Simplify Access Management | Manage - Hide Menu, Submenu, Fields, Action, Reports, Views, | Restrict/Read-Only User, Apps, Fields, Export, Archive, Actions, Views, Reports, Delete items | Manage Access rights from one place | Hide Tabs and buttons | Multi Company supported.

by
Odoo

371.45

v 15.0 Third Party 38
Live Preview
Included Dependencies
Lines of code 3039
Technical Name simplify_access_management
LicenseOPL-1
Websitehttps://bit.ly/SAM-tutorial
Also available in version v 13.0 v 12.0 v 14.0
You bought this module and need support? Click here!
Included Dependencies
Lines of code 3039
Technical Name simplify_access_management
LicenseOPL-1
Websitehttps://bit.ly/SAM-tutorial
Also available in version v 13.0 v 12.0 v 14.0
Ashish - Hirpara
Community Enterprise Odoo.sh

Simplify Access Management

"All In One Access Management app for setting the correct access rights (Hide/Unhide/Read-only) on fields, models, menus, records, buttons/tabs, views, actions, reports, chatter for any module, any user, any company from one place without much technical knowledge and complex rules!
This will save 80% of your odoo customization time."

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

  • First go to > Settings > Users > than check Access Management checkbox.
Click on the image to Zoom-in.

Now you have the access of access studio (access management app). 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 setting 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.

Disable Developer Mode :

This checkbox is for disable developer mode for specified users.

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) :

All tabs are have their own features for access rights and all tabs are explained deeply in the next USERGUIDE page.

Create Access Domain Form :

In this form we have placed the fields for domain access rules like restrict CREATE, UPDATE, DELETE, and make READ ONLY access for specified model. And apply filter is for customize our own domain.Detailed explanation available in next USERGUIDE page.
Hide Menu/Sub-Menus
  • Hide main menus from the specified users.
  • Hide the any module's navigations menus and submenus from the specified users.
  • Support Multiple Company and Multiple Users.
  • Explore More With Examples

    COPY LINK

    https://bit.ly/menu-submenu-access

Here is the some questions and it's step wise solutions with SIMPLIFY ACCESS MANAGEMENT.

How to Hide/Disable some menus of sales module form the Mitchell Admin user?
How To Hide/Disable main MENUS from the specified users ?
Model Access Rights
  • Hide REPORT buttons from the selected model's view.
  • Hide any actions showed in the form view of any model for the specified users.
  • Hide any views(Tree, Form, Pivot etc.) in selected model's view from the specified users.
  • Hide CREATE, EDIT, DELETE Button in the any model's view from specified users.
  • Hide DUPLICATE Button, ARCHIVE/UNARCHIVE button in of any model's view from specified users.
  • Hide EXPORT Button in the any model's view from specified users.
  • Explore More With Examples

    COPY LINK

    https://bit.ly/models-access

Here is the some questions and it's step wise solutions with SIMPLIFY ACCESS MANAGEMENT.

How to Hide the 'Quotation Report' button, 'Generate payment Link' and 'Share' actions from the Sale Order model.
How to hide CREATE button, EXPORT button, ARCHIVE/UNARCHIVE button, DUPLICATE button from Picking Types(stock.picking.type) model.
How to hide views(GRAPH, PIVOT, CALENDER, DIAGRAM, and GANTT), hide EDIT button and hide DELETE button of sale order model.
Field Access Rights
  • Invisible any fields of any model from the specified users.
  • Make any fields READONLY of any model from the specified users.
  • Make any fields REQUIRED of any model from the specified users.
  • Remove CREATE, SEARCH links of relational fields of any model from speacified users.
  • Explore More With Examples

    COPY LINK

    https://bit.ly/fields-access

Here is the some questions and it's step wise solutions with SIMPLIFY ACCESS MANAGEMENT.

How to make some fields INVISIBLE, READONLY, REQUIRED in Contacts(res.parter) models.
How to remove 'External Links' form the relational fields which is allow users to Search and Create record of any model.
Domain Access Rights
  • Make any model read only for the specified users only.
  • Remove record CREATE access of any model from the specified users.
  • Remove record DELETE access of any model from the specified users.
  • Remove record EDIT/UPDATE access of any model from the specified users.
  • Customize your domain to show specific records to the users of any model.
  • Explore More With Examples

    COPY LINK

    https://bit.ly/domain-access

Here is the some questions and it's step wise solutions with SIMPLIFY ACCESS MANAGEMENT.

How to make Contact model READONLY for Mitchell Admin, - Restrict to CREATE, EDIT, and DELETE Contacts records.
How to Remove only CREATE access of purchase order from the user Mitchell Admin. - Mitchell will not be able to create purchase order record from anywhere.
How to show those sale orders to the all salespersons in which he/she set as a Salesperson.
- Let's assume here that Mitchell Admin is one of the salespersons.
Button/Tab Access Rights
  • Hide any BUTTONS/ACTIONS from views of any model from specified users.
  • Hide any TABs from views of any model from specified users.
  • Hide any LINK from KANBAN view of any model from specified users.
  • Explore More With Examples

    COPY LINK

    https://bit.ly/buttons-tab-access

Here is the some questions and it's step wise solutions with SIMPLIFY ACCESS MANAGEMENT.

How to hide some buttons and hide Tabs from the purchase order view. - Hide Send By Email, Create Bill, Confirm Reciept Date, Other Information, Lock Buttons in Purchase order. - Hide Other Information Tab.
Read-only User
  • Make any user READ_ONLY in whole system by just one click.
  • Read-Only users will only able to read(see) the records of models.
  • Explore More With Examples

    COPY LINK

    https://bit.ly/read-only-user

Readonly

Here is the some questions and it's step wise solutions with SIMPLIFY ACCESS MANAGEMENT.

How To make any user Read-Only in whole system. Only give read access in all modules of system.
Hide Chatter
  • Hide CHATTER window from every model's views for the specified users only.
  • Selected users will not be able to see chatter window in every model's views.
  • Explore More With Examples

    COPY LINK

    https://bit.ly/hide-chatter

Hide Chatter
How To make any user Read-Only in whole system. Only give read access in all modules of system.
Disable Developer Mode.
  • Disable odo developer mode in the system for specified users only.
  • Explore More With Examples

    COPY LINK

    https://bit.ly/disable-dev-mode

Disable Developer Mode

Here is the some questions and it's step wise solutions with SIMPLIFY ACCESS MANAGEMENT.

How to Disable developer mode for any specified users.

Explore the Demo Now!

COPY LINK

https://bit.ly/demo-SAM

Module Setup

  • The main advantage of these features is that when the admin user wants to do changes to access rights of other child users. but for that, they should need the technical knowledge to do these changes. So, here it has been simplified. Any normal user who doesn't have any technical knowledge is just needed to understand this module's feature and then just need to make one rule and its configuration. No coding/XML changes will be required.

Menu/Submenu Access Right Setup

  • You can customize menu access for any user.
  • You can hide any Menu for any app/model.
  • You can hide any Sub-Menu for any app/model.
  • You just have to select menu for any app, then it will hide that menu/submenu for perticular user.

Model/View Access Right Setup

  • You can customize specified models access for any user.
  • You can restrict models'/apps' all Actions, Report print, Archive action, etc.
  • You can hide any views(TREE, FORM, KANBAN etc) of any model.
  • You can hide CREATE, EDIT, DELETE buttons from any models view.
  • You can hide ARCHIVE/UNARCHIVE buttons from the any models.
  • You can restrict Export & Import record from in any model.
  • You just select a model and then check its features/view to restrict.

Field's Access Right Setup

  • You can customize specified model/app's field access for any user.
  • You can make the field read-only.
  • You can make the field invisible.
  • You can hide External links of any relational field where user can create or search records of related models.
  • You just select the model and its field than check the access which you want to restrict.

Domain Access Right Setup

  • Set read, write, update, delete access for selected users of model.
  • Set domain filter to show only filtered records to the user.
  • Set read, write, delete access using Environment User(EU means logged in user.) or other users.
  • You can create model wise multiple lines access rights. it will affect all selected users.
  • Set Model access using filters and use of Environment User(logged in user).

Buttons/Tabs access right setup

  • You can make invisible object buttons, actions, smart buttons, from model. Also, number of tabs can be hidden of form view.
  • You can hide any smart button of any model by just on setting.
  • You can hide any Links in kanaban view of any models.
  • You can hide number of tabs in form view from selected user.

Readonly User Setup

  • You can make users readonly.
  • Readonly users can not modify anything in the system.
  • Readonly users cant create any data, modify any settings, install/uninstall any app or delete any records in the system.
  • With just one checkbox any user will set to readonly.

This module allows you to setup userwise access management easily and quickly. Such as Model access (Report, Actions, Views, Readonly, Create, Write, Delete, Export etc.), Fields access (Invisible, Readonly),Menu access(Hide any menu for selected users), Domain access(read, write, update, delete access for selected users of model), Buttons/tab access(Invisible object/action/smart buttons from model. Also, number of tabs can be hidden of form view), make selected users readonly easily and in one place.
So if you don't want to call developer now and then to setup access rights or you don't want any hassel to setup the access rights by odoo's technical and lengthy way, then this is the only perfect app for you which supports almost all the objects you could use in the odoo.

Some main advantages:- All in one access management App, Easier then Record rules setup, Centralize access rules, User wise access rules, Show only what is needed for users, Access rules setup, Easy access rights setup, Hide Any Menu, Hide Any Field, Any Report, Any Button, Easy To Configure,

Some main features:- Hide fields, Hide Buttons, Hide Tabs, Hide views, Hide Contacts, Hide Menus, Hide submenus, Hide sub-menus, Hide reports, Hide actions, Hide server actions, Hide import, Hide delete, Hide archive, Hide Tree view, Hide Form view, Hide Kanban view, Hide Calendar view, Hide Pivot, Hide Graph view, Hide Apps, Hide object buttons, Hide action buttons, Hide smart buttons, Readonly Any Field, read only user, readonly user, Hide create, Hide duplicate, Control every fields, Control every views, Control every buttons, Control every actions.

In case of if any bug or issue raised in the listed features of this app, I am committed to providing support free of cost for 90 days. You will need to provide me complete details, server ssh access or database access in order to solve the issue. You have to raise a support ticket from your order in odoo store.

Changelog(s)


v15.0.3.0.0- June 24, 2022

  • Added Multi Company support.
  • Model Access : Added extra feature to only hide CREATE, EDIT, DELETE , ARCHIVE, DUPLICATE buttons.
  • Field Access : Added extra feature to make any fields Required and remove External Links of any relations fields.
  • Button Access : Added extra feature to hide Kanban view's links.
  • Added Extra feature to Hide Chatter.
  • Added Extra feature to disable Developer Mode.
  • Note:

    For those customers who are using the old version, they must have to follow below steps to upgrade new version.
  • Step-1:

    First, download new version and replace old version with new version.

    Step-2:

    For both Odoo.sh users and private server users, before restarting the odoo, First keep your app window (apps screen) open and search for 'simplify_access_management' app.

    Step-3:

    After searching the app, Commit your changes to server and after commit done restart the server (for only private server users) upgrade the app (Simplify Access Management).

    v15.0.2.0.0- March 28, 2022

    • Added support to hide tabs and buttons (object/actions/smart)
    • Added support to block the import, export
    • Added feature of access based on domain
    • Added smart details on access management form and list view
    • minor bug fix
    • note: This version have major changes in codebase, so you need to uninstall the previous version (if purchased earlier) and install the new version.

    v15.0.1.0.0- October 23, 2021

    • Initial release for v15

    Explore the Demo Now!

    COPY LINK

    https://bit.ly/demo-SAM

    Need a help for this module?

    Contact me hello@ashish-hirpara.com for your queries

    Odoo Proprietary License v1.0
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    modified, executed after modifications) if you have purchased a valid license
    from the authors, typically via Odoo Apps, or if you have received a written
    agreement from the authors of the Software (see the COPYRIGHT file).
    You may develop Odoo modules that use the Software as a library (typically
    by depending on it, importing it and using its resources), but without copying
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    modules under the license of your choice, provided that this license is
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    LGPL, MIT, or proprietary licenses similar to this one).
    It is forbidden to publish, distribute, sublicense, or sell copies of the Software
    or modified copies of the Software.
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    copies or substantial portions of the Software.
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    DEALINGS IN THE SOFTWARE.
    

    Please log in to comment on this module

    • The author can leave a single reply to each comment.
    • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
    • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
    Provisional Developer and amazing module
    by
    Alaa
    on 6/25/22, 12:59 PM

    Really this module is one of the top useful module in odoo apps in general.

    Access Management in everything in odoo.

    Astonishing and magical

    Thank you Ashish.



    query hiding customer information(name/email) from invoicing team
    by
    haseeb
    on 6/19/22, 10:05 AM

    Hi, in my case, sales team generate leads / sales order and even invoices generated by them.

    each customer has unique customer code (field) as well.

    i want to hide customer details(name/email) from accounting team. so when accounting team opens sales journal. they see invoices (table) showing customers plus each invoice also showing customer.
    Q. is it possible to hide customer name column and replace it with customer code (field).
    Q. is it possible to hide customer name in invoice for accounting team so when they open invoice, they see customer code (invoice view / print view etc) or replacing with SO reference etc.?

    thanks,haseeb

    Re: query hiding customer information(name/email) from invoicing team
    by
    Ashish
    on 6/20/22, 8:01 AM Author

    Hi Haseeb,
    It is possible to hide any field on any module, but replacing them with another field is not possible with this module. The module can hide absolutely any fields from any view (apart from Report view / Print view) as of now. Still, I would like to discuss the requirements in more detail, can you send them to hello@ashish-hirpara.com?

    Thanks & Regards,

    Ashish Hirpara


    by
    XINYU SUN
    on 5/26/22, 4:22 AM

    <record id="gift_receive_personal_rule" model="ir.rule">

            <field name="name">Personal Receive</field>

            <field name="model_id" ref="model_gift_receive"/>

            <field name="domain_force">['|',('user_id','=',user.id),('create_uid','=',user.id)]</field>

            <field name="groups" eval="[(4, ref('base.group_user'))]"/>

        </record>

    • How can I use this module to implement the above code

    Re:
    by
    Ashish
    on 5/26/22, 6:26 AM Author

    Hello for this use case, follow this demo
    https://drive.google.com/file/d/1xQRydWUh_Z2ZHsgLhgD4nfvAIDeGTnDS/view


    Excuse me. How can I use this module to restrict myself to seeing only my own records
    by
    XINYU SUN
    on 5/26/22, 4:14 AM


    Re: Excuse me. How can I use this module to restrict myself to seeing only my own records
    by
    Ashish
    on 5/26/22, 6:26 AM Author

    See this demo
    https://drive.google.com/file/d/1xQRydWUh_Z2ZHsgLhgD4nfvAIDeGTnDS/view


    by
    SONU TEKWANI
    on 5/14/22, 1:46 PM Confirmed Purchase

    we have purchase this module but unable to install it


    kindly help us

    9825172006

    sonu@shreemahadevtex.com

    Re:
    by
    Ashish
    on 5/14/22, 10:07 PM Author

    I will call you as soon as possible 


    can it be modified for multicompany?
    by
    Z A
    on 4/14/22, 6:26 AM

    its very robust module, really appreciate, 
    but makes performance of odoo 14 ce slow after installed, pls check this issue
    beside, we need it multicompany, kindly advise

    Re: can it be modified for multicompany?
    by
    Ashish
    on 4/21/22, 12:56 AM Author

    Hi, Regarding the performance/speed issue:

    We have been using the module for a long time plus many customers using the module (20+) but never heard about the performance issue. Maybe it has something to do with your server configuration. Send me your server details at hello@ashish-hirpara.com, I will check it immediately.

    Thanks.


    The app : SIMPLIFY ACCESS MANAGEMENT
    by
    milinda.bakmiwewa@jinasena.com.lk
    on 2/15/22, 10:53 AM

    Hi,

    We are implementing Odoo in our company and need to apply access rights in field level which is not possible in Odoo

    Therefore I am interested in the above app which you have developed.

    Please update me with below matters.

    1. How many users can be assigned to one “Access management” ? Is it one or many ?

    We need to give same rights to multiple users. Example : About 20 sales users having same access rights whom are to be included in one user group.

    2. It is mentioned that the app supports for Odoo 15. We are in the middle customizing some apps in Odoo 14. Then we are planning to upgrade in to Odoo 15. Will your app support our scenario ? Or else please suggest how we can install your app in our Odoo environment.

    3. At a future upgrade, from Odoo 15 to 16 or higher, will your app be compatible or will you be upgrading your app too ? Will the upgrading be free of cost or else how much will you be charging?

    4. After the purchasing how you will be handling support ? (Under “License” tab, there are some clauses saying there will be no warranty, such as “WITHOUT WARRANTY OF ANY KIND”…) Please explain further.

    Waiting for your feedback.

    Thank you, 

    Milinda Bakmiwewa.

    Re: The app : SIMPLIFY ACCESS MANAGEMENT
    by
    Ashish
    on 4/21/22, 12:56 AM Author

    Answered all the questions in the mail