odoo-addon-hr-employee-bank-restrict 18.0.1.0.0.2

Restrict employee bank account in employee partner

Employee bank restrict

Restrict visibility of bank accounts in contacts related to employees.

This module hides bank account information in partner contacts that are linked to employees, only allowing users with accounting full access (group_account_user or group_account_manager) to view this sensitive data.

Regular contacts (not related to employees) show bank accounts to all users as usual.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

• Use Cases / Context

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Use Cases / Context

This module was developed to protect sensitive banking information of employees.

In organizations where payroll or expense reimbursement is managed, employees need to provide their bank account details. These contacts are linked to employee records via the “Work Contact” field. It’s common practice to restrict access to this sensitive data to only users who truly need it for payment processing.

It will be useful for you if:

• You manage employee payroll or expense reimbursements in Odoo.

• You want to restrict access to employee bank account data.

• You need to comply with data protection regulations (like GDPR).

Usage

To use this module, you need to:

1. Install the module in your Odoo database.

2. Ensure employees have their “Work Contact” field properly linked:

   • Go to the “Employees” app.

   • Select an employee.

   • In the “Work Contact” field, verify the contact is set.

3. Verify the restriction works:

   • As a user with accounting rights (Accounting User or Accounting Manager), open a contact linked to an employee. The bank accounts section should be visible.

   • As a user without accounting rights (like Billing or Internal User), open a contact linked to an employee. The bank accounts section should be hidden.

4. For regular contacts (not related to employees), bank accounts are always visible to all users.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Moduon

Contributors

• Emilio Pascual (Moduon)

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

This module is part of the OCA/hr project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.