crm_security_group

Provide CRM-only security groups that segregate CRM access from wider sales permissions.

Key Features

res.groups: Introduces CRM-specific user, all documents, and administrator groups to isolate CRM permissions from sales roles.
crm.lead: Applies record rules and interface restrictions to limit CRM users to their own leads while hiding sales order actions without sales permissions.
crm.activity.report: Mirrors lead visibility rules so CRM users see only their own activity data unless granted broader groups.
crm.team: Adjusts dashboard buttons and metrics visibility to match CRM user privileges while reserving sales figures for salespeople.
ir.ui.menu: Reassigns CRM menu group assignments so CRM-only users access core CRM menus and managers handle reporting and configuration.
mail.activity.plan: Grants CRM administrators full control over activity plans, templates, and types via dedicated access rights.