CBMS ERP Simplify Access Management

$0.00

All In One Access Management App for setting the correct access rights for fields, models, menus, views for any module and for any user.
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, Any Field, Any Report, Any Button,
Easy To Configure,

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.

Multi Company supported.

All In One Access Management App for setting the correct access rights for fields, models, menus, views for any module and for any user.
Configuring correct access rights in CBMS is quite technical 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 this complexity by providing you with a user friendly interface from where you can define access to specific objects in one place such as –

Model/App access (Reports, Actions, Views, Readonly, Create, Write, Delete, Export, Archive etc.)
Fields access (Invisible, Readonly fields for any model/app)
Menu access(Hide any menu/submenu for any model/app for selected users)
Views Access (Hide any view such as Tree view, Form view, Kanban view, Calendar view, Pivot & Graph view, etc)
Hide Tabs and buttons
Or, make any user Readonly
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.
If you want to hide unwanted menu, sub-menu,fields,button(smart button and regular button), report action for any users, then you can use this app.

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, Any Field, Any Report, Any Button,
Easy To Configure,

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.

SKU: simplify_access_management Category: Tag:

Description

Ashish Hirpara

CBMS Community | CBMS Enterprise | CBMS.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 CBMS ODOO access rights customization time.”

Need any help ?


Simplify Access Management - Quick Demo

Request Demo


COPY LINK

https://bit.ly/live-demo-access


Simplify Access Management - Quick Demo

User Guide


COPY LINK

https://bit.ly/access-doc


Simplify Access Management - Quick Demo

Support | Contact

hello@ashish-hirpara.com

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 CBMS 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, You can define realted access rights in every tab/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.

Model Access Rights

Manage the userwise access rights like CREATE, EDIT, DELETE, VIEWS, ACTIONS, ARCHIVE/UNARCHIVE, DUPLICATE, EXPORT of any models for the specified user.

Field Access Rights

Manage the userwise access rights of any model’s field. You can make any field INVISIBLE, REQUIRED, READONLY, REMOVE EXTERNAL LINK for the specified user.

Domain (conditional) Access Rights

Manage models access rights by applying Restriction conditionally. You can restrict CREATE, EDIT, DELETE, READ access rights for the records conditionally based on the value of any field.

After giving only READONLY access in any model, The user will not be able to CREATE, EDIT, DELETE records in that model.

You can apply a customized filter to show only the particular records to the particular user based on their id or certain field values.

Button/Tab Access Rights

Manage the access rights to Hide any Buttons/Actions/Links/Tabs from views of any model from specified users.

Hide Menu/Submenu Access Right

Manage the userwise access rights to Hide the any module’s navigation menus and submenus from the specified users.

Make Readonly User | Hide Chatter | Disable Developer Mode

You can make any user readonly in the system. You can hide chatter for any user. You can disable developer mode for any user.






Request Demo Now!


COPY LINK

https://bit.ly/access-live-demo

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
CBMS 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 CBMS 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 CBMS 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 CBMS.sh users and private server users, before restarting the CBMS 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

    Request Demo Now!


    COPY LINK

    https://bit.ly/live-demo-access

    Need a help for this module?

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


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