Give Your Sales Team Exactly the Visibility It Needs
Combine team-scoped and follower-based access into one model, with a visible sidebar, inline grants, an audit trail and a permission matrix your admins can actually read.
The problem
Odoo's native sales access is all or nothing: "Own Documents Only" blocks legitimate collaborators, while "All Documents" leaks every team's pipeline company-wide. Competing apps only solve half the problem — team-based sharing ignores ad-hoc collaborators, and follower-based sharing ignores team boundaries — and neither shows an administrator who can actually see a given order.
The solution
Sale Order Access By Sales Team combines team, follower, manual-grant and owner access into one rule set. Enable sharing per sales team from a menu, grant individual view-only or full-edit access inline, and see exactly who has access — and why — directly on the order, in an audit trail and in a permission matrix.
Everything Native Odoo Access Can't Do
Every capability below is implemented in the module.
Combined Team + Follower Access
A single order is visible to its sales team and its individual followers at once, so you never have to choose between the two competing access models.
Team-Scoped Visibility, No Leakage
Every member of a sales team sees the team's orders under "Own Documents Only", while visibility stops hard at the team boundary so other teams' quotations stay private.
Inline View-Only or Full-Edit Grants
Grant an individual user view-only or full-edit access directly from the order, with a clear confirmation before the change applies.
Visible Access Sidebar On Every Order
The order form shows a scope badge and the exact list of users who can currently view or edit it, so "who can see this?" is answered on the record itself.
Batch Grant & Revoke
Grant or revoke access across many orders at once from the list view, instead of updating records one by one.
Permission Matrix
A pivot view maps every team, user and access level in one grid, turning opaque configuration into something you can actually audit.
Access Audit Trail
Every grant is logged with who granted it, when, at what level and when it was last viewed — ready for compliance review or bulk import.
Sharing-Status Dashboard
See which sales teams have sharing enabled and how wide their scope is — with live member and shared-order counts — from a single screen.
Saved "My Team's Orders" Filter
Ready-made saved filters for "My Team's Orders", "Shared With Me" and "Following", plus group-by Sales Team, get reps into their pipeline in one click.
How it works
Enable Team Sharing
Toggle sharing per sales team from the team form or the dashboard — no code, no developer.
Grant Extra Access
Add view-only or full-edit access inline on an order, or in batch across a whole list.
See Who Can View It
The sidebar and Access page show every viewer, their level and when they last looked.
Audit & Report
Review the permission matrix and sharing dashboard whenever governance needs a check.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It works on top of the standard "Own Documents Only" and "All Documents" security groups by adding dynamic record rules for team, follower, manual-grant and owner access. Your existing groups keep working as before.
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.
Sale Order Access By Sales Team
Team membership and record followers combined into one access model, with inline view-only or full-edit grants, a permission matrix and a sidebar naming exactly who can see each order.
Buy on Odoo App Store