team Documents Only" sales permission can only see quotations, sales orders and their lines that belong to their own sales teams or that they personally own.

This module is a small bridge that connects the generic team-based security framework with the Sales application. It does not add new screens or buttons; instead it installs three access rules that limit which sales records a user is allowed to see.

  • Quotations and sales orders: a user with the team-limited sales permission only sees orders they own themselves, orders with no salesperson assigned, or orders whose sales team is one of the teams the user belongs to.
  • Sales order lines: the same idea applies to the individual lines of an order, based on the salesperson on the line or the team of the parent order.
  • Sales analysis reporting: the same restriction is applied to the sales analysis data, so reports and pivot views only show figures for the user's own teams or own orders.

The rules are attached to the sales team manager group provided by the team security module, so they only affect users who have that "Team Documents Only" style permission. Users without it keep their normal visibility. The module installs automatically when both Sales and the team security module are present, and it touches the sales order, sales order line and sales analysis models.

Depends on

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

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

Sources · Odoo 17.0

Confirmed on 2026-11-03 in branch 17.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 19.0
  • Go to Settings \> Users & Companies \> Users.
  • Open or create a user.
  • In the "Sales" section under "Access Rights" tab choose the option "User: Team Documents Only".

No verified information in OCA: Installation, Usage.

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.