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The Lead Management module allows you to track commercial contacts to be qualified in Dolibarr without cluttering your third-party database, and then convert them in one click into a prospect, contact, and opportunity — all linked together and to their original lead.
Access invoices, quotes and customer folders from your everyday file explorer. DoliDisk brings Dolibarr into your daily workflow on Mac, Windows and Linux, while respecting each user’s permissions.
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Show each team only what it needs. Hide margins and cost prices from salesmen, lock payment terms, remove the Delete button, hide the Bank menu, ban exports, per group or per user, without code. Enforced by the server, REST API included.
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Dolibarr permissions work module by module: a salesman who can read invoices sees the margins, a clerk who can edit third parties can change the customer code, an intern who can create contacts can also delete them. Ramira Access fills the gap, without code.
Choose the groups and / or the users, then list what they cannot see or do:
Third parties, contacts, products and services, commercial proposals, sales orders, customer invoices, purchase orders, vendor invoices, projects.
Compatibility: Dolibarr 22, 23 and 24. Tested on 22.0.5, 23.0.4 and 24.0.1 (33 automatic checks on each version).
Limits: generated PDF / ODT documents are not filtered. REST API read calls return every field: give API keys only to trusted users.
Support: support@ramira.fr - ramira.fr