Tuesday, October 6, 2009

Add Access Control to OpenERP Objects


I've started exploring, learning, and developing in OpenERP since last August. One of the most annoying things I found in it is its so bad documentation. Thus I thought I should add some documentation about it here, with some hints and tips about mistakes, errors, and bugs I faced with it.

So please.. Enjoy :)
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To add security privilege to users on your OpenERP version 5.0.3+ system, follow those three steps:

Step #1: Create New Users

- Go to Administration> Users> Users
- Click "New"
- Fill the required fields about your new user. Important attributes for user are:
# Name: The user name that will appear at the user screen, and some reports.
# Login: The user's loging.
# Password: The user password.
# Home Action: Determine the desired menu that will appear once the user login to the system.

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Step #2: Create New Group

- Go to Administration> Users> Groups
- Click "New"
- Define "Group Name" and "Users" associate with this group
- Click the "Menus"
- Select the menus that the user has the right to access
- Select the "Access Rights" tab, and define the access rights for each object

Hint:
Some menus are accessible for all system users by default. To change this you need to define that "this" menu is accessible for "that" group.

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Step #3: Create New Rules

- Go to Administration> Security> Record Rules
- Click "New"
- Select the "Object" to add conditions on it
- Add the "Test" to be checked by clicking on the "create New Record" button
- Set the rule to be applied on the object you choose
- Mark the "Global" check-box in case you want to make this rule public for all users.

Hint:
You'll need to make rules if there's an "object" that you want it to be accessible for the group users under some conditions.

3 comments:

Anonymous said...

Hi,
I want to provide restricted access to the project/user group.He should only be able to click the 'Pending' button. And he should not have the access to the 'Open', 'Cancel', 'Close' buttons. How can I do this?

Please Help.

Yasmen R. El-Shaa'rawy said...

Well, last time I worked with OpenERP was around December 2010!! So, I'm afraid to say that I won't be able that helpful!

Yet, you can contact my friend, Abeer, she's very good experience in OpenERP. Feel free to contact her through her website http://www.abeerelsayed.com/

Good luck! :)

Yasmen R. El-Shaa'rawy said...

Correction: it was around December 2009! :D