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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: https://www.gnu.org/licenses/agpl
:alt: License: AGPL-3
========== ==========
User roles User roles
========== ==========
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github
:target: https://github.com/OCA/server-backend/tree/12.0/base_user_role
:alt: OCA/server-backend
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/server-backend-12-0/server-backend-12-0-base_user_role
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/253/12.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
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.
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:
* define functional roles by aggregating low-level groups,
* set user accounts with the predefined roles (roles are cumulative),
* update groups of all relevant user accounts (all at once),
* 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,
* activate/deactivate roles depending on the date (useful to plan holidays, etc)
* get a quick overview of roles and the related user accounts.
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.
**Table of contents**
.. contents::
:local:
Configuration Configuration
============= =============
To configure this module, you need to go to *Configuration / Users / Roles*,
and create a new role. From there, you can add groups to compose your role,
and then associate users to it.
You can also define default roles for a new user by editing the user called
"Default User".
Roles:
.. image:: /base_user_role/static/description/roles.png
Add groups:
.. image:: /base_user_role/static/description/role_groups.png
Add users (with dates or not):
.. image:: /base_user_role/static/description/role_users.png
Usage
=====
[ This file must be present and contains the usage instructions
for end-users. As all other rst files included in the README,
it MUST NOT contain reStructuredText sections
only body text (paragraphs, lists, tables, etc). Should you need
a more elaborate structure to explain the addon, please create a
Sphinx documentation (which may include this file as a "quick start"
section). ]
To use this module, you need to:
#. Go to Configuration / Users / Users choose user and set Roles:
.. image:: /base_user_role/static/description/user_form.png
Known issues / Roadmap
======================
Bugs are tracked on `GitHub Issues
<https://github.com/OCA/server-backend/issues>`_. In case of trouble, please
check there if your issue has already been reported. If you spotted it first,
help us smash it by providing detailed and welcomed feedback.
Bug Tracker Bug Tracker
=========== ===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/issues>`_.
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
`feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits Credits
======= =======
Authors
~~~~~~~
* ABF OSIELL
Contributors Contributors
------------
~~~~~~~~~~~~
* Sébastien Alix <sebastien.alix@osiell.com>
* Duc, Dao Dong <duc.dd@komit-consulting.com> (https://komit-consulting.com)
* Jean-Charles Drubay <jc@komit-consulting.com> (https://komit-consulting.com)
Do not contact contributors directly about support or help with technical issues.
Other credits
~~~~~~~~~~~~~
Maintainer
----------
Images
------
* Oxygen Team: `Icon <http://www.iconarchive.com/show/oxygen-icons-by-oxygen-icons.org/Actions-user-group-new-icon.html>`_ (LGPL)
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png .. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association :alt: Odoo Community Association
:target: https://odoo-community.org :target: https://odoo-community.org
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and mission is to support the collaborative development of Odoo features and
promote its widespread use. promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.
.. |maintainer-ABF OSIELL| image:: https://github.com/ABF OSIELL.png?size=40px
:target: https://github.com/ABF OSIELL
:alt: ABF OSIELL
.. |maintainer-jcdrubay| image:: https://github.com/jcdrubay.png?size=40px
:target: https://github.com/jcdrubay
:alt: jcdrubay
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-ABF OSIELL| |maintainer-jcdrubay|
This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/12.0/base_user_role>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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<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/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"><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"><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>
<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="id2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id9">Other credits</a><ul>
<li><a class="reference internal" href="#images" id="id10">Images</a></li>
</ul>
</li>
<li><a class="reference internal" href="#maintainers" id="id11">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id2">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>
<img alt="/base_user_role/static/description/roles.png" src="/base_user_role/static/description/roles.png" />
<p>Add groups:</p>
<img alt="/base_user_role/static/description/role_groups.png" src="/base_user_role/static/description/role_groups.png" />
<p>Add users (with dates or not):</p>
<img alt="/base_user_role/static/description/role_users.png" src="/base_user_role/static/description/role_users.png" />
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id3">Usage</a></h1>
<dl class="docutils">
<dt>[ This file must be present and contains the usage instructions</dt>
<dd>for end-users. As all other rst files included in the README,
it MUST NOT contain reStructuredText sections
only body text (paragraphs, lists, tables, etc). Should you need
a more elaborate structure to explain the addon, please create a
Sphinx documentation (which may include this file as a “quick start”
section). ]</dd>
</dl>
<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="/base_user_role/static/description/user_form.png" src="/base_user_role/static/description/user_form.png" />
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id4">Known issues / Roadmap</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 smash it by providing detailed and welcomed feedback.</p>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id5">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:%2012.0%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="#id6">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id7">Authors</a></h2>
<ul class="simple">
<li>ABF OSIELL</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id8">Contributors</a></h2>
<ul class="simple">
<li>Sébastien Alix &lt;<a class="reference external" href="mailto:sebastien.alix&#64;osiell.com">sebastien.alix&#64;osiell.com</a>&gt;</li>
<li>Duc, Dao Dong &lt;<a class="reference external" href="mailto:duc.dd&#64;komit-consulting.com">duc.dd&#64;komit-consulting.com</a>&gt; (<a class="reference external" href="https://komit-consulting.com">https://komit-consulting.com</a>)</li>
<li>Jean-Charles Drubay &lt;<a class="reference external" href="mailto:jc&#64;komit-consulting.com">jc&#64;komit-consulting.com</a>&gt; (<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="#id9">Other credits</a></h2>
<div class="section" id="images">
<h3><a class="toc-backref" href="#id10">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="#id11">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/ABFOSIELL"><img alt="ABF OSIELL" src="https://github.com/ABFOSIELL.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></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-backend/tree/12.0/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>
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