Use Odoo HR hierarchy to define Voxbi calls visibility

use odoo hr hierarchy to define voxbi calls visibility

⟷ set mentorship in odoo hr to control call visibility for users and their mentors

what changes

voxbi will integrate with the odoo hr module to use the existing mentorship relationships. calls made or received by a user will be visible to that user and their assigned mentors. this replaces manual visibility settings with an automated, hierarchical approach.
the change ensures that call data respects organizational structure defined in odoo hr, improving oversight and collaboration between mentors and mentees.

benefits

  • automated call visibility based on hr hierarchy
  • improved mentor oversight of mentee calls
  • reduced manual configuration errors
  • consistent data access aligned with org structure

use cases

  • mentors reviewing calls made by their mentees
  • managers monitoring team call activity
  • hr teams enforcing data access policies
  • support teams coordinating via shared call visibility

how it works

  1. configure mentorship relationships within the odoo hr module.
  1. voxbi syncs mentorship data to determine call visibility rules.
  1. when a call occurs, voxbi checks the caller’s mentors and grants visibility accordingly.
  1. users and their mentors can view relevant calls in voxbi’s interface without extra setup.
▸ ensure mentorship data in odoo hr is accurate and up to date to maintain correct call visibility settings