Document/Attachment Dashboard for Users/Employees for Odoo

Document/Attachment Dashboard - Odoo App

Document/Attachment Dashboard for Users/Employees: what to validate before go-live

Document/Attachment Dashboard - Odoo App

This app allow your users to view document dashboard and allow users/employees to access documents from one place dashboard.

DocumentAttachment Dashboard - Odoo App

Sales Manager/User(Marc Demo) Login

Invoice Manager/User(Mark Richard) Login

Purchase Manager/User(Alisha Addict) Login

Key Capabilities

Allow Admin to configure Documents Dashboard

Allow Admin to configure Documents Dashboard Items where Admin can create items for any Model(Object) in Odoo and set Allowed users who can see that item in Dashboard.

So only selected Allowed users when logged in system will able to see that item in his/her dashboard.

Allow Admin to configure Documents Dashboard Items where Admin can create items for any Model(Object) in Odoo and set Allowed users who can see that item in Dashboard.

So only selected Allowed users when logged in system will able to see that item in his/her dashboard.

Accounting alignment

Admin of System can see all Dashboard Items when logged in while users/employees from different departments like Sales, Purchase, Accounting etc etc will see Dashboard items based on Allowed users on setup and based on

Access rights of Odoo.

For example if Sales person A logged in then Sales Person A can only view documents where he/she is having access that means if Sales Person A does not have access of Sales Person B documents (As per Odoo Standard

Security of Attachment) same time if Sales Manager logged and if he/she is having access to all the Documents then he/she can see all the documents..

So dashboard will respect Odoo standard security which has been applied by Odoo out of box.

Allow you to create Dashboard for

Allow you to create Dashboard for different items i.e models like Sales Order, Purchase Order, Contacts, Stock Pickings, Project, Tasks, Production Order, Leave Requests etc etc based on applications you have installed in your Odoo DB.

Allow useremployee to quick add document

Allow user/employee to quick add document directly from dashboard by select record of model directly.

Additional details

Allow users/employees to see all documents and my documents directly from dashboard for given model/item.

Allow users/employees to search documents by name and index content.

Document Dashboard with Recent Documents for last 7 days.

Conclusion

Document/Attachment Dashboard for Users/Employees is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Document/Attachment Dashboard for

Before go-live, test Document/Attachment Dashboard for Users/Employees with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Document/Attachment Dashboard for Users/Employees is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse