CODEerts
Sales app for Odoo
Contact Visibility by Salesperson & Team
Restrict which contacts each salesperson or team can see, using record rules on res.partner.
Overview
Contact Visibility by Salesperson & Team.
Contact Visibility lets you control who sees which contacts in Odoo. Using record rules based on salesperson and sales-team membership, each user only sees the partners they are entitled to, keeping your customer data properly compartmentalised.
Also included
Everything else in the box.
Contact Visibility by Salesperson & Team keeps your Odoo contact database properly segmented so each user sees only the customers they are responsible for. It is a simple, free way to protect customer data, reduce poaching between reps, and keep your CRM tidy.
What it does
The module applies record rules to res.partner based on the assigned salesperson and sales team membership. Salespeople see the contacts assigned to them and, optionally, those belonging to their team, while managers retain the broader access they need. There is nothing to script, the rules work across the contact views your team already uses.
Who it's for
Sales-driven businesses on Odoo that want clean territory boundaries, better data privacy, and fewer disputes over who owns which customer.
Questions
About Contact Visibility by Salesperson & Team.
How do I restrict which contacts a salesperson can see in Odoo?
Contact Visibility by Salesperson & Team applies record rules so each salesperson or team only sees their own contacts.
Can I hide other salespeople's customers in Odoo CRM?
Yes. Visibility is based on salesperson and sales team membership, with no custom code needed.
Does it affect managers and admins?
No. Managers and admins keep full visibility; the restriction applies only to the groups you configure.
How do I set up contact visibility in Odoo without custom code?
Install the module and choose which groups the restriction applies to, and the record rules on res.partner do the rest. There is nothing to script, and the rules work across the contact views your team already uses.
How does the salesperson restriction decide which contacts a user sees?
Visibility is driven by the assigned salesperson on the contact and, optionally, by sales-team membership. Each user sees the partners they own and, if you enable it, those belonging to their team.
Is the Contact Visibility module free and does it work on Community and Enterprise?
Yes, it is free and open source under LGPL-3 and works on both Community and Enterprise. Check the Odoo Apps Store listing for the exact version it supports.
On the Odoo Store
Get Contact Visibility by Salesperson & Team on the Odoo Store.
Pick your Odoo version and install it in a click, with free updates and real support behind it.
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CODEerts
CODEerts is a team of certified Odoo experts and full-stack engineers. We implement, customise and support Odoo ERP, then build the software around it.
