Advanced Rules — Advanced Permissions

Advanced Rules v2.0 — Advanced Business Permissions

Compatibility: Dolibarr 15 - 23 • PHP 7.1 minimum.

Using an older Dolibarr version? Contact us to discuss compatibility.

Control every business action without replacing native rights

Enable only the areas you want Advanced Rules to manage while retaining native Dolibarr permissions for every disabled scope.

Advanced Rules v2.0 adds granular authorization management across sales, purchases, reference data and payments. Permissions are organized by scope on user and group cards, combining interface controls with centralized server-side enforcement.

Permissions by scope

Each scope can be enabled independently. When a scope is disabled, native Dolibarr permissions remain in effect. All / None actions are available for every section on user and group cards.

Third parties

• Send by email, edit, delete and merge third parties
• Create an order from the customer or supplier commercial card
• Create an invoice or credit note from the customer or supplier commercial card
• View and delete attached files
• View, add or edit, and delete payment methods

Contacts

• Create a contact from the secondary menu
• Send by email and edit a contact
• Enable or disable a contact

Products and services

• Edit, clone and send by email
• View and edit selling prices
• View, add, edit and delete buying prices
• View referring objects and statistics
• View and delete attached files

Customer proposals

• Validate, edit, reopen, send by email, close and clone
• Create an order or invoice from a proposal
• Classify the proposal as billed
• View and delete attached files
• View statistics

Customer orders

• Create from the secondary menu
• Reopen, send by email, validate, edit, clone and cancel
• Create a shipment, invoice or supplier order
• Classify as shipped, billed or unbilled
• View and delete attached files
• View statistics

Shipments

• Validate, set back to draft, sign or unsign, reopen and send by email
• Create an invoice from the shipment
• Classify as billed, close and cancel
• View and delete attached files
• View statistics

Customer invoices

• Create from the secondary menu
• Edit, reopen, validate, send by email, cancel and clone
• View the POS ticket
• Classify as fully or partially paid and create a credit note
• Convert an invoice into a template and view templates
• View and delete attached files
• View statistics and access the billable orders menu

Supplier proposals

• Validate, edit, reopen, send by email, close and clone
• Accept, refuse or change status
• Create a supplier order
• View and delete attached files
• View statistics

Supplier orders

• Create from the secondary menu
• Validate, reopen, refuse, send by email, clone and cancel
• Create a supplier invoice
• Classify as received, billed or unbilled
• View and delete attached files
• View statistics

Receptions

• Validate, set back to draft, reopen, send by email and close
• Create a supplier invoice from the reception
• Classify the reception as billed
• View and delete attached files
• View statistics

Supplier invoices

• Create from the secondary menu
• Edit, reopen, validate, send by email, cancel and clone
• Classify as fully or partially paid and create a supplier credit note
• Convert an invoice into a template and view templates
• View and delete attached files
• View statistics

Payments

• Customer: enter a payment, view payment pages and delete a payment
• Customer: view and delete payment attached files
• Supplier: view, enter, send by email and delete a payment
• Supplier: view and delete payment attached files
• Various payments: view, enter, clone and delete
• Various payments: view and delete attached files

Discounts and free lines

• Add free lines to customer proposals, customer orders and customer invoices
• Apply discounts to customer proposals, customer orders and customer invoices
• Apply relative, fixed or global discounts to customers and prospects

Mass actions

Advanced Rules permissions also apply to native Dolibarr mass actions. When an individual action is forbidden, its mass-action equivalent is removed from the interface and blocked on the server. Advanced Rules does not add any new mass action.

Compatibility

Compatible with Dolibarr 15.0 to 23.0. Some actions are displayed only in Dolibarr versions where they exist natively.

Additional protection

Advanced Rules hides unauthorized buttons, tabs, menus and mass actions. Server-side controls also prevent direct execution of forbidden actions, including through manual modification of a URL or request. An Advanced Rules permission always complements native Dolibarr rights without replacing them.

Online demo

Try the module in our demonstration environment.

Access: https://demodolibarr.almisbah.ma

English user: en.user

Password: 000000000000

Module configuration:

• Enabled Advanced Rules scopes: Products and services, Customer orders, Shipments, Customer invoices, Supplier orders, Receptions, Supplier invoices, Discounts and free lines
• All other scopes remain governed by native Dolibarr permissions
• Purchase flow: Supplier proposal → Supplier order → Reception → Supplier invoice
• Sales flow: Customer proposal → Customer order → Shipment → Customer invoice
• Direct creation of an order, shipment, reception or invoice without a parent document is not permitted in this demo

Available permissions:

• The accounts can use authorized actions within enabled scopes according to the configured workflows
• They cannot delete any attached file in enabled scopes
• They cannot add free lines or apply discounts to sales documents
• Under Products and services, they cannot view selling or buying prices
• They cannot delete product or service attached files

Additional information

Included in the purchase

• The complete module
• Functional and technical bug fixes
• Support through our contact form

Installation, training and custom development are not included.

Updates

All updates to our modules are free for life.

Bug fixes will be published on DoliStore. Download the latest ZIP from your customer account and check compatibility before updating.

Installation and assistance

Install the ZIP through external module deployment, enable Advanced Rules, then configure the module according to your needs.

Request assistance

Who are we?

AL MISBAH INFORMATIQUE helps businesses integrate, customize and develop solutions around Dolibarr ERP/CRM.

We develop practical modules that automate everyday tasks and improve team efficiency.

Discover AL MISBAH INFORMATIQUE

View all our modules on DoliStore

Contact and support

Need help?

For installation, configuration or compatibility requests, our team is ready to help.

Contact our team

Technical issue?

Corrective maintenance is free for the Dolibarr and PHP versions explicitly covered by the Compatibility section.

Include the Dolibarr, PHP and module versions and the steps required to reproduce the problem.

Contact support