Overview

A company, a prominent mid-sized financial services firm, manages sensitive investment records, client portfolios, and transaction reports through their Odoo ERP system. With data security as a top priority, the company sought a solution that could enforce strict Odoo access control, reduce the chances of data leakage, and optimize internal operations.

Finance

Industry

Odoo ERP

Technology

100%

Success Rate

Braincuber

Partner

Challenges

✗
The company, a mid-sized financial services company, encountered the following key challenges with Odoo’s default access management functionalities:
✗ Inadequate Access Control Mechanisms The standard Odoo environment lacked the depth of customization needed for secure access control. The company couldn’t create tailored roles or limit access with enough granularity, which posed a threat to sensitive financial data.
✗ Risk of Data Exposure to Unauthorized Users Due to limited visibility restrictions, critical information such as investment records, internal audit reports, and transaction logs could potentially be accessed by staff not authorized to view them. This raised concerns around data leakage and compliance violations.
✗ Time-Consuming Manual Role Assignments Every time a new employee joined or changed departments, access rights had to be assigned manually. This repetitive task drained time from the IT team and slowed down employee onboarding and internal transfers.
✗ Limited Visibility Restrictions at Multiple Levels Odoo’s native features did not support restricting access at the granular level—such as individual fields, menus, or specific apps. This lack of layered control made it difficult to design role-based access policies that aligned with The company’s internal data classification system.
✗ Compliance Challenges with Internal Security Standards The finance industry demands a high level of accountability and transparency in data access. With no audit trail for who accessed what and when, The company struggled to meet internal policy checks and faced difficulties during compliance audits.

Our Solution

To address the client’s access management and security concerns, we implemented Access Manager Ninja, a powerful and intuitive Odoo security module tailored for strict compliance and operational efficiency. This solution enabled them to enforce strict data governance while simplifying Odoo user permissions management.

✓ Role-Based Access Control (RBAC) Access Manager Ninja allowed the client to create and assign customized user roles based on job functions and responsibilities. This form of Odoo role-based access control ensured users could only access what they needed—nothing more, nothing less.
✓ Frontend Visibility Controls We enabled dynamic visibility settings that allowed the client to show or hide entire menus, modules, fields, or apps based on the logged-in user’s role. This not only safeguarded data but also improved user experience by decluttering interfaces—a direct result of smarter Odoo access control.
✓ Predefined Access Templates To reduce the burden of manual configuration, we helped the client create predefined access templates. These templates could be applied instantly when onboarding new employees or restructuring teams, greatly simplifying Odoo user permissions management.
✓ Audit Logs for Accountability Access Manager Ninja came with built-in activity tracking and audit logs. This feature provided a clear record of access changes and user activity, helping the client ensure Odoo access control accountability and meet compliance requirements.
✓ Real-Time Rule Configuration With an intuitive frontend interface, the client could restrict access in Odoo on the fly without needing any technical expertise. Whether it was hiding a financial report from a junior analyst or unlocking a dashboard for the audit team—changes could be made in seconds.
✓ Comprehensive Security Audit and Implementation Before deploying the solution, our team conducted a thorough audit of the client’s existing Odoo security module setup. Based on this analysis, we designed and implemented department-specific access policies, tested them, and trained the IT and operations teams for seamless ongoing management.

Results & Impact

✓

• Reduction in Manual Effort

Predefined access templates and one-click role assignment significantly reduced the manual workload for the IT team during onboarding and restructuring.

✓

Enhanced Data Security

Granular access controls and frontend visibility restrictions ensured that sensitive financial data was only accessible to authorized users, reducing the risk of internal data breaches. This strengthened the client’s Odoo access control framework.

✓

Improved Compliance Readiness

With built-in audit trails and clear visibility logs, the client could now track user actions and access changes—meeting internal audit requirements with ease.

✓

Faster User Onboarding

New employees could be assigned exact access rights in seconds using predefined templates, accelerating onboarding and minimizing downtime through effective Odoo user permissions management.

✓

Clutter-Free User Experience

By hiding irrelevant menus, apps, and fields from different user roles, the interface was decluttered, allowing teams to focus only on what mattered to their specific function.

✓

Real-Time Control over Permissions

The client gained the ability to instantly restrict access in Odoo as roles evolved or departments reorganized—without waiting on developer support.

Conclusion

The implementation of Access Manager Ninja enabled the financial services client to secure critical financial data while boosting internal efficiency by 25%. By eliminating the need for technical intervention in daily Odoo access control tasks, the company maintained a strong security posture while remaining agile. The intuitive, scalable nature of Access Manager Ninja made it a perfect fit for any company looking to strengthen their Odoo security module and streamline Odoo user permissions management.

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