Manage access rights
Understand the two axes of access control in O'Dashboard to keep your data secure and well-organized.
Two axes of access control
Access in O'Dashboard is managed across two axes: Odoo users and O'Dashboard users. Understanding both is key to keeping your data secure and well-organized.
Axis 1 — Odoo users
The first access level starts in Odoo itself. To allow a user to see the O'Dashboard module, enable the O'Dashboard User permission in their Odoo user settings. Without this, they won't see the app at all.
Once inside O'Dashboard, Odoo users who are not connected to an O'Dashboard account can be organized into access groups — giving you a clean way to manage visibility at scale.
On any page or section, you can add either individual Odoo users or entire access groups. Once you do, that page or section becomes restricted — only the Odoo users explicitly added, or members of the assigned groups, will be able to see it.
Important distinction
O'Dashboard users are not impacted by page and section access rules. These restrictions apply to Odoo users only. O'Dashboard users have their own separate permission layer.
Axis 2 — O'Dashboard users
O'Dashboard users are people who have created an O'Dashboard account. There are five roles:
- None — equivalent to a non-authenticated visitor
- Viewer — can see everything they're permitted to see based on their table access
- Editor — can create, edit and delete questions, and manage dashboards and sections
- Admin — everything an Editor can do, plus managing access rights
- Owner — full control, including the ability to delete the instance
When someone creates an O'Dashboard account and links it to your instance, they are automatically assigned the None role. An Admin or Owner can then promote them to the appropriate role.
Table access
By default, an O'Dashboard user has access to all tables across all sources. In Odoo, tables are automatically categorized by department, making it straightforward to restrict access — blocking accounting tables, for example, with just a few clicks.
Restricted tables
Once restricted, a user won't be able to create questions pointing to those tables, whether in SQL or the Question Builder. Any existing charts based on restricted tables simply won't be visible to them.
Dashboard and section access
By default, any O'Dashboard user who isn't set to None can view all dashboards and sections. If a user needs to be restricted to specific pages, configure access rights directly on those pages or sections.
Full control
Two axes, five roles, granular table permissions. O'Dashboard gives you full control over who sees what — and nothing more.