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 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.

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

Go to apps and activate the ”Advance Access Management” module.
To use Advanced Access Management, it is necessary to have both the Simplify and Web Domain modules present in the database.
Simply activate Advance Access management, and dependency modules will activate automatically. However, both modules must exist in the database for this to work properly.

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First, go to Settings > Users & Companies > Users.

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Select the user to whom you want to grant access to Advanced Access Management.
Select "Access Management" in the checkbox and save it manually, as shown in the screenshot below.

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

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Access Studio Dashboard:

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Model access can restrict specific actions within each view.

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(15,16,17,18)..

How to setup model access rights

Here we have explained an example step by step.

This example shows model access can restrict actions per view, like hiding the sales form's new button.

You can restrict Create, Edit, Delete, Archive/Unarchive, and other permissions view-wise directly from the model access tab.
Here, as you can see, the 'New' button is hidden in the form view of the sales module.

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Before Applying Rule
We have hidden a new button of the sales module from the form view where the salesperson is in the Mitchell admin.

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Create Rule
The new button is hidden from the form view.

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After Applying Rule
Here you can see that the New Button is still visible in the list view.
That means creating access restricted only to the form view. It will not be restricted in other views.
We can also restrict specific actions, such as Delete, Edit, Duplicate, And Reports, to particular Models View-Wise, as shown in the example above.

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After Applying Rule
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Field access can hide buttons, disable links, and control visibility.

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(15,16,17,18).

How to setup field access rights

Here we have explained an example step by step.

This example shows field access can hide buttons, remove links, or control field visibility.

You can make specific fields read-only, invisible, and required.
You can Hide, Create & Edit buttons from the drop-down menu in the field access tab.
Here in the screenshot below, you can see that in the drop-down of the customer field 'Create' option and the 'Create and Edit' option are available.

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Before Applying Rule
Before Applying Rule
You can remove the external link from any field.

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Before Applying Rule
The rule we created here hides the 'Create' option for the customer field in the sales module, specifically for the Mitchell Admin user.
Keep in mind that selecting 'Remove Create Option' will restrict both options, whereas selecting 'Remove Edit Option' will only restrict the 'Create and Edit' option.

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Create Rule
You can see in the screenshot below that both options are restricted.

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After Applying Rule
After Applying Rule
As shown in the screenshot below, the external link have been removed.

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After Applying Rule
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Field conditional access applies attributes to control visibility under specific conditions.

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(15,16,17,18).

How to setup field conditional access.

Here we have explained an example step by step.

This example shows that apply attribute controls field visibility based on specific conditions.

Within the Field Conditional Access Tab, you can apply restrictions to any field using attributes and domain rules.
Using attributes, you can make a field invisible, read-only, or required based on specific conditions.
Here, the company field is only visible on sales orders where the salesperson is Mitchell Admin.

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Before Applying Rule

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Create Rule
Here we can see that in the screenshot below, the company field has been removed where the salesperson is in the Mitchell admin.

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After Applying Rule
After Applying Rule

This example shows that apply attribute controls field visibility based on specific conditions.

Field domain rules allow you to control the options displayed in a field's dropdown, as well as the number of visible options, based on the conditions.
Here, we can see that all options are shown in the payment terms dropdown.

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After Applying Rule
We've applied a domain rule to the payment terms field to display only the record with an ID is 3 in the dropdown.

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After Applying Rule

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After Applying Rule
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Domain access rights use soft restrictions to control data visibility.

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(15,16,17,18).

How to setup domain access rights

Here we have explained an example step by step.

This example shows domain access rights using soft restrict to control data visibility.

The soft restrict feature allows you to limit data visibility in one module without causing issues in related modules.
It gives you more control to set who can see and change things based on your business needs.
In the contacts module, you can only see records related to Tracy City .
But in the sales module , when you open a quotation, if it is not related to tracy city, you will get an access error and won't be able to view it.

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Before Applying Rule
Before Applying Rule
Before Applying Rule
The rule we created here displays only the records of customers from tracy city in the contacts module, while in the sales module, all customer records are accessible due to soft restrict.

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Create Rule
In the contacts module, you can still see only records related to Tracy City.
After enabling soft restriction, you will be able to access quotations in the sales module without any error.

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After Applying Rule
After Applying Rule

This example shows that apply on relational field filters all related fields by set conditions.

When you want to apply conditions on all relational fields of a related model, the Apply On “Relational Field” option is used.
Here, you can see that the customer field displays all customer records in the dropdown menu.

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Before Applying Rule
Before Applying Rule
We've used 'Apply on Relational Fields' so that all fields related to the contacts module display only customer records from Tracy City.
When we use 'Apply on Relational Fields', the rule is automatically applied to all fields linked to that model.

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Create Rule
Here you can see that the customer field only displays records of customers from “Tracy City”.

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After Appyling Rule
After Appyling Rule
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Hide Search Panel restricts filters, groups, and search options per model.

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(15,16,17,18).

How to setup search panel access rights

Here we have explained an example step by step.

This example shows search panel access restricts filters, groups, and search panels for models.

With the help of the search panel tab, we can apply restrictions on custom filters, custom groups, and the search panel.
We can also hide the delete option from the favourite filter.

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Before Applying Rule
Create Rule
Here, you can see that all related options are hidden in the sales module.

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After Applying Rule

This example shows that hide search panel removes the search panel from specific models.

We can also hide the search panel from the specific model with just one click, as shown in the screenshots below.

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Before Applying Rule
This rule hides the search panel from the sales module.

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Create Rule
Here you can see that the search panel is restricted.

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Create Rule
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Global access hides filters and panels across all database modules.

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(15,16,17,18).

How to setup global access rights.

Here we have explained an example step by step.

This example shows that global access hides filters and panels in all database modules.

Using the search panel tab, we can hide the search panel, custom groups, custom filters, and delete in our favorite filter for a specific model. But if we use the global tab, these options will be hidden globally.
That means, they will be hidden in all models of the entire database, not just in one specific model.
Here we have hidden the related options globally
Here you can see that it will hide from the sales, purchase, and CRM modules.

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Before Applying Rule
Before Applying Rule
Here you can see that it will hide from the sales, purchase, and CRM modules.

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Create Rule
Here you can see that it will hide from the sales, purchase, and CRM modules.

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After Applying Rule
After Applying Rule

This example shows hide search panel removes search panels globally for security and control.

We can also hide the search panel globally with just one click.

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Before Applying Rule
Before Applying Rule
This rule hides the search panel from the sales module.

Click on image to Zoom out.

Create Rule
This rule hides the search panel from the sales module.

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After Applying Rule
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.

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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.

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In access studio create access group and select user you want to make group.
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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.

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

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

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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.

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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.

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

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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.

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For the help contact info@terabits.xyz