Smart Access Manager¶ Smart Access Manager Features Supported Features How it differs from standard Odoo access rights Benefits Conclusion Initial Setup Who Can Manage Access Access Levels Administrators Recommended Role Separation Roles & Assignment Create and configure a role General Information Permissions Record Permissions Domain Access UI Control Hidden Menus Hide & Lock Fields Filter Field Values Hide Buttons & Options Block Everywhere Security & Status Conditional Rules Granted Role Access Managing a person’s access from the user form Permission conflict detection Save as Template How several roles combine Role Templates What a template contains — and what it does not Ready-made templates Apply a template Create a Role from a Template Combine Several Templates Add a Template to an Existing Role Save Your Role as a Template Track Template Usage Access Board How the board is organised Assign and remove access Indirect roles Live conflict detection Granted Role Access Create a grant Temporary handover Status Revoke a grant Expiry reminders Access Requests Raise a request Approve or reject Status Visibility Tools Element Inspector Turn on Inspect Mode What you can inspect Create a restriction Review and remove existing rules Permissions Record Permissions Configuration Options Read-only Can View Can Edit Can Create New Can Delete XML-RPC / JSON-RPC Important behaviour Domain Access Configuration Options Show only matching records Hide Matching Records Apply Filter Restrict View / Edit / Create / Delete Important behaviour Field Control Hide & Lock Fields Configuration Options Hide field Make read-only Make required Remove open link (↗) Remove Create / Create & Edit Apply on which screens? Combining rules Filter Field Values Configuration How It Works Difference from Domain Access Interface Control Menu Restrictions Configuration Hide individual menus Hide an Entire Application Buttons & Form Layout Hide specific buttons Hide All Smart Buttons Hide all header buttons Hide form tabs View Restrictions Hide view types Hide specific views Disable Opening from Kanban Actions Menu & Data Movement Hide Export Hide Import Hide Duplicate Hide Archive / Unarchive Hide Insert in Spreadsheet Hide Add Properties Hide the entire Print menu Hide specific reports Hide specific Actions menu items Search Restrictions Hide the search bar Hide all filters and Group By Hide the Favorites menu Hide specific filters or Group By entries Hidden fields and search Chatter Restrictions Hide the Entire Chatter Hide Send Message Hide Log Note Hide Schedule Activity Hide Followers Hide chatter search Hide Attachment Preview Navbar & Systray Hide Navbar / Systray Items Hide Discuss Hide Activities Hide Company Switcher Hide Other Systray Icons Global Controls Block Everywhere Global Read-Only Data movement Interface Block Favorites Block Search Bar Block Attachment Preview Hide Chatter Block Developer Mode Navbar & Systray Global vs. Per Record Type Conditional Rules Configuration Effects Lock entire record (read-only) Lock only specific fields Block deletion only Hide fields / buttons / tabs How the Condition Is Evaluated Login & Account Controls Block Login Allow Login Only During Business Hours Block External API Kill Switch Administrator protection Compliance & Governance Conflict Rules (Segregation of Duties) Define a Conflict Rule What Happens When a Conflict Is Attempted Security Officer Override Active Conflicts Risk Scores & Alerts User Risk Scores Alerts Activity Log Reading an entry Audit Reports Create a Report Report types Automatic Monthly Pack Smart Access Manager FAQs Getting Started Roles & Assignment Restrictions Users & Administrators Compliance Smart Access Manager Support Policy Support Coverage Support Exclusions Contact Support Required Information Before Submitting Additional Support
