Efficiently Manage Model Access Permissions in Odoo with Access Manager Ninja
Odoo
5 MIN READ
September 6, 2024
Data is the lifeblood of businesses, and its security is paramount in today’s tech-driven world. While Odoo has been a go-to ERP platform for startups as well as large enterprises, access permissions ensure the security and integrity of data.
Well, managing access permissions in Odoo is a pretty cumbersome and time-consuming task. It requires you to grant access permissions to individual users and make the changes accordingly in the code. This approach is also likely prone to errors.
To overcome this challenge, Ksolves introduced a revolutionary tool called Access Manager Ninja. Its intuitive user interface simplifies the process of managing access permissions in Odoo, eliminating the need for complex code modifications and reducing complexity.
This blog intends to help you understand how Access Manager Ninja simplifies granting model access permissions in Odoo. But before that, let us have a brief introduction to this tool.
Access Manager Ninja: Ensure Secure Data Access in Odoo
Access Manager Ninja is a robust Odoo application developed by Ksolves to streamline the management of access rights to users within your Odoo instance. Instead of defining access rights to individual users, this tool emphasizes configuring access permissions based on user roles or profiles.
As a result, you simply need to assign a role to a specific user, and Access Manager Ninja automatically applies the predefined access permissions associated with those roles.
In addition, Access Manager Ninja lets you have granular control over your data by enabling access rights to different Odoo components, including models, records, fields, groups, menus, buttons, and tabs.
Some other features of this tool include:
Apply different access rights, such as read-only, disable developer mode, hide chatter, etc.
Enable a single user to manage multiple profiles.
Support activating and deactivating profiles temporarily.
Hide navigation menus and submenus for specific users.
How to Grant Model Access Permissions in Odoo using Access Manager Ninja?
Access Manager Ninja works across all Odoo modules. You can install it from the Ksolves Store or Odoo Store. After installing, you can activate it from the Apps menu.
Let’s see how to manage model access permissions with Access Manager Ninja
1. Creating User Profiles
From the menu, go to Settings → User & Companies → User Profile.
Let us say we have a user profile named Sales Manager. Now, add users to this profile.
Under the Access Rights tab, select Group Name.
You can select the group name from the existing one or create a new one.
2. Profile Management
From the Settings menu, go to User & Companies →Profile Management.
Choose the profile and companies for which you want to restrict access rights.
Under the Revoke Access section, you can manage model access permissions.
3. Model Access Permissions
Model Access
These attributes include:
Read-Only: View the model’s data but cannot edit it.
Hide Create: Cannot create new records in the model.
Hide Edit: Cannot edit the existing records in the model.
Hide Delete: Cannot delete records.
Hide Archive/Unarchive: Cannot archive and unarchive records.
Hide Duplicate: Cannot create a duplicate of the records.
Hide Export: Cannot view the export button.
Hide Actions: Hide actions associated with the model, such as buttons.
Field Access
To restrict access to model fields, first select the model and then the field. Next, mark the boxes for the associated attributes according to the permissions you want to grant.
These attributes are:
– Read-Only: View the field data but not edit it.
– Invisible: Make the field invisible.
– Required: Make the field required.
– Remove External Link: Remove external links from the relational fields.
Domain Access
You can specify conditions and filter records based on their field values.
To create domain access,
Select the model.
Check the box for Apply Domain.
Select Edit Domain → New Rule.
Enter the rule and Confirm → Save & Close.
You can now only view the records based on the rule you applied.
Benefits of Using Access Manager Ninja for your Odoo Instance
Data security and integrity are the major benefits of utilizing Access Manager Ninja for your Odoo instance. Besides, it improves efficiency and user experience by eliminating the need to manually define access rights for each user.
1. Enhanced Security
Access Manager Ninja lets you have granular control over your data by enabling access rights at model, record, and field levels. This ensures that only authorized users can have view or edit access to sensitive data.
2. Increased Efficiency
Access Manager Ninja serves as a centralized platform to manage access permissions for multiple user roles. It lets you do this with its intuitive user interface, eliminating the need for manual configuration and reducing administrative overload.
3. Improved User Experience
The tool’s intuitive interface makes it easy for people with technical and less technical backgrounds to manage permissions. As there is no need for manual code modifications, there is a reduced risk of human errors.
Conclusion
Access Manager Ninja overcomes the complexity of defining access rights for every individual user in Odoo. It allows you to first create a user profile, add users, group them, and finally set access rights at the model, field, and domain level – all with a user-friendly interface. The tool serves as the best solution for data access management within your Odoo instance, safeguarding it from unauthorized access. Are you looking for a custom solution for your Odoo environment? Look no further than Ksolves! As a trusted Odoo Gold Partner and a leading Odoo Development Company, we take pride in delivering custom Odoo solutions tailored to your unique needs and challenges. For more details, contact us at sales@ksolves.com.
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