Sales Team Access Control

Sales Team Access Control

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Sales Team Access Control

Geminate comes with a feature for the sales team to control access on Sale Quotation / Sale Order, CRM Leads, Sales Teams and Contacts based on Team Leader / Team Member. It provides one more level of security where team leaders can access all data of their team member BUT team members can access only data of their own. it helps to secure your data and provide necessary information to the desired role of user.


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Exciting Features

Control access on Sale Quotation / Sale Order, CRM Leads, Sales Teams and Contacts based on Team Leader / Team Member configured on sales team.
Team leader can access all his own data plus their team member's data.
Team member can access all his own data only.
Helps to secure your data.
Provides one more level of security.
Easy to use and quick.

Note: Extensively Tested on Odoo Vanilla with Ubuntu OS

Screenshots

Team Member

Go to Settings -> Users & Companies -> Users.

Go to CRM -> Sales -> My Pipeline.

Records in which salesperson is set as logged in user OR salesperson is not set will be appeared.

Go to Sales -> Orders -> Orders.

Records in which salesperson is set as logged in user OR salesperson is not set will be appeared.

Go to Contacts -> Contacts.

Records in which salesperson is set as logged in user OR salesperson is not set will be appeared.

Team Leader

Go to Settings -> Users & Companies -> Users.

Go to Sales -> Orders -> Sales Teams.

Records in which Team Leader is set as logged in user OR Team Leader is not set will be appeared.

Go to CRM -> Sales -> My Pipeline.

Records in which salesperson is set as logged in user OR salesperson is not set but sales team leader can access all the records of his own and their team members plus with no sales person as well.

Go to Sales -> Orders -> Orders.

Records in which salesperson is set as logged in user OR salesperson is not set as but sales team leader can access all the records of his own and their team members plus with no sales person as well.

Go to Contacts -> Contacts.

Records in which salesperson is set as logged in user OR salesperson is not set as but sales team leader can access all the records of his own and their team members plus with no sales person as well.

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