Hi,

You can create record rules so users can only see contacts, sales, and documents that belong to their own sales team.

Steps

    1. 1. Go to: Settings → Technical → Security → Record Rules

    2. 2. Create a new rule for each model (e.g., res.partner, sale.order, documents.document).

    3. 3. Set the rule domain as shown below:

Rule Domains

For Contacts (res.partner):

['|',

('user_id.sale_team_id.member_ids', 'in', [user.id]),

('sale_team_id.member_ids', 'in', [user.id])]

For Sales Orders (sale.order):

['|',

('user_id.sale_team_id.member_ids', 'in', [user.id]),

('team_id.member_ids', 'in', [user.id])]

For Documents (linked to sales or contacts):

['|',

('partner_id.user_id.sale_team_id.member_ids', 'in', [user.id]),

('sale_order_id.team_id.member_ids', 'in', [user.id])]

    4. 4. Apply the rule to the correct user groups, such as “Sales / User: Own Documents Only”.

    5. 5. Save and refresh. Users will now only see records belonging to their own sales team.

Hope it helps.

Restricting Access to Same Sales Team Records in Odoo

You can create record rules to ensure users only see:

Contacts (res.partner)

Sales Orders (sale.order)

Documents (e.g., ir.attachment)

That are assigned to users in the same Sales Team (crm.team) as them.

Example Record Rule Domain:

For res.partner and sale.order:

['|', ('user_id', '=', False),('user_id.sale_team_id', 'in', user.sale_team_id.ids)]

This allows access only if:

The record has no assigned user, OR

The assigned user is in the same sales team

Important points:

• Adjust domains for documents based on how they're linked (res_model and res_id).
• Apply rules to appropriate user groups (e.g., Sales / User: Own Documents Only).