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</style> </head> <body> <div class="document" id="user-roles"> <h1 class="title">User roles</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-backend/tree/13.0/base_user_role"><img alt="OCA/server-backend" src="https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-backend-13-0/server-backend-13-0-base_user_role"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/253/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module was written to extend the standard functionality regarding users and groups management. It helps creating well-defined user roles and associating them to users.</p> <p>It can become very hard to maintain a large number of user profiles over time, juggling with many technical groups. For this purpose, this module will help you to:</p> <blockquote> <ul class="simple"> <li>define functional roles by aggregating low-level groups,</li> <li>set user accounts with the predefined roles (roles are cumulative),</li> <li>update groups of all relevant user accounts (all at once),</li> <li>ensure that user accounts will have the groups defined in their roles (nothing more, nothing less). In other words, you can not set groups manually on a user as long as there is roles configured on it,</li> <li>activate/deactivate roles depending on the date (useful to plan holidays, etc)</li> <li>get a quick overview of roles and the related user accounts.</li> </ul> </blockquote> <p>That way you make clear the different responsabilities within a company, and are able to add and update user accounts in a scalable and reliable way.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id5">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#other-credits" id="id7">Other credits</a><ul> <li><a class="reference internal" href="#images" id="id8">Images</a></li> </ul> </li> <li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li> </ul> </li> </ul> </div> <div class="section" id="configuration"> <h1><a class="toc-backref" href="#id1">Configuration</a></h1> <p>To configure this module, you need to go to <em>Configuration / Users / Roles</em>, and create a new role. From there, you can add groups to compose your role, and then associate users to it.</p> <p>You can also define default roles for a new user by editing the user called “Default User”.</p> <p>Roles:</p> <div class="figure align-center"> <img alt="https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/roles.png" src="https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/roles.png" style="width: 80%;" /> </div> <p>Add groups:</p> <div class="figure align-center"> <img alt="https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/role_groups.png" src="https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/role_groups.png" style="width: 80%;" /> </div> <p>Add users (with dates or not):</p> <div class="figure align-center"> <img alt="https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/role_users.png" src="https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/role_users.png" style="width: 80%;" /> </div> </div> <div class="section" id="usage"> <h1><a class="toc-backref" href="#id2">Usage</a></h1> <p>To use this module, you need to:</p> <ol class="arabic simple"> <li>Go to Configuration / Users / Users choose user and set Roles:</li> </ol> <img alt="https://raw.githubusercontent.com/OCA/server-backend/base_user_role/static/description/user_form.png" src="https://raw.githubusercontent.com/OCA/server-backend/base_user_role/static/description/user_form.png" /> </div> <div class="section" id="bug-tracker"> <h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-backend/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> </div> <div class="section" id="credits"> <h1><a class="toc-backref" href="#id4">Credits</a></h1> <div class="section" id="authors"> <h2><a class="toc-backref" href="#id5">Authors</a></h2> <ul class="simple"> <li>ABF OSIELL</li> </ul> </div> <div class="section" id="contributors"> <h2><a class="toc-backref" href="#id6">Contributors</a></h2> <ul class="simple"> <li>Sébastien Alix <<a class="reference external" href="mailto:sebastien.alix@camptocamp.com">sebastien.alix@camptocamp.com</a>></li> <li>Duc, Dao Dong <<a class="reference external" href="mailto:duc.dd@komit-consulting.com">duc.dd@komit-consulting.com</a>> (<a class="reference external" href="https://komit-consulting.com">https://komit-consulting.com</a>)</li> <li>Jean-Charles Drubay <<a class="reference external" href="mailto:jc@komit-consulting.com">jc@komit-consulting.com</a>> (<a class="reference external" href="https://komit-consulting.com">https://komit-consulting.com</a>)</li> </ul> <p>Do not contact contributors directly about support or help with technical issues.</p> </div> <div class="section" id="other-credits"> <h2><a class="toc-backref" href="#id7">Other credits</a></h2> <div class="section" id="images"> <h3><a class="toc-backref" href="#id8">Images</a></h3> <ul class="simple"> <li>Oxygen Team: <a class="reference external" href="http://www.iconarchive.com/show/oxygen-icons-by-oxygen-icons.org/Actions-user-group-new-icon.html">Icon</a> (LGPL)</li> </ul> </div> </div> <div class="section" id="maintainers"> <h2><a class="toc-backref" href="#id9">Maintainers</a></h2> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p> <p><a class="reference external" href="https://github.com/sebalix"><img alt="sebalix" src="https://github.com/sebalix.png?size=40px" /></a> <a class="reference external" href="https://github.com/jcdrubay"><img alt="jcdrubay" src="https://github.com/jcdrubay.png?size=40px" /></a> <a class="reference external" href="https://github.com/novawish"><img alt="novawish" src="https://github.com/novawish.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-backend/tree/13.0/base_user_role">OCA/server-backend</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> </div> </div> </div> </body> </html>
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