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  278. <div class="document" id="user-profiles">
  279. <h1 class="title">User profiles</h1>
  280. <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  281. !! This file is generated by oca-gen-addon-readme !!
  282. !! changes will be overwritten. !!
  283. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
  284. <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/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-backend/tree/12.0/base_user_role_profile"><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-12-0/server-backend-12-0-base_user_role_profile"><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/253/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
  285. <p>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. Through the new widget, much in the same way that a user can switch companies when they are part of the multi company group, users have the possibility to change profiles when they are part of the multi profiles group.</p>
  286. <dl class="docutils">
  287. <dt>This allows users to switch their permission groups dynamically. This can be useful for example to:</dt>
  288. <dd><ul class="first last simple">
  289. <li>finer grain control on menu and model permissions (with record rules this becomes very flexible)</li>
  290. <li>break down complicated menus into simpler ones</li>
  291. <li>easily restrict users accidentally editing or creating records in O2M fields and in general misusing the interface, instead of excessively explaining things to them</li>
  292. </ul>
  293. </dd>
  294. <dt>When you define a role, you have the possibility to link it to a profile. Roles are applied to users in the following way:</dt>
  295. <dd><ul class="first last simple">
  296. <li>Apply user’s roles without profiles in any case</li>
  297. <li>Apply user’s roles that are linked to the currently selected profile</li>
  298. </ul>
  299. </dd>
  300. </dl>
  301. <p>Note that this module assumes a multicompany environment</p>
  302. <p><strong>Table of contents</strong></p>
  303. <div class="contents local topic" id="contents">
  304. <ul class="simple">
  305. <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
  306. <li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
  307. <li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
  308. <li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
  309. <li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
  310. <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
  311. <li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
  312. </ul>
  313. </li>
  314. </ul>
  315. </div>
  316. <div class="section" id="configuration">
  317. <h1><a class="toc-backref" href="#id1">Configuration</a></h1>
  318. <p>Go to Configuration / Users / Profiles and create a profile. Go to Configuration / Users / Roles and define some role lines with profiles.
  319. Be careful when defining role lines that company ids and profiles are correctly configured.</p>
  320. </div>
  321. <div class="section" id="usage">
  322. <h1><a class="toc-backref" href="#id2">Usage</a></h1>
  323. <p>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).</p>
  324. </div>
  325. <div class="section" id="bug-tracker">
  326. <h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
  327. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-backend/issues">GitHub Issues</a>.
  328. In case of trouble, please check there if your issue has already been reported.
  329. If you spotted it first, help us smashing it by providing a detailed and welcomed
  330. <a class="reference external" href="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**">feedback</a>.</p>
  331. <p>Do not contact contributors directly about support or help with technical issues.</p>
  332. </div>
  333. <div class="section" id="credits">
  334. <h1><a class="toc-backref" href="#id4">Credits</a></h1>
  335. <div class="section" id="authors">
  336. <h2><a class="toc-backref" href="#id5">Authors</a></h2>
  337. <ul class="simple">
  338. <li>Akretion</li>
  339. </ul>
  340. </div>
  341. <div class="section" id="contributors">
  342. <h2><a class="toc-backref" href="#id6">Contributors</a></h2>
  343. <ul class="simple">
  344. <li>Kevin Khao &lt;<a class="reference external" href="mailto:kevin.khao&#64;akretion.com">kevin.khao&#64;akretion.com</a>&gt;</li>
  345. <li>Sébastien Beau &lt;<a class="reference external" href="mailto:sebastien.beau&#64;akretion.com">sebastien.beau&#64;akretion.com</a>&gt;</li>
  346. </ul>
  347. </div>
  348. <div class="section" id="maintainers">
  349. <h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
  350. <p>This module is maintained by the OCA.</p>
  351. <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
  352. <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
  353. mission is to support the collaborative development of Odoo features and
  354. promote its widespread use.</p>
  355. <p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-backend/tree/12.0/base_user_role_profile">OCA/server-backend</a> project on GitHub.</p>
  356. <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>
  357. </div>
  358. </div>
  359. </div>
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