Project Name
How Access Manager Ninja Strengthened Security and Compliance in Insurance
Our client, a mid-sized insurance firm with multiple departments including underwriting, finance, claims, HR, and IT, relied on Odoo to manage critical business processes. As the company scaled rapidly, maintaining secure, compliant, and efficient access to sensitive data across Odoo modules became a priority. The client needed a robust access control solution that could provide granular permissions, streamline user management, and ensure compliance with industry regulations all without requiring extensive coding or manual intervention.
Before implementing Access Manager Ninja, the client faced several critical challenges:
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Broad Access Risks
Odoo’s default user model provided blanket access, risking unauthorized data exposure across departments. -
Lack of Granular Permissions
No layered restrictions were available at the field, model, or record level, limiting precise control over data access. -
Manual Compliance Processes
Compliance audits required manual documentation of user access, including who accessed what, when, and how, leading to inefficiencies. -
Inflexible User Management
Admins lacked tools to enforce temporary access revocation, password policies, or login auditing, complicating user administration. -
Complex UI for Users
Non-relevant menus and UI elements cluttered the interface, reducing user efficiency and increasing the risk of errors.
Ksolves deployed Access Manager Ninja, a powerful Odoo access control tool designed to provide granular, profile-based permissions and robust administrative features. The solution was tailored to address the client’s specific needs:
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Profile-Based Access
Enabled creation of distinct profiles (e.g., Claims Agent, Underwriting Manager) to assign groups and users, with centralized access management. -
Model & Action Control
Configured model permissions to hide or disable actions like Create, Edit, Delete, Duplicate, Archive/Unarchive, Export, or make models read-only for specific profiles. -
Field-Level Permissions
Set fields as invisible, required, read-only, or removed external links for each profile on specific models, ensuring precise data control. -
Domain-Level Record Control
Restricted users to specific records using custom domain filters (e.g., Claims Agents only view claims from their region). -
Menu / UI Element Restriction
Hide menus, sub-menus, buttons, group-by, or filter options selectively for each profile, creating a simplified and relevant user interface. -
Additional Security Controls
Disabled Developer Mode for select profiles, hid chatter to prevent exposure of internal messaging, and enforced password expiry policies with automated reminders (7 days and 1 day prior). -
Temporary Profile Activation / Deactivation
Allowed admins to set date ranges for enabling or revoking profile access, ideal for contractors or leave periods. -
Admin Introspection
Enabled system admins to log in as any user, force logout sessions, and view login/logout status and timestamps for comprehensive auditing.
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50% Reduction in Administrative Overhead
Centralized profile-based management eliminated manual ACL updates and simplified role changes. -
100% Compliance with Audit Requirements
Granular controls and login auditing ensured zero over-exposure and supported automated compliance trails. -
80% Reduction in Unauthorized Access Risks
Field-level locking and domain restrictions prevented unauthorized edits and minimized human error. -
90% Improvement in User Experience
Tailored profiles with invisible menus and UI elements delivered a streamlined interface, boosting productivity. -
Enhanced Access Flexibility
Temporary profile activation/deactivation seamlessly handled contractor access and employee leave overlaps.
Ksolves’ Access Manager Ninja transformed the client’s Odoo ecosystem by delivering enterprise-grade access control with unmatched granularity and flexibility. By replacing blanket access with profile-based permissions, field-level restrictions, and robust auditing tools, the solution ensured compliance, enhanced security, and streamlined user management. The insurance firm now operates with confidence, knowing sensitive data is protected, compliance is effortless, and administrative tasks are significantly reduced—all within the Odoo platform.
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