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AccessGovernance

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Optimize Dolibarr access management: control customer/supplier access by users or user groups. Create simple access rules, manage business teams, and reduce permission administration overhead.

60.00 €

  • Author Massaoud Bouzenad
  • Module version 1.0.0
  • Release date 06/10/2025
  • Access to updates and downloads 365 days
  • How to contact support products@dzprod.net
  • Compatibility Dolibarr V17 - V21   -   PHP>= 7.3
  • Last update 06/14/2025 07:15 PM

More info

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