| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 2125 |
| Technical Name |
pragtech_access_management |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 2125 |
| Technical Name |
pragtech_access_management |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Versions | 16.0 17.0 18.0 |
Compatible with Odoo v16 - v18
Smart & secure Access for Odoo teams
Take control of your Odoo environment with Access Management. This powerful app allows you to secure and streamline your system by defining granular user permissions. Hide menus, fields, reports and buttons for specific users or groups - all without writing a single line of code. It's the perfect solution for businesses that need tight access control and a clean, efficient interface. Security is effortless with granular control.
Control your Odoo - your way.
Give the right access, to the right people, at the right time.
Features designed for clean, secure, productive odoo
Hide Menus, Submenus & Reports
Prevent unauthorized users from seeing or accessing confidential modules and reports, ensuring data privacy and security.
Control Actions & Fields
Define which users can perform specific actions (like deleting or exporting data) and make certain fields read-only, invisible or required to maintain data integrity.
Hide Views & Buttons
Simplify the user interface by hiding unnecessary views (like Kanban or Form views) and buttons, reducing clutter and helping users focus on their tasks.
Disable Create, Edit & Redirect Links
Prevent accidental data changes by disabling create and edit buttons and block users from following redirect links, which can help prevent navigation to irrelevant pages.
Control Chatter & Conversation Messages
Decide who can see and participate in conversations and chatter on records, helping to manage internal communication and keep it relevant to the right people.
Manage Search Filters
Hide filters, "Group By," and "Favorites" options to prevent users from creating complex queries that may slow down the system or expose too much information.
How to Install the module
To install the module you need to go to the Apps menu and remove the filter from the search bar and type the module name pragtech_access_management and click on the Active button.
How to configure
To configure this module, first enable Developer Mode. Then, go to Settings >> Users & Companies >> Companies. In the Companies form, you'll see a tab named Access Management. Within this tab, you’ll find a Selection field for Access Management. Choose either By User Level or By Group Level.
- If you select By User Level, the Access Management tab will be visible to individual users.
- If you select By Group Level, the Access Management tab will be visible to groups.
For configuring access by user level:
Go to Settings >> Users & Companies >> Users, and select the user for whom you want to apply the configuration. Once you open the user record, click on the Access Management tab.
For configuring access by Group level:
Go to Settings >> Users & Companies >> Groups, and select the group for which you want to apply the configuration. Once you open the group record, navigate to the Access Management tab. Here, you will find a Boolean field labeled Allow Access Management. Enable this field to ensure that the same user cannot be added to multiple groups.
If you attempt to assign the same user to another group while this setting is enabled, a validation error will be displayed.
The configuration and functionality are the same for both the user and the group.
Hide Menu, Submenu
This configuration is used for hiding the Menu or Submenu for the particular user. Once we configure it, then that menu will not be visible for the user.
Before configuring the menu, the current user can see the following menus.
Now we want to hide the Sales menu for this user then we just need to select the menu from the list and save it.
Now, you can see sale menu is hidden
Same configuration you need to hide submenus
Reports
If we want to hide the specific report based on the user then we will add the report in the Access Management -> Report Tab and add the record of the report which we want to hide then save the records.
Before the configuration in the user below screen display.
For the hide the PDF without Payment report for the particular user then we just need to configure as per the below screen.
After the above configuration is done. When we checked with that user in the Invoices then it will display the below screen.
Same way we can configure the number of the report which we want to hide for the particular users.
Views
Hide Views based on configuration for objects. We can hide any view like Form, Tree, Kanban etc.
Currently we can see the following views for this user. If we want to hide any view like kanban, Calendar then we just need to configure the form view for this user.
Here we have configured the Sale Order model and config the Calendar and Kanban view for the user.
After the above configuration we will see this below screen of the views for that user.
Create, Edit Button Invisible in Tree/Form View
If we want to hide the create button from any object then we will do it using configuration.
For remove the Create access we need to do the following configuration.
After the above configuration we will see the below screen for that user.
The same way we can invisible the edit button.
Secure user permissions in Odoo with Access Management [Full tutorial]
Empower businesses through intelligent, cost-effective solutions
Modern businesses face complex challenges. Our Odoo apps are designed to turn those challenges into opportunities - making your workflows intuitive, efficient and scalable. Crafted to make your business run smoother, faster and smarter.
Experience the difference of solutions built for real business needs, not just features.
Yes and Odoo's built-in access management is powerful, but it can be quite complex and require a lot of technical workarounds. Our app simplifies this process, giving you a centralized, user-friendly interface to manage permissions for everything from menus and fields to buttons. It’s about making access control effortless, not a technical challenge.
Absolutely. Our app allows you to go beyond basic user groups and create smart, conditional rules. For example, you can ensure a sales team member only sees their own leads or that an accountant can only access transactions from a specific month. This gives you precise control over your data, tailored to your business needs.
Yes. By giving you granular control over who can access, view, or modify data, our app is a crucial tool for enhancing data security and meeting compliance requirements. We ensure that your team only sees the information relevant to their role, minimizing risks and protecting sensitive data. Rest assured, we do not collect any data from your system.
We’re happy to help! For any assistance with setup or configuration, please contact our support team directly at https://www.pragtech.co.in/company/proposal-form.html?id=310&name=Pragmatic-Access-Management
Yes Group wise generic and if you configure based on the user then it only for that user.
Access Management
One-time Setup | 90 Days Support | Multilingual Compatibility
What's included in this
User Manual for Easy Onboarding
90 Days Support (Monday to Friday, 10 AM – 7 PM IST)
One-Time Setup for Seamless Integration
We support for English / French / Spanish at an additional cost
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
Our Service Offerings
Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
Get Instant Personalized Demo
CONTACT
Related Products
Powerful apps, seamless integrations and expert support.
Optimize your business with our perfect Odoo strategy.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, 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 any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: 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. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module