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Access Governance

Enterprise access governance with policies, templates, and tiered enforcement.
Category: Tools
19.0 0
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Access Governance
Access Governance
Access
Governance
Overview

Access Governance puts every access decision on a named policy: which menus are hidden, which models are read-only, which fields disappear and which records stay out of reach. Policies are assigned to users with start and end dates, simulated before activation, and enforced from the menu bar down to record rules.

Access Governance in Odoo
HOW THIS MODULE HELPS THE INDUSTRY

Why it matters for administrators

Access in a growing Odoo is handed out one group at a time, and soon nobody can say who sees what, or why. Access Governance turns that into named policies: what is hidden, what is read-only, who is under it and until when - visible on one dashboard, simulated before it goes live, and logged in the chatter as it changes.

One place to decide

Every rule that limits a user lives on a named policy, not scattered across groups.

Right people, right screens

Assignments tie each user to a policy per company, with start and end dates.

Access that expires

Temporary access ends by itself when the assignment's end date passes.

​

Why it matters for administrators
Features

Policy-based access

One policy holds menu, model, field, element, chatter and data rules, applied to users as a set.

Hide menus in bulk

Tick ten or fifteen menus in one checkbox dialog; each becomes a rule line on the policy.

Reusable templates

Start a policy from a template that carries the enforcement mode and read-only setting.

Model restrictions

Block create, edit, delete, import, export, archive, duplicate or spreadsheet per model.

Field-level control

Make any field invisible, read-only or required, or block its external link, per policy.

UI element rules

Hide specific buttons, pages, links, filters and group-bys on the views of a model.

Data-tier rules

Domain-filtered record rules are materialized server-side, so limits hold beyond the UI.

Chatter controls

Hide the chatter, or just Send Message, Log Note or Activities - globally or per model.

Scheduled assignments

Assign a policy with a start and an end date; a daily scheduled action expires it on time.

Governance dashboard

Active policies, user coverage, expiring assignments and conflicts on one screen.

The governance dashboard
How THIS mODULE wORK

The governance dashboard

Access Governance opens on active policies, drafts, assignments and conflicts, with user coverage and the latest policy changes underneath.

1/8
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Start from a template
How THIS mODULE wORK

Start from a template

Configuration > Templates holds reusable blueprints - a read-only auditor, a sales desk baseline - each carrying its enforcement mode.

2/8
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Policies at a glance
How THIS mODULE wORK

Policies at a glance

Policies > All Policies lists every policy with its code, state, enforcement mode and how many rules and assignments it carries.

3/8
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A policy's hidden menus
How THIS mODULE wORK

A policy's hidden menus

The Menu Rules tab lists every menu the policy hides, by full path. The chatter on the right logs each rule as it is added or removed.

4/8
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Pick menus by the dozen
How THIS mODULE wORK

Pick menus by the dozen

Add a line opens a checkbox list over every menu. Tick ten or fifteen at once, press Select, and each one becomes a menu rule.

5/8
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Restrict whole models
How THIS mODULE wORK

Restrict whole models

Per model, block create, edit, delete, import, export, archive, duplicate and spreadsheet - one checkbox each, on one line.

6/8
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Who is under which policy
How THIS mODULE wORK

Who is under which policy

Assignments tie users to policies with start and end dates. When the end date passes, the assignment deactivates on its own.

7/8
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It follows the user
How THIS mODULE wORK

It follows the user

Every user's form gains an Access Policies tab, so an admin answers 'what can this person see?' without leaving the user record.

8/8
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Our Service
Odoo services

Odoo Support

Odoo Migration

Odoo Consultancy

Hire A Developer

Odoo Customization

Odoo Implementation

Odoo Integration

Odoo Development

Our Industries
Industries served

Legal

Ensuring legal compliance, our setup is user-friendly.

Banking

Legal-compliant, user-friendly banking setup.

Logistic

A platform for Logistic management.

Manufacturing

Plan, track and schedule your operations.

E-commerce

Mobile friendly, awe-inspiring product pages.

Construction

Efficiently track construction services.

Fashion

Operate your fashion business systematically.

Pharma

Operate your pharmacy efficiently.

KEY BENEFITS

What the client gains

Business growth

Answer audits fast

who can see what is a dashboard, not an afternoon of group archaeology.

Minutes, not mornings

a fifteen-menu lockdown is one checkbox dialog, not fifteen searches.

Access that ends itself

contractors and auditors drop off automatically at their end date.

Safe read-only profiles

auditors read everything they are given and can change nothing.

Conflicts surface early

overlapping policies on one user are detected and listed before they bite.

Policies travel

export a policy as a file, import it on the next database, or clone it.

FAQ

Which Odoo apps does this module need?

Only base, web and Discuss (mail), all standard Odoo Community. It then governs whichever apps are installed on top.

Which Odoo versions are supported?

Odoo 19.0.

Does it work on Odoo Online, Odoo.sh and On-Premise?

It runs on Odoo.sh and On-Premise. Odoo Online does not allow custom modules.

Does it change my existing security groups?

No. Each policy materializes its own technical group and record rules and cleans them up again; the groups you already use stay untouched.

Can several menus be hidden at once?

Yes. The Menu Rules tab opens a checkbox dialog over every menu; tick as many as needed and Select adds them all as rules in one go.

What happens when an assignment's end date passes?

A daily scheduled action deactivates the assignment, and the user's normal access is back the next time their menus load.

Can an administrator be locked out?

No. Administrator users cannot be assigned to a read-only policy - the module refuses the assignment with a clear message.

What is Simulate for?

Pick a user and see which menus, models and fields their active policies would hide - before anything is activated.
CONTACT US

Need Help?

Got questions or need help? Get in touch.

info@koderxpert.com

WhatsApp

Say hi to us on WhatsApp!

+91 7490974892

Website

Visit our homepage for more information

koderxpert.com

Customer support
Technical Information
Availability Odoo Online Odoo.sh On Premise
Technical Name kx_access_governance
License OPL-1
Dependencies base web mail
Supported Versions
19.0 19.0.1.0.0 FREE
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