Manage the availability of workspaces within Frappe/ ERPNext

Workspace Permissions

Manage the availability of workspaces within Frappe/ ERPNext (sidebar) based on user-roles.

Features

Configure foreach workspace, which roles can access / can not access a workspace

As a whitelist (means, we manage roles, that get access) -> “Visible To Roles”
As a blacklist (means, we manage roles, that can NOT get access) -> “Hidden to Roles”
Special handling for the "Administrator"-User, as we don't want to restrict anything for that user.
- That user won't get affected by the configuration, even if he has one of the black-listed roles assigned
Hide section-names, if there are no more workspaces available for the same

ATTENTION
This app will only work with a modification to the Frappe-Core, frappe/frappe/boot.py. Right now there is no other option to get this functionality integrated.

We have included a script that will "Monkey Patch" the relevant file/method. There is no need to manually modify any file. Therefore it is also no big deal to update Frappe later on - after updating (what would remove the modification), you just need to make sure to execute the given "seeds" once again.

Dependency

Frappe/ ERPNext v13

Install on Self-Hosted

Remeber to replace MY_SITE with your site name.

cd frappe-bench
bench get-app https://github.com/pstuhlmueller/workspaceperms.git
bench --site MY_SITE install-app workspaceperms
# This will do the modification within frappe/frappe/boot.py
bench execute workspaceperms.seeds.execute
# You need to run `bench restart` once, as otherwise the modification to boot.py won't take effect
bench restart

Configuration

Go (via awesomebar) into "Workspace Perms List"
Add a new Workspace Perms document
Select the relevant workspace
Set the permissions ("Visible To Roles" and/or "Hidden to Roles") as relevant for your scenario

Hint: Instead of manually adding each Workspace Perm manually, you could also think about preparing a xlsx-file and go with the "Data Import"..