AccessGovernance

AccessGovernance - Enterprise Third-Party Access Control

Optimize Dolibarr access management with permissions by users or user groups for customers and suppliers.

🛠 How It Works:

Create Access Rules that define WHO (users, user groups) can access WHAT (specific third-parties, categories, or universal access). The module automatically applies these rules across all third-party pages.

🎯 Perfect for These Scenarios:

• Multi-Department Organizations: Sales team accesses only their regional customers, procurement manages specific supplier categories
• Team-Based Access: Assign specialized teams (sales, technical, support) to their respective client portfolios without individual permission management
• Seasonal Staff Management: Quickly grant/revoke access for temporary employees during peak periods
• Compliance & Audit: Track who accessed which third-party data with comprehensive audit trails
• Franchise Operations: Regional managers access only their territory's customers and suppliers
• Consultant Integration: External consultants get limited access to specific client categories

⚡ Key Benefits:

• Reduce Administration: Move employees between departments without reconfiguring individual permissions
• Hierarchical Control: Category-based access with automatic inheritance to sub-categories
• Universal Rules: Grant access to "all customers" or "all suppliers" for administrative roles
• Zero Disruption: Existing Dolibarr functionality remains unchanged when module is disabled
• Performance Optimized: Cached access checks ensure your lists and forms stay fast

📊 Enterprise Features:

• Access testing tools for administrators
• Bulk rule management interface
• Category inheritance with override capabilities

See Youtube video

🔧 Custom Development:

Need specific adaptations? This module can be extended to meet your business requirements:

• Advanced Granularity: Field-level, document-level, or action-specific access control
• Business Integrations: Extend to quotes, invoices, orders linked to third-parties
• Custom Workflows: Approval processes for temporary access requests
• Specialized Reports: Dashboards compliant with your industry requirements
• API Connectors: Synchronization with your HR or CRM external systems
• Complex Business Rules: Access logic based on dates, amounts, custom statuses

Contact us to discuss your specific needs and get a personalized development quote.

📋 Installation & Support:

Important: The following services are not included and require a separate quote:

• Installation & Configuration: Technical setup, initial access rules configuration
• User Training: Administrator training on rules management and reporting

Quote Request: support@dzprod.net (specify your context: number of users, departments, organizational complexity)

Compatible: Dolibarr 17.0+, MySQL 8.0+, all hosting environments