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  1. =============
  2. User profiles
  3. =============
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github
  15. :target: https://github.com/OCA/server-backend/tree/12.0/base_user_role_profile
  16. :alt: OCA/server-backend
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/server-backend-12-0/server-backend-12-0-base_user_role_profile
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  24. Extending the base_user_role module, this one adds the notion of profiles. Effectively profiles act as an additional filter to how the roles are used.
  25. This allows users to switch their permission groups dynamically. This can be useful for example to:
  26. - finer grain control on menu and model permissions (with record rules this becomes very flexible)
  27. - break down complicated menus into simpler ones
  28. - easily restrict users accidentally editing or creating records in O2M fields and in general misusing the interface, instead of excessively explaining things to them
  29. When you define a role, you have the possibility to link it to a profile. Roles are applied to users in the following way:
  30. - Apply user's roles without profiles in any case
  31. - Apply user's roles that are linked to the currently selected profile
  32. Note that this module assumes a multicompany environment
  33. **Table of contents**
  34. .. contents::
  35. :local:
  36. Configuration
  37. =============
  38. Go to Configuration / Users / Profiles and create a profile. Go to Configuration / Users / Roles and define some role lines with profiles.
  39. Be careful when defining role lines that company ids and profiles are correctly configured.
  40. Usage
  41. =====
  42. Once you have set up at least one profile for a user, use the widget in the top bar to switch user profiles. Note that it is possible to use no profile; in this case, the user will only get the roles that always apply (i.e the ones with no profile_id).
  43. Bug Tracker
  44. ===========
  45. Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/issues>`_.
  46. In case of trouble, please check there if your issue has already been reported.
  47. If you spotted it first, help us smashing it by providing a detailed and welcomed
  48. `feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role_profile%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  49. Do not contact contributors directly about support or help with technical issues.
  50. Credits
  51. =======
  52. Authors
  53. ~~~~~~~
  54. * Akretion
  55. Contributors
  56. ~~~~~~~~~~~~
  57. * Kevin Khao <kevin.khao@akretion.com>
  58. * Sébastien Beau <sebastien.beau@akretion.com>
  59. Maintainers
  60. ~~~~~~~~~~~
  61. This module is maintained by the OCA.
  62. .. image:: https://odoo-community.org/logo.png
  63. :alt: Odoo Community Association
  64. :target: https://odoo-community.org
  65. OCA, or the Odoo Community Association, is a nonprofit organization whose
  66. mission is to support the collaborative development of Odoo features and
  67. promote its widespread use.
  68. This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/12.0/base_user_role_profile>`_ project on GitHub.
  69. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.