Restrict every rep to their own customers
One coherent boundary across customers, sales orders and invoices — with a visible manager override, bulk assignment, and a one-click access verification report.
The problem
Out of the box, every Sales user can see every customer, quotation, sales order and invoice in the company. Reps browse each other's accounts, pricing and margins, and admins have no safe way to fence off territories without hand-building record rules — then no way to confirm the restriction actually holds.
The solution
Assign customers to one or more salespeople and the same boundary follows through to their orders and invoices, in every list, form and dropdown. Managers keep an explicit full-view override, and a built-in access report proves exactly what each rep can see.
A complete access boundary
Every capability below is implemented in the module.
Assigned Salespeople
Restrict customers to their assigned salesperson across the list view, form view, and every customer selector dropdown — there is no picker left open to route around the fence.
Shared Customer Accounts
Assign more than one salesperson to a single customer for primary-and-backup coverage or shared territories, without breaking the restriction model.
Sales Order Scoping
Salespeople see only sales orders tied to their assigned customers or where they are the named salesperson, keeping peers' deals and pricing private.
Invoice Scoping
Customer invoices follow the same boundary, closing the leak where a hidden customer's numbers would otherwise reappear through invoicing.
Manager Override
An explicit, visible group grants sales managers full, unrestricted visibility across customers, orders and invoices — no guessing who has the full view.
Per-User Restriction Toggle
A "Restrict to Own Customers" checkbox on each user record switches them between own-customers-only and full access, so back-office and power users are exempted with no code.
Bulk Assignment Wizard
Multi-select salespeople and customers, then add to or replace existing assignments in one pass — instead of mapping accounts one customer at a time.
Access Verification Report
A "what can this salesperson see?" report shows the exact count of customers, sales orders and invoices in scope for any rep, plus the customer list itself.
Anti-Escalation Guard
Restricted salespeople cannot edit the salesperson field to reassign themselves access to records outside their scope.
How it works
Enable Restriction
Check "Restrict to Own Customers" on each salesperson's user record.
Assign Customers
Use the bulk wizard to map customers to one or more salespeople in a single pass.
Reps Work Their Book
Salespeople see only their assigned customers, orders and invoices everywhere in the UI.
Verify Access
Run the access report for any salesperson to confirm exactly what they can see.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Assigned Salespeople is a multi-select field, so shared or primary-and-backup accounts work without any workaround.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Salesperson permission for Own Customer
Restrict every salesperson to their own customers, orders and invoices — with a manager override, bulk assignment, and a one-click access verification report.
Buy on Odoo App Store