Short answer: Odoo’s sales roles control which leads a salesperson can open, but not which fields, buttons or menus they see on those leads. To hide a field like Expected Revenue or Probability, block Create or Delete, or hide a CRM menu, install the free CRM Access Rights app by Vayasoft. You point at the item on the real CRM screen, choose what to hide, and press Publish. No XML, no developer, no cost.

What do Odoo’s CRM roles already control?

Odoo gives each user a Sales role:

• User: Own Documents Only sees only their own leads and opportunities.
• User: All Documents sees every lead.
• Administrator can also change CRM settings.

That decides which records someone can open. It doesn’t change what they see on the record. A junior rep who can open a lead still sees every field and every button on it.

What the free app adds

You want to…	With Odoo’s sales roles	With CRM Access Rights
Hide Expected Revenue or Probability from reps	Not possible per user	Hide it, or make it read-only
Hide the Lost Reason or a custom field	Not possible per user	Yes
Stop reps deleting or creating leads	Not per user	Block Create and Delete
Hide a CRM menu or submenu	Group-wide only	Per user or group
Hide the chatter on a lead	Not supported	Yes
Check what a rep actually sees	Log out and in as them	Log In As, one click

The app covers four CRM models: leads and opportunities (crm.lead), stages (crm.stage), sales teams (crm.team) and tags (crm.tag).

How do I hide a field from salespeople in Odoo CRM?

1. Install CRM Access Rights from the Odoo App Store. It’s free, with no trial and no expiry.
2. Open any lead and turn on Restrict Mode.
3. Hover over the field or button you want to restrict, and click the badge that appears.
4. Choose Hide or Read-only, and pick the user or group it applies to.
5. Press Publish. Until you do, the change sits in a draft tray that only you can see.
6. Use Log In As to open the CRM as that salesperson and confirm the result.

When do you need more than the free app?

The free app stops at the CRM. If you also want to restrict Sales, Inventory, Accounting or any other module, or need conditional rules, multi-company scoping, a mandatory reason on Log In As and a security audit, use User Access Rights Pro. It uses the same Restrict Mode across all of Odoo.

Frequently asked questions

Is CRM Access Rights really free?

Yes. There’s no trial period, no expiry and no credit card. Install it and use it.

Does it work outside the CRM app?

No. By design, every restriction applies only to the four CRM models: leads, stages, teams and tags.

Is my change visible to the user right away?

No. It stays in a draft tray, invisible to them, until you press Publish.

Can I lock myself out?

Yes, if you restrict a group you belong to. Keep one administrator account untouched.

Community or Enterprise?

Both editions, wherever the CRM app is installed.

What happens if I uninstall it?

Everything the app added is removed. Your CRM data and views are untouched.

Talk to Vayasoft

Setting up Odoo CRM for a sales team? Vayasoft configures pipelines, roles, lead scoring and access for trading and manufacturing companies. Book a free 30-minute call to see what your CRM could look like.

Links: CRM Access Rights on the Odoo App Store · CRM Access Rights product page

About Vayasoft: Vayasoft is an official Odoo Ready Partner based in India. We build Odoo apps and implement, upgrade and support Odoo for trading, manufacturing, solar EPC, retail and healthcare businesses.