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Simplify Access Management
Simplify Access Management helps you control what users can see and do in Odoo. With this module, you can set access rights for any model and user. You can hide menus, reports, fields, buttons, tabs in any model. Hide filters and group by options in search. You can also hide chatter, or disable debug mode. Everything can be made readonly for selected users, and you can set required, readonly, or invisible fields.
It gives full control over permissions like create, edit, delete, duplicate, archive, unarchive, import, and export for each model. You can also manage global access rights for chatter, including send message, log notes, and schedule activity. In addition, you can globally hide import, export, spreadsheet, and add properties actions.
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Features
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Features
Access for users or Groups :
Users can create access templates for individual users or groups.
Access Role Management :
Create a time-bound access role by choosing a template and setting start/end dates. Access is automatically enabled or blocked during that period for temporary audit control.
Hide Menus/Submenus :
Restrict navigation menus and submenus for specific users.
Model Access Rights :
Control Create, Edit, Delete, View, Actions, Archive/Unarchive, Duplicate, Export permissions.
Field Access Rights :
Make fields invisible, required, read-only of any model.
Domain (Conditional) Access Rights :
Apply restrictions based on field values (e.g., salesperson sees only their own leads).
Button/Tab Access Rights :
Hide buttons, actions, smart buttons, links, and tabs in views.
Hide Filters & Groups :
Restrict visibility of filters and group options.
Chatter Access Rights :
Hide or restrict chatter components (Send Message, Log Notes, Activities).
Hide search panel :
Hide the search panel for a specific model or hide it globally.
Global Access Rights :
Apply system wide restrictions (hide chatter, import/export, hide spreadsheet, hide add property).
Read-Only User :
Convert any user into a readonly user with one click.
Disable Developer Mode :
Prevent specific users from enabling developer mode.
Restrict Reports & Actions :
Block access to reports or specific actions.
Hide Duplicate/Archive Buttons :
Remove duplication or archiving options.
Make Any Field Required :
Enforce mandatory fields for selected users.
Screenshot
1) Settings View
Unlock the developer mode to get access to technical details. In the users menu, give the Access Studio group access to the user.
Navigation : Settings → Users & Companies → Users
2) Access Studio View
Read-Only Mode Toggle : Instantly make a user read-only by checking this box, the selected user can only view things but cannot make any changes. It is perfect for users who just need to look at data without editing anything like a viewer mode.
Apply For Users or Groups : Choose whether this access applies to specific users or entire groups. Offers flexibility in assigning permissions based on organizational structure.
Default Internal User : When enabled, this access template is automatically applied to newly created internal users.
Default Portal User : Automatically assigns this access role to new portal users.
Disable Developer Mode : When this box is checked, the selected users or groups will not have access to developer tools or advanced settings.It helps keep things safe by preventing users from making technical changes that could affect the system.
3) Group Based Access
Assign access rights directly to selected groups. This enables scalable permission management by applying consistent rules across multiple users within a group.
Selected Groups Overview Displays the groups that will inherit this access role. In this case, "Sales / User: All Documents" and "Sales / User: Own Documents Only" are selected, allowing tailored access based on document visibility.
4) Scheduled Access Activation
Define a time-bound access role by selecting a template and specifying a start and end date. The system will automatically activate or block the access rights during the selected period, enabling temporary access control for audits.
5) Access Manager List View
Displays all configured access roles in a centralized list. Each entry shows metadata such as creator, creation date, assigned users, and activation status.
6) Hide Menu / Sub-menu
This feature lets you hide specific menus or sub-menus from users in the application.
User-Specific Menu Control : You can apply these menu restrictions to specific users.
Before Applying Hide Menu Rule
After Applying Hide Menu Rule
7) Action Visibility Settings
Prevents users from seeing or using action buttons related to this model. Hide specific actions like "Send an email" or "Mark Quotation as sent " from the user interface. This helps streamline workflows and prevent unauthorized operations.
Before Applying Hide Action Rule
After Applying Hide Action Rule
8) Report Visibility Control
Here user can select model and reports that needs to be hidden. Blocks access to reports linked to this model. Useful when reports contain sensitive or unnecessary data for certain users.
Before Applying Hide Report Action Rule
After Applying Hide Report Action Rule
9) View-Level Access Control
Select which views (e.g., Pivot, Form, Kanban) should be hidden for the assigned role. This allows administrators to tailor the user interface based on role specific needs, ensuring users only interact with relevant data representations.
Before Applying Hide View Rule
After Applying Hide View Rule
10) View Assignment
Assign specific views (e.g., sale.order.form, sale.order.list) to apply hidden access to those views. If no views are selected, hidden access will be applied to all views of the selected model.
Export/Import Restriction : Prevent users from exporting or importing data within the selected model by enabling these checkboxes. This is useful for protecting sensitive information and maintaining data consistency.
Before Applying Hide Import / Export Rule
After Applying Hide Import / Export Rule
11) CRUD Operation Restrictions
Restrict users from creating, editing, or deleting records in the selected model by enabling these checkboxes. This ensures that users can only view data without modifying it, which is ideal for audit or readonly roles.
Hide Create : Users will not be able to create new records in this model. Ensures only authorized users can add new entries.
Hide Edit : Blocks users from editing existing records. Keeps data safe from unwanted changes.
Hide Delete : Prevents users from deleting records. Protects important data from being removed.
Hide Duplicate : Disables the option to duplicate records.
Before Applying Hide Create, Edit, Delete Rule
After Applying Hide Create, Edit, Delete Rule
12) Archive and Unarchive Restrictions
Prevent users from archiving and unarchive records in the selected model.
Before Applying Hide Archive and Unarchive Rule
After Applying Hide Archive and Unarchive Rule
13) Field-Level Read-Only Control
Make specific fields readonly for selected roles. In this case, the "Salesperson" field in the Sales Order model is viewable but not editable, ensuring that critical assignments remain unchanged by restricted users. Prevents users from changing important or sensitive data.
Before Applying Readonly Field Rule
After Applying Readonly Field Rule
14) Required Field implementation
Mark specific fields as required for users with this role. Forces users to fill in this field when creating or editing a record. Ensures critical information is always provided. In this case, the "Expiration" field in the Sales Order model must be filled out, ensuring critical data is always captured during record creation or update.
Before Applying Required Field Rule
After Applying Required Field Rule
