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
  • Permission Conflicts Between Roles
    • What a permission conflict is
    • When conflicts are detected
    • Reading the conflict warning
      • What conflicts
      • Rules from roles
      • Effective result
    • Fixing a conflict
    • Saving anyway
    • Reviewing conflicts on the role
  • 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
• Smart Access Manager Release Notes
  • Version 19.0.1.0.0