========== 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-LGPL--3-blue.png :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html :alt: License: LGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github :target: https://github.com/OCA/server-backend/tree/14.0/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-14-0/server-backend-14-0-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/253/14.0 :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 ============= 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: .. figure:: https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/roles.png :width: 80 % :align: center Add groups: .. figure:: https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/role_groups.png :width: 80 % :align: center Add users (with dates or not): .. figure:: https://raw.githubusercontent.com/OCA/server-backend/12.0/base_user_role/static/description/role_users.png :width: 80 % :align: center Usage ===== To use this module, you need to: #. Go to Configuration / Users / Users choose user and set Roles: .. image:: https://raw.githubusercontent.com/OCA/server-backend/base_user_role/static/description/user_form.png Bug Tracker =========== Bugs are tracked on `GitHub 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 `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * ABF OSIELL Contributors ~~~~~~~~~~~~ * Sébastien Alix * Duc, Dao Dong (https://komit-consulting.com) * Jean-Charles Drubay (https://komit-consulting.com) * Alan Ramos (https://www.jarsa.com.mx) * Harald Panten Do not contact contributors directly about support or help with technical issues. Other credits ~~~~~~~~~~~~~ Images ------ * Oxygen Team: `Icon `_ (LGPL) Maintainers ~~~~~~~~~~~ This module is maintained by the OCA. .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org 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. .. |maintainer-sebalix| image:: https://github.com/sebalix.png?size=40px :target: https://github.com/sebalix :alt: sebalix .. |maintainer-jcdrubay| image:: https://github.com/jcdrubay.png?size=40px :target: https://github.com/jcdrubay :alt: jcdrubay .. |maintainer-novawish| image:: https://github.com/novawish.png?size=40px :target: https://github.com/novawish :alt: novawish Current `maintainers `__: |maintainer-sebalix| |maintainer-jcdrubay| |maintainer-novawish| This module is part of the `OCA/server-backend `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.