flectra/addons/sales_team/security/sales_team_security.xml

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XML

<?xml version="1.0" encoding="utf-8"?>
<flectra>
<record id="group_sale_salesman" model="res.groups">
<field name="name">User: Own Documents Only</field>
<field name="category_id" ref="base.module_category_sales_management"/>
<field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
<field name="comment">the user will have access to his own data in the sales application.</field>
</record>
<record id="group_sale_salesman_all_leads" model="res.groups">
<field name="name">User: All Documents</field>
<field name="category_id" ref="base.module_category_sales_management"/>
<field name="implied_ids" eval="[(4, ref('group_sale_salesman'))]"/>
<field name="comment">the user will have access to all records of everyone in the sales application.</field>
</record>
<record id="group_sale_manager" model="res.groups">
<field name="name">Manager</field>
<field name="comment">the user will have an access to the sales configuration as well as statistic reports.</field>
<field name="category_id" ref="base.module_category_sales_management"/>
<field name="implied_ids" eval="[(4, ref('group_sale_salesman_all_leads'))]"/>
<field name="users" eval="[(4, ref('base.user_root'))]"/>
</record>
<record id="crm_rule_all_salesteam" model="ir.rule">
<field name="name">All Salesteam</field>
<field ref="sales_team.model_crm_team" name="model_id"/>
<field name="domain_force">[('team_type','in', ['sales', 'website'])]</field>
<field name="groups" eval="[(4, ref('sales_team.group_sale_salesman_all_leads'))]"/>
</record>
<record model="ir.rule" id="sale_team_comp_rule">
<field name="name">Sales Channel multi-company</field>
<field name="model_id" ref="model_crm_team"/>
<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
</record>
<record model="ir.ui.menu" id="sales_team.menu_sale_config">
<field name="name">Configuration</field>
<field eval="[(6,0,[ref('base.group_system')])]" name="groups_id"/>
</record>
<record model="ir.rule" id="crm_team_multi_branch_rule">
<field name="name">CRM Team multi-branch</field>
<field name="model_id" ref="sales_team.model_crm_team"/>
<field name="groups" eval="[(4, ref('base_branch_company.group_multi_branch'))]"/>
<field name="domain_force">['|',('branch_id','=', False),'|',('branch_id','=',user.default_branch_id.id), ('branch_id','in', [b.id for b in user.branch_ids])]</field>
</record>
<data noupdate="1">
<record id="base.default_user" model="res.users">
<field name="groups_id" eval="[(4,ref('sales_team.group_sale_manager'))]"/>
</record>
</data>
</flectra>