Simplify Access Management

"All In One Access Management app for setting the correct access rights (Hide/Unhide/Read-only)
on fields, models, menus, domains, buttons/tabs, views, actions, reports, chatter for any module,
any user, any company from one place!"

1

Hide Menu/Sub-menu

Now you can manage access rights for Menus/Submenus of any app. You can hide any menus/submenu and hide the main apps menus from any users.

2

Model Access

Now you can manage the access rights of any models like REPORTS, ACTIONS, VIEWS, CREATE, DELETE, UPDATE, ARCHIVE/UNARCHIVE, DUPLICATE, and EXPORT for the specified model.

3

Fields Access

Now you can manage access rights of any model's field. You can make any fields INVISIBLE, REQUIRED, READONLY, and hide External Links from any relational fields.

4

Domain Access

You can set CREATE, UPDATE, DELETE, and READ access rights of any model for the selected users only. And also you can customize domain to access models record based on any field.

5

Buttons/Tab Access Rights

You can make invisible any ACTIONS, SMART BUTTONS, and TABS from any model's view.

6

Readonly User

You can make any user READ-ONLY with just one click, By this action specified user can't modify anything in the system.

7

Chatter Access Rights

You can hide chatter properties( Send a message, Log Notes, Schedule Activity) of every model for any users by just one click.

8

Disable Developer Mode

You can disable developer mode for any user by just one click.

9

Hide Filters And Groups

You can hide Any filters and groups from any model's view.

Also the app allows you to create user-wise access management so that you can add/remove users
to and from any group(s) in batch and with much ease without any coding in very less time. And this
works with all the base and third party apps.
- All access rules allowed for Multi Company and Multi Users.

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Configuring correct access rights in Odoo is quite technical and lengthy process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you to avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access settings to specific users in one place.

- No technical knowledge needs.

- Work in both Odoo Community and Enterprise addons.

Configuring correct access rights in Odoo is quite technical and lengthy process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you to avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access settings to specific users in one place.

- Also the app allows you to create user-wise access management so that you can add/remove users to and from any group(s) in batch and with much ease without any coding in very less time. And this works with all the base and third party apps.

Important Note : Whenever you upgrade your database to newer version, before upgrading your database, please uninstall the Simplify Access Management module. If you don't, errors may occur. After the upgrade, reinstall the module.

To keep your rules, use the Simplify Import and Export module to export them from your old database and import them into the new one. Please note that you will need this module for both versions, as Odoo only supports imports between the same versions. Since this module is required for both versions, we're happy to offer a discount—contact us for more details!

Important Note : Whenever you upgrade your database to newer version, before upgrading your database, please uninstall the Simplify Access Management module. If you don't, errors may occur. After the upgrade, reinstall the module.

To keep your rules, use the Simplify Import and Export module to export them from your old database and import them into the new one. Please note that you will need this module for both versions, as Odoo only supports imports between the same versions. Since this module is required for both versions, we're happy to offer a discount—contact us for more details!

Here is the detailed explanation about all features of this module.

Module setup and fields explanation.

After installing this module, You need to enable a user group named 'Access management' for users, who you want to allow running this app.

First go to > Settings > Users > than check Access Management checkbox.

Click on image to Zoom out.

Now you have the access of access studio. you can see the app access studio in your odoo apps window.

Users :
Select the users to which you want to apply the access rules.
Read-Only :
This checkbox is for set ready-only access to any users. To make users ready-only in the environment, you have to change access from settings. But here only one click will make any user read-only in the environment.
Hide Chatter :
This checkbox is for hiding chatter for any users. after checking this field, selected users will not be able to watch the chatter window in every model's views.
Companies:
This rule is also applicable in multi companies, So here you can set companies in which you have to apply this rule.
Created by, Created On, Last Updated by, Last Updated on :
This fields show the detail of create date of this rule, Created on which date?, Last updated by and Last updated datetime.
Tabs (Menu Access, Model Access, Field Access, Domain Access, Button/Tab Access) :
This is the all are the access right setup tabs which is explained deeply in next pages.
Create Access Domain Form:
This Form is for set access of any model by domain, and ristrict access of read, write, delete, update. Detailed explanation available in domain access page.
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Now modifying the access right of fields (Invisible, Read-only, Required) for any model, and for any user it is quite simple.

Define user wise fields access right in odoo is not posssible. You can set fields access using a web studio. But here is some limitations -

You must have technical knowledge.

You have to need Odoo enterprise addons.

You will not be able to set access user-wise, if you set it from the studio, it will apply to all the users.

Dont Worry!!
Here is the solution

Simplified Access Management provides the feature which allows you to create user wise fields access rights from one place and solutions of all above problems.

No need to have technical knowledge, Only you have to understand our module features, and you will be rock.

Work in both Enterprise and Community versions(12,13,14,15).

Set access right user-wise with multi companies. Need to select users and activate your customized rules.

You can customize rules for base modules as well as third-party modules.

How to setup Field's access rights.

Here we have explained some examples step by step.

1

This example shows that how to make sale order fields invisible, readonly and required.

  • First create the new record in access studio.

  • In this form select the users and companies to which you want to apply this rule.

  • Then click on the Fields Access tab.

  • Below is a view of the creating record.

  • Click on image to Zoom out.

  • Now create the line and select model sale order.

  • Here we have added separate lines to apply different access on different fields.

  • Here is the view after create the lines for access right for different fields.

  • Click on image to Zoom out.

  • Here is the view before applying access rights for the sale order.

  • Before applying rule, the salesperson is editable, fiscal position is visible, and expiration date is not required.

  • Click on image to Zoom out.

  • Here is the view After applying access rights for the sale order.

  • Now, the salesperson is read only, fiscal position is invisible, and expiration date is required.

  • Click on image to Zoom out.

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Now set user-wise model's access right( Report, Actions, Views, Export) for any user from one place and.

To set the user-wise model's access right (for reports, actions, views, create, delete, edit, archive/unarchive, duplicate, restrict export, etc.) in your ERP is very difficult and time-consuming in Odoo. Here is some limitations -

You must have technical knowledge/technical person.

Not possible to set user wise access for models report, actions, views etc.

You have to create separate rules for all things Reports, actions, views, restrict export.

Dont Worry!!
Here is the solution

Simplified Access Management provides the feature which allows you to create user-wise model's(report, actions, views, export) access rights from one place and solutions of all above problems.

No need to have technical knowledge/technical person, Only you have to understand our module features.

You can access right user-wise with multi companies. Need to select users and activate your customized rules.

You can set access right for Report, View, Actions, Export in single rule.

You can customize rules for base modules as well as third-party modules.

How to setup Model's access rights.

Here we have explained some examples' step by step. At the last one example explained by video.

  • First of all you will need to know all about Models Access Right to make right rules for the users.

  • So, here we have explained all model access right features in below image. .

  • Click on image to Zoom out.

1

In this example we will restrict sale order create, delete, edit, actions, reports and views for the user mitchell admin.

  • Below Images show that mitchell admin has all the access right of a sale order model.

  • We highlighted his access that is created, delete, edit, report print, actions, and to see all views (tree,form,chart etc.)

  • Click on image to Zoom out.

Before Applying Rule

  • Here we have created rule of sale order model for the user mitchell admin.

  • In this rule, we have restricted (1) To print quotation report, (2) Action of generate payment, (3) To see the pivot, graph, grid views (4) Hide the buttons of create, edit, delete (5) To create duplicate record and export data of sale order.
    - Let see what happens after apply this rule.

  • Click on image to Zoom out.

Create Rule

  • After applying the above rule, See the affected result shown in the below image.

  • Now you can see that Sale order create, edit and delete access is restricted.

  • Mitchell Admin can't see the Pivot view, Graph view and Grid view.

  • Mitchell Admin can't be able to generate a payment for the quotation.

  • Mitchell Admin can't be able to export record and make duplicate record by action.

  • Click on image to Zoom out.

After Applying Rule
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Now you can restrict access of action buttons, object buttons, tabs and links (in kanban box) of the model for any user from one place.

Creating access rules for Action buttons, Object buttons, and Tabs is easily not possible in odoo. Here are some limitations.

You must have technical knowledge/technical person.

Not possible to create user-wise access rules.

Dont Worry!!
Here is the solution

Simplified Access Management provides the feature which allows you to create user wise Buttons/Tabs access rights from one place and solutions of all above problems.

No need to have technical knowledge/technical person, Only you have to understand our module features.

You can set user-wise access of buttons/tabs with multi companies.

You can set access right user-wise. Need to select users and activate your customized rules.

You can customize rules for base modules as well as third-party modules.

How to setup Buttons/tab access rights.

Here we have explained some examples step by step.

  • First of all you will need to know all about Button/Tab Access Right to make right rules for the users.

  • So, here we have explained all Button/Tab access right features in below image .

  • Click on image to Zoom out.

1

In this example we will restrict Buttons, Tabs, Kanban link of the model Picking types(stock.picking.types) and Transfers(stock.picking) for the user Mitchell Admin.

  • Below Images show that mitchell admin has all the access rights of model Picking types(stock.picking.types) and Transfers(stock.picking).

  • We highlighted his access that is Buttons, Tabs and all Kanban Links.

  • Click on image to Zoom out.

Before Applying Rule

  • Here we have created rule of model Picking types(stock.picking.types) and Transfers(stock.picking) for the user Mitchell Admin.

  • In this rule, We have restricted the links ('All' and 'Waiting') from the kanban view of the model 'Picking types'.

  • Click on image to Zoom out.

Create Rule

  • After applying the above rule, The result has shown in the below image.

  • Now you can see that Links ('All' and 'Waiting') is restricted from kanban view.

  • Mitchell Admin can't access the Buttons 'Validate' and 'Scrap'.

  • Mitchell Admin can't access the tab/page 'Operations' and 'Additional Info' in the form of model Transfers

  • Click on image to Zoom out.

After Applying Rule
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Now you can set access rights of menus/submenus for any user from one place.

To set user-wise access rights of menus are not possible in odoo. Here are some limitations to set menu access in odoo.

You must have technical knowledge/technical person.

Not possible to create user-wise access right rules.

Dont Worry!!
Here is the solution

Simplified Access Management provides the feature which allows you to create user wise Menu/Submenus access rights from one place and solutions of all above problems.

No need to have technical knowledge/technical person, Only you have to understand our module features.

You can set user-wise access right of menu/submenus with multi companies.

You can customize rules for base modules as well as third-party modules.

How to hide menu/submenu access rights.

Here we have explained some examples step by step. At the last one example explained by video.

  • First of all you will need to know all about Menu/Submenu Access Right to make right rules for the users.

  • So, here we have explained all Menu access right features in below view .

  • Click on image to Zoom out.

1

In this example we will set menu access rights for the user Mitchell Admin from the Sales module.

  • The below Image show that Mitchell Admin has access to all the menus.

  • We highlighted his access that is all the sales menus and submenus.

  • Click on image to Zoom out.

Before Applying Rule

  • Here we created the rule of menu access of sales module for the user Mitchell Admin.

  • In this rule we have restricted some sales module menus which is To Invoice, Reporting and Quotation Template.

  • Click on image to Zoom out.

Before Applying Rule

  • After applying the rule, You can see that the selected menus are restricted for the Mitchell Admin.

  • Click on image to Zoom out.

After Applying Rule
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Now you can set access rights of the model (read, write, delete, update) and set the domain to access the model's records for any user and from one place.

To set user-wise access rights of model access is only possible through record rules. But here are some limitations to set access by record rule in odoo.

You must have technical knowledge/technical person.

Not possible to create user-wise access right rules.

Does not work in multi-companies.

You need to create separate rules for access model's records and other permissions.

Dont Worry!!
Here is the solution

Simplified Access Management allows you to create user wise model access rights from one place and solutions of all above problems.

No need to have technical knowledge/technical person, Only you have to understand our module features.

You can set user-wise access right of menu/submenus with multi companies.

You can do all things (create, write, delete, update) access right in single rule.

You can set domain to allow access model's records for specific users only.

You can customize rules for base modules as well as third-party modules.

How to setup Domain's access rights.

Here we have explained some examples' step by step.

  • First of all you will need to know all about Domain Access Right to make right rules for the users.

  • So, here we have explained all Domain access right features in below image.

  • Click on image to Zoom out.

  • The first field is model selection. Select that model in which you want to set restrictions.

  • Read Access: Read checkbox used to set readonly access of the selected model for the specified users. They will not be able to do anything in the selected model except for reading.

  • Create Access: Create checkbox used to set only 'Create' access of the selected model for the specified users. They will not be able to Edit or Delete record in the selected model.

  • Update Access: Update/Write checkbox used to set 'Write/Update' access of the selected model for the specified users. They will not be able to Create or Delete record in the selected model.

  • Delete Access: Delete checkbox used to set 'Delete' access of the selected model for the specified users. They will not be able to Create record in the selected model.

  • Apply Filter: Apply filter is used to create customized domain rule where we can customize rule by selecting specific fields and records.

  • As displayed above, The 'Model Access' and 'Domain Access' both has the feature to restrict Record Create, Write and Delete. So, What is the difference between them?

Domain Access
While you set restriction by this rule, that means it will not take whole access from users, it only hides the button of Create, Delete, Edit. But user can do this thing by any backend process.

Ex. If we restrict to CREATE an invoice for any user. So they will not be able to create invoices from the invoice model. But they can able to make an invoice from a sale order by the action 'Create Invoice'.

Model Access
While you set restriction by this rule, that means system will take access from the user. now they will not able to do further things from anywhere.

Ex. If we restrict to CREATE an invoice for any user. So they will not be able to create invoices from anywhere. If they try to create a system will show a warning.

1

In this example we will create domain access for the model 'Project' and 'Project Task'.
- How to show only those projects to the users in who they are a Project Manager.
- How to show only those tasks to the users to which they are assigned.

  • The below Image show that Mitchell Admin can see all the 'Projects' and 'Project Task'.

  • We highlighted his accesses in the below images for the Projects and Tasks.

  • Click on image to Zoom out.

Before Applying Rule

  • Here we created the Domain Access rule for the user Mitchell Admin

  • To display only those PROJECTS in which he is the Project Manager.

  • To display only those TASKS which is assigned to him.

  • Click on image to Zoom out.

Create Rule

  • After applying the rule, Below images says that Mitchell Admin is restricted for further things.

  • He can see only those PROJECTS in which he is the Project Manager.

  • He can see only those TASKS which is assigned to him.

  • Click on image to Zoom out.

After Applying Rule
2

In this example we will create domain access for the model 'Sale Order' and 'Contacts'.
-How to make any user read-only and restrict to CREATE, EDIT, and DELETE access.
-How to give only CREATE access, And restrict to EDIT, DELETE access.

  • The below Image show that Mitchell Admin has all the access of sale orders and contacts.

  • We highlighted his accesses in the below images for the sale order and contacts model.

  • Click on image to Zoom out.

Before Applying Rule

  • Here we created the rule of menu access of sales module for the user Mitchell Admin.

  • In this rule, we have made Mitchell Admin to read-only for the sale order model. it means restricted to CREATE, EDITE, and DELETE sale order records.

  • Give EDIT access and restrict to CREATE and DELETE contact.

  • Click on image to Zoom out.

Create Rule

  • After applying the rule, Below images says that mitchell Admin is now restricted for the further things.

  • Click on image to Zoom out.

After Applying Rule
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Now You can make any user of your system Read-Only by just a single click.

To set any user Read Only is not possible easily in Odoo. Here is some limitations -

You must have technical knowledge/technical person.

Not possible to ser user-wise.

Does not work in multi-companies.

Dont Worry!!
Here is the solution

Simplified Access Management allows you to make any user read-only by on click and solutions of all above problems.

No need to have technical knowledge/technical person, Only you have to understand our module features.

You can set user-wise rule with multi companies.

You can customize rules for base modules as well as third-party modules.

How to setup Read Only's access rights.

Here we have explained example step by step.

  • First of all you will need to know all about Read Only Access to make perfect rules for the users.

  • For any users, you make 'Read Only' access those users will only get the access to read data of the system. they can't be able to do Create, Edit, Delete or any other actions in the system.

  • In the below image, we made Read-only access for the user Marc Demo.

  • Click on image to Zoom out.

Before Applying Rule

  • We have created rule Read-only for 'Marc Demo'. Let's see, What happens to him.

  • Click on image to Zoom out.

After Applying Rule

  • In short, If you want to remove the access and make Read-only any user of your system that can be possible by one click on here.

  • Any actions of the system which perform a database level process. that will not be completed by Read-only users.

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Now You can hide/restrict Chatter from the specific users.

To hide or restrict chatter for specific user is not possible in odoo. You can hide it by coding but it will hide from every user.

To hide it by customization to must have technical person.

If you will customize module to hide chatter it will hide from every user.

Dont Worry!!
Here is the solution

Simplified Access Management allows you to hide 'Chatter' for the specific users by just one click.

No need to have technical knowledge/technical person, Only you have to understand our module features.

You can hide it from a selected model and specific user.

You can customize rules for base modules as well as third-party modules.

How to set up Chatter access rights.

Here we have explained some examples step by step.

  • As you can see in the image, the user can see the chatter before applying the rule.

  • Click on image to Zoom out.

Before Applying Rule

  • To create the rule, go to the Access Studio app > Access Management > New > Chatter Tab
    and create a new rule to hide the chatter.

  • Once the rule is created, save it manually.

  • Click on image to Zoom out.

Create Rule

  • After applying the rule, you can see that Chatter is hidden from the user in the below image.

  • Click on image to Zoom out.

After Applying Rule

How to restrict chatter's buttons.

  • You can hide the buttons, which are in the chatter.

  • Click on image to Zoom out.

Before Applying Rule

  • Create the rules for hiding the Chat Buttons from the chatter.

  • Click on image to Zoom out.

Create Rule

  • After applying the rules, the user can't see the buttons.

  • Click on image to Zoom out.

After Applying Rule
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Now you can hide/restrict some buttons on all installed modules for specific users.

Hiding or restricting features for a specific user is not possible in Odoo. You can hide it by coding, but it will be hidden from every user.

To hide it through customization, you must have a technical person.

If you customize the module to hide features, it will hide them from every user.

Dont Worry!!
Here is the solution

Simplified Access Management allows you to hide some features from specific users with just one click.

There is no need to have technical knowledge/technical person; you only have to understand our module features.

You can hide it from selected users only.

You can customize rules for base modules as well as third-party modules.

How to setup Global access rights.

Here we have explained some examples step by step.

  • This rule will apply globally. That means when you check the box for any rules on this tab, they will affect every module installed in the database.

  • Check the box to hide the given buttons for all the installed models from the user.

  • E.g., The Sales model

  • Click on image to Zoom out.

Before Applying Rule

  • To create the rule, go to the Access Studio app > Access Management > New > Global Tab and create a new rule to hide the given buttons in the global tab.

  • Check the box of the buttons you want to hide from the user.

  • E.g., The Sales model

  • Click on image to Zoom out.

Create Rule

  • As shown above, selected buttons will be hidden from the user after checking the boxes.

  • Click on image to Zoom out.

After Applying Rule
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Now you can hide filters and groups from any model's view.

To disable developer mode in odoo from specific user is quite technical and long process.

To hide it through customization, you must have a technical person.

If you customize the module to hide features, it will hide them from every user.

Dont Worry!!
Here is the solution

Simplified Access Management allows you to hide some features from specific users with just one click.

There is no need to have technical knowledge/technical person; you only have to understand our module features.

You can hide it from selected users only.

You can customize rules for base modules as well as third-party modules.

How to setup Disable Developer Mode.

Here we have explained some examples step by step.

  • Here you can able to see disable developer mode.

  • Click on image to Zoom out.

Before Applying Rule

  • You can use this feature to hide disable developer mode in one selection.

  • Click on image to Zoom out.

After Applying Rule
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Now you can hide filters and groups from any model's view.

To disable developer mode in odoo from specific user is quite technical and long process.

To hide it through customization, you must have a technical person.

If you customize the module to hide features, it will hide them from every user.

Dont Worry!!
Here is the solution

Simplified Access Management allows you to hide some features from specific users with just one click.

There is no need to have technical knowledge/technical person; you only have to understand our module features.

You can hide it from selected users only.

You can customize rules for base modules as well as third-party modules.

How to setup Filter & Group access rights.

Here we have explained some examples step by step.

  • With this feature, you can hide any filter and groups from the selected users easily.

  • Click on image to Zoom out.

Before Applying Rule

  • Select the filters or groups from the drop down for a selected model.

  • If you want to hide Filter and Group By option from the page, please select
    all the buttons given below them.

  • Click on image to Zoom out.

Create Rule

  • You can see the selected filters and groups are hidden from the defined
    users in the screenshot below.

  • Click on image to Zoom out.

After Applying Rule
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Advance Access Management

"The Advance Access Management module gives you detailed control over who can view, edit, and
manage data in your Odoo system. With features like conditional field access, you can make specific fields
read-only or filter dropdown options based on rules. The Soft Restrict feature allows you to limit data
visibility in one module without causing errors in related modules, ensuring smooth operation. You can also
hide options like Create and Edit from dropdown menus and disable internal links to protect sensitive
records. This module improves security and makes your system easier to use. It gives you more control to
set who can see and change things based on your business needs."

Note : This module requires the Simplify Access Management module to work.

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Configuring correct access rights in Odoo is quite technical and lengthy process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you to avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access settings to specific users in one place.

- No technical knowledge needs.

- Work in both Odoo Community and Enterprise addons.

Configuring correct access rights in Odoo is quite technical and lengthy process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you to avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access settings to specific users in one place.

- Also the app allows you to create user-wise access management so that you can add/remove users to and from any group(s) in batch and with much ease without any coding in very less time. And this works with all the base and third party apps.

Here is the detailed explanation about all features of this module.

It shows that how to setup the module & activate the access studio dashboard.

Go to apps and activate the Advance Access Management module.
First go to > Settings > Users > than select Access Management in checkbox.

Click on image to Zoom out.

Now you have the access of access studio . You can see the app in access studio in your odoo apps window.

Click on image to Zoom out.

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Strict domain access blocks actions in a module if it depends on another.

You must have technical knowledge.

You have to need Odoo enterprise addons.

Dont Worry!!
Here is the solution

No need to have technical knowledge, Only you have to understand our module features, and you will be rock.

Work in both Enterprise and Community versions(13,14,15,16,17,18).

How to setup soft restrict.

Here we have explained some examples step by step.

This example shows that strict rules in domain access limits before using soft restrict.

  • This is a strict limitation placed on rules in domain access before utilizing the soft restrict feature.

  • It implies that if one module depends on or is related to another model, you will not be able to perform actions in the former module.

  • Click on image to Zoom out.

Before Applying Rule

  • As seen above, we established this rule in the contact model so that we can only read contacts from the city of Tracy.

  • As a result, we can only view those contacts in the contact model.

  • Click on image to Zoom out.

  • As a result, we can only view those contacts in the contact model. Therefore, due to a contact restriction, you will be unable to view another contact from the connected model.

  • As shown below, it will generate an access error.

  • Click on image to Zoom out.

  • In the above screenshot, the record is displaying a restriction error due to a rule in the contact model. In order to read restricted contact, apply the 'Soft Restrict' feature.

  • Click on image to Zoom out.

After Applying Rule

  • When you use the soft restriction with the domain we use, you can still only view contacts of Tracy as shown below.

  • Click on image to Zoom out.

  • Now you can also read existing contacts who are not contacts of Tracy in the connected module, like sales orders as shown below.

  • Click on image to Zoom out.

  • As seen in the screenshot, after applying soft restrictions to someone who is not from Tracy but from fairfield city, we can read the records in the connected module, such as sales orders.

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Hide create and edit buttons through field access.

You must have technical knowledge/technical person.

You have to need Odoo enterprise addons.

Dont Worry!!
Here is the solution

No need to have technical knowledge, Only you have to understand our module features, and you will be rock.

Work in both Enterprise and Community versions(13,14,15,16,17,18).

How to setup field access

Here we have explained some examples step by step.

This example shows how to hide create and edit buttons via the field access tab in the drop-down.

  • The create & edit buttons are in the drop-down. You can hide them by the field access tab.

  • Click on image to Zoom out.

Before Applying Rule

  • Enable the buttons you want to hide from the defined users.

  • Click on image to Zoom out.

  • You can see in the below screenshot that selected buttons are hidden.

  • Please note that if you hide the create button, the create and edit buttons will be hidden too.

  • Click on image to Zoom out.

After Applying Rule
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Payment terms are editable with a dropdown, then become read-only and filterable

You must have technical knowledge/technical person.

You have to need Odoo enterprise addons.

Dont Worry!!
Here is the solution

No need to have technical knowledge, Only you have to understand our module features, and you will be rock.

Work in both Enterprise and Community versions(13,14,15,16,17,18).

How to setup conditional field access

Here we have explained some examples step by step.

This example shows how to create the rule in conditional access field and hide paymen terms.

  • In the confirm state payment terms field is editable before applying attrs.

  • Click on image to Zoom out.

Before Applying Rule

  • You can see the dropdown of payment terms before applying the domain.

  • Click on image to Zoom out.

  • The rule is to convert the editable field into a read-only where the salesperson is Mark demo in attrs tab.

  • You can also filter this field by using the domain tab.

  • Click on image to Zoom out.

  • After applying the rule you can see the payment term field is read-only.

  • Click on image to Zoom out.

After Applying Rule
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Payment terms are editable with a dropdown, then become read-only and filterable

You must have technical knowledge/technical person.

You have to need Odoo enterprise addons.

Dont Worry!!
Here is the solution

No need to have technical knowledge, Only you have to understand our module features, and you will be rock.

Work in both Enterprise and Community versions(13,14,15,16,17,18).

How to setup filters and group by

Here we have explained some examples step by step.

TThis example shows how the filter and group by will be restricted from the users

  • Before applying the rule, you can able to see the custom filter and custom group.

  • Click on image to Zoom out.

Before Applying Rule

  • Set the rules in access studio to hide custom filter and hide custom group

  • Click on image to Zoom out.

Create Rule

  • After applying the rule you can see the payment term field is read-only.

  • Click on image to Zoom out.

After Applying Rule
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Simplify Group Access

The "Access Group" feature simplifies rule management by letting you assign groups, rather than individual users, to specific rules. This is particularly effective for organizing users into teams such as sales, purchasing, manufacturing, HR, etc., and it supports applying multiple rules to a single group.

Configuring correct access rights in Odoo is quite technical and lengthy process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access settings to specific users in one place.

-No technical knowledge needs.

-Work in both Odoo Community and Enterprise addons.

Configuring correct access rights in Odoo is quite technical and lenghty process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you to avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access settings to specific users in one place.

-Also the app allows you to create user-wise access management so that you can add/remove users to and from any group(s) in batch and with much ease without any coding in very less time. And this works with all the base and third party apps.

Here is the detailed explanation about all features of this module.

Manage user access groups in Odoo through Access Studio for easy permission control.

Go to Apps and activate the Simplify Group Access module.
User Access Groups define access given to groups of users in an odoo database.

Click on image to Zoom out.

Create a user group in the Access Group menu.
Now you have access of access studio. You can see the app in access studio in your odoo apps window.
In the user's field, you can select as many available users as you want.
Select the rules in the Access Management Rules that you want to apply to the group, and vice versa. When you apply the rule to a created group, the Access Management Rules field is automatically filled in with the rule's name.

Click on image to Zoom out.

In access studio create access group and select user you want to make group.
Click on image to Zoom out.
The Access Groups field appears when you enable the Apply By Group check box.
Choose the access group names from the drop-down menu.
The Users field will be automatically filled with the group's selected users.
The rule shown in the screenshot applies to both users in the selected group.
Now open the access management and select the Access Group names from the drop-down menu to ensure that the displayed rule applies to all users in the selected group.
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Simplify Import Export

These access management export and import features provide a flawless process for transferring rules from the staging environment to the production environment. Users can use the export feature to retrieve their created access rules and save configurations for later use. Meanwhile, the import feature allowed previously exported files to be reintegrated into the production environment. When these features are used together, they improve control and efficiency in managing access control configurations across multiple environments.

Configuring correct access rights in Odoo is quite technical and lengthy process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access setting to specific users in one place.

-No technical knowledge needs.

-Work in both Odoo Community and Enterprise addons.

Configuring correct access rights in Odoo is quite technical and lenghty process for someone who has little experience with the system and can get messy if you are not sure what you are doing. This module helps you to avoid all these complexities and saves your precious time by providing you a user-friendly interface from where you can define all the access setting to specific users in one place.

-Also the app allows you to create user-wise access management so that you can add/remove users to and from any group(s) in batch and with much ease without any coding in very less time. And this works with all the base and third party apps

Here is the detailed explanation about all features of this module.

Activate 'Simplify Import Export' and control user access in Odoo.

Go to Apps and activate the Simplify Import Export module.
User Access Groups define access given to groups of users in an Odoo database.

Click on image to Zoom out.

After activating module, user can able to see export and export file option in action.

Click on image to Zoom out.

The user will be able to view the import option in Access Studio.

Click on image to Zoom out.

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Activate 'Simplify Import Export' and control user access in Odoo.

Export the file from access management
The Export feature selectively allows you to export the rules you've created in access management.
The export feature makes it easier to move access management rules from staging to production.
Take note that files will be exported in the form of JSON.
In order to export, first select the records you want to export, then go to the Action button and click on the 'Export File' button, as shown in the screenshot above.

Click on image to Zoom out.

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Import files into access management rules with accuracy.

Import the file into access management
The Import feature allows you to transition from staging to production by allowing you to easily import the previously exported files.
In order to import, click on the import icon as shown in the screenshot.
Upload the file using the Upload Your File button on the new form.
In order to export, first select the records you want to export, then go to the Action button and click on the 'Export File' button, as shown in the screenshot above.

Click on image to Zoom out.

After uploading the file, you can test it with the Test button given in the loft top corner and you can see below screen

Click on image to Zoom out.

If you enable the Import Tag option, the import tag will appear alongside the rules.
If you want to import rules that are currently active, disable the Active button.
If there is any missing data when you import the rules, it will be defined in the Missing Data field, as shown in the screenshot, so make sure you have all the needed data.
Click on the Import button to import the rules in access management.

Click on image to Zoom out.

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