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Access Rights by Company

Give each user different access rights in each company: accountant in one company, salesperson in another. Menus follow the active company and every record follows the rights of its own company.

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Access Rights by Company
Access Rights by Company

Présentation du module

Nalios
Odoo Gold Partner · Belgium

/ Odoo 20 · Administration

Different access rights in every company

In a multi-company Odoo database, a user has the same access rights in all their companies: an accounting manager of the holding is an accounting manager in every subsidiary. Access Rights by Company gives each user other application rights in some of their companies, and applies them everywhere: menus, views, buttons and every single record.

Rights per company Menus follow the company Records follow their company Nothing rewritten Odoo 16 to 20 French included

Standard Odoo vs this app

What Odoo does, what we add

Standard OdooAccess rights (groups) are set once per user and apply in all the companies of the user. Multi-company record rules only decide which companies' records are visible, not what the user may do with them.
This app addsAn Access by Company tab on the user: per company, the application rights of the user in that company. The rights follow the active company, and with several companies selected each record is checked with the rights of its own company.

Setup

One line per company

Settings > Users, open a user, tab Access by Company. Companies without a line keep the rights of the Access Rights tab.

Application rights per company

Pick the rights of the user in that company: Sales / Administrator, Accounting / Invoicing, Inventory / User... The line starts from the current rights of the user, you only change what differs.

Global where it matters

Administration (Settings, Access Rights), the user type (internal, portal) and technical rights stay the same in all companies.

Only the companies of the user

A line can only target a company the user is allowed in, one line per company.

Managed by administrators

Only users with the Access Rights administration right see and edit the tab.

Access by Company tab of a user with the rights in Chicago

Menus and screens

Switch company, switch rights

Marie is a salesperson in San Francisco and sales administrator, invoicing and inventory user in Chicago. Menus, views, fields and buttons follow the active company of the company switcher: in San Francisco she only sees Sales, in Chicago she also gets Invoicing and Inventory.

Apps of Marie in San Francisco

Apps of Marie in San Francisco

Apps of Marie in Chicago

Apps of Marie in Chicago

Several companies selected

Every record follows the rights of its company

With San Francisco and Chicago both selected, Marie sees every quotation of Chicago (sales administrator) but only her own quotations of San Francisco (salesperson), in the same list.

Read, create, edit, delete

Each operation on a record is checked with the rights of the user in the company of the record: model access rights and record rules alike.

Records without company

Shared contacts, products or any record without a company follow the rights of the active company.

Everywhere

Lists, forms, search, reports, exports, imports and the external API use the same checks: the rights are enforced by the server, not hidden by the interface.

Nothing rewritten

The groups of the user are never rewritten when switching companies: two tabs on two companies work side by side, and there is nothing to resynchronise.

Quotations of two companies with different rights in the same list

Company switcher

The first company leads the screens

Menus, views, buttons and the business checks written in code (for example only an accounting manager can do this) follow the active company: the first one of the switcher. Records follow their own company.

Company switcher with two companies selected

Setup

Ready in two minutes

1

Install

Install the app. Nothing changes until a user gets a line.

2

Open a user

Settings > Users, a user with several companies, tab Access by Company.

3

Add a company

Add a line for the company where the user has other rights and adjust them.

4

Switch

The user switches company: menus, screens and records follow at once.

Under the hood

How it works

Rights of a companyApplication rights of the line, plus the global rights of the user (administration, user type, technical rights), with their implied rights.
Active companyThe first company of the company switcher. Without one (scheduled actions, links), the default company of the user.
Several companiesModel access is granted if the user has it in one of the selected companies; then each record is filtered with the rights and record rules of its own company. Models without a company field follow the active company only.
CachesRights are computed per user and per company and cached like the standard ones; menus are reloaded when the active company changes.
UsersInternal users. Users without any line work exactly as in standard Odoo.
Moduleaccess_rights_by_company, depends on the web client only. Tested with Sales, Invoicing, Accounting and Inventory, Community and Enterprise.

FAQ

Good to know

What happens to the Access Rights tab?

It stays the reference: it applies in every company without a line, and its administration, user type and technical rights apply everywhere.

Can a user be administrator in one company only?

No, on purpose: Settings and Access Rights administration give access to the whole database, so they stay global.

What about code that checks a group?

Business checks written in Python (for example only an accounting manager can post this) and the visibility of fields and buttons follow the active company. Put the company of the record first in the switcher to work with its rights.

And if I uninstall it?

The lines are removed and every user is back to the rights of the Access Rights tab.

Which languages?

English and French (also used for fr_BE).

A question? A problem? Talk to the people who built it.

We will get back to you within 8 business hours.

Contact us

Email us directly at

[email protected]

Published by

Nalios — Odoo Gold Partner, Belgium — nalios.be