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Access Control Profiles

In wachsenden Unternehmen sehen Mitarbeiter oft dutzende Menüpunkte, von denen sie nur einen Bruchteil benötigen. Das führt zu Verwirrung, Fehlbedienungen und unnötigen Supportanfragen. Access Control Profiles räumt damit auf.

Ihr Nutzen

Übersichtliche Arbeitsumgebung

Jeder Mitarbeiter sieht nur die Menüpunkte, die für seine Rolle relevant sind. Schnellere Einarbeitung neuer Kollegen.

Einfache Verwaltung

Profile wie „Vertrieb“ oder „Einkauf“ erstellen und direkt im Benutzerformular zuweisen – ohne technische Kenntnisse.

Flexibel kombinierbar

Mehrere Profile pro Benutzer möglich. Sichtbare Menüpunkte werden automatisch zusammengeführt.

Funktionen im Detail

Access Control Profiles

Odoo 18 — Detalex GmbH

Overview

This module provides role-based visibility control for top-level menu entries. Create access profiles, assign them to users, and define which main menu entries each profile can see.

Many companies install multiple Odoo apps but not every employee needs access to all of them. With Access Control Profiles you can hide entire application menus from users who don't need them — keeping the interface clean and focused.

Key principle: Profiles define which menus are visible (whitelist). Users without any profile see all menus — no restrictions are applied.

How It Works

Each access profile contains a list of top-level menu entries that should be visible. Profiles are assigned to users via the Access Profiles tab on the user form. The system works as follows:

  1. No profile assigned — the user sees all menus as if the module were not installed. No restrictions apply.
  2. One profile assigned — the user only sees the menus listed in that profile. All other top-level menus (and their sub-menus) are hidden.
  3. Multiple profiles assigned — the visible menus are the union of all assigned profiles. This allows you to build roles from small, reusable building blocks.

Example

User Assigned Profiles Visible Menus
Maria Schmidt Sales + Purchase CRM, Sales, Purchase, Inventory, Invoicing, Contacts
Thomas Weber Project Manager Project, Timesheets, Contacts
Lisa Müller External Contacts
Max Huber (none) All menus visible (no restriction)

Features

  • Access Profiles — Named profiles that control which top-level menu entries are visible.
  • Cumulative system — Assign multiple profiles to a user; visible menus are combined (union of all profiles).
  • No profile = no restriction — Users without any assigned profile see all menus as usual.
  • Smart button — The profile form shows a user count button that links directly to the list of assigned users.
  • Predefined templates — Ships with Sales, Purchase, Project Manager, and External profiles ready to configure.
  • User form integration — Assign profiles directly on the user form (Access Profiles tab).
  • Superuser bypass — The Odoo superuser (Administrator in debug mode) is never restricted by profiles.

Screenshots

Profile Configuration

Access Profile form view

The "Sales" profile with visible menus (Apps, Settings) and the Users smart button showing 2 assigned users.

User Assignment

User form with Access Profiles tab

Assign one or more access profiles directly on the user form. This user has both "Sales" and "Purchase" profiles, so they see the combined menus.

Profile List

Access Profiles list view

Overview of all access profiles with user count and assigned visible menus.

Usage

Step 1: Configure Profiles

  1. Go to Settings > Access Control > Access Profiles.
  2. Open an existing profile (e.g. "Sales") or create a new one.
  3. In the Visible Menus tab, select the top-level menus that users with this profile should see.

Step 2: Assign Profiles to Users

  1. Go to Settings > Users & Companies > Users.
  2. Open a user form.
  3. Click the Access Profiles tab.
  4. Add one or more profiles. The user will immediately see only the menus allowed by their combined profiles.

Step 3: Verify

Log in as the restricted user (or use the smart button on the profile form to see all assigned users). The top-level menu bar should only show the allowed menu entries. All sub-menus of hidden top-level entries are also hidden automatically.

Tip: To quickly remove all restrictions from a user, simply remove all profiles from their Access Profiles tab. They will immediately see all menus again.

Configuration

Only users in the Access Control Manager group can create and edit profiles. This group is found under Settings > Users > Access Rights > Other > Access Control.

The Access Control menu entry appears in the top navigation bar under Settings once the group is assigned.

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Förderfähige Maßnahme

Die Einführung und Anpassung von ERP-Systemen wie Odoo ist in Deutschland förderfähig. Unternehmen können von staatlichen Förderprogrammen profitieren – z. B. über das Programm „go-digital“ des BMWi, „Digital Jetzt“ oder länderspezifische Digitalisierungsförderungen. Wir unterstützen Sie gerne bei der Antragstellung und beraten Sie zu den Möglichkeiten für Ihr Unternehmen.

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