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</head>
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<body>
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<div class="document" id="user-roles">
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<h1 class="title">User roles</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<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/14.0/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-14-0/server-backend-14-0-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/253/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This module was written to extend the standard functionality regarding users
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and groups management.
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It helps creating well-defined user roles and associating them to users.</p>
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<p>It can become very hard to maintain a large number of user profiles over time,
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juggling with many technical groups. For this purpose, this module will help
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you to:</p>
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<blockquote>
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<ul class="simple">
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<li>define functional roles by aggregating low-level groups,</li>
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<li>set user accounts with the predefined roles (roles are cumulative),</li>
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<li>update groups of all relevant user accounts (all at once),</li>
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<li>ensure that user accounts will have the groups defined in their roles
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(nothing more, nothing less). In other words, you can not set groups
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manually on a user as long as there is roles configured on it,</li>
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<li>activate/deactivate roles depending on the date (useful to plan holidays, etc)</li>
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<li>get a quick overview of roles and the related user accounts.</li>
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</ul>
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</blockquote>
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<p>That way you make clear the different responsabilities within a company, and
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are able to add and update user accounts in a scalable and reliable way.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="id7">Other credits</a><ul>
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<li><a class="reference internal" href="#images" id="id8">Images</a></li>
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</ul>
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</li>
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<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<p>To configure this module, you need to go to <em>Configuration / Users / Roles</em>,
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and create a new role. From there, you can add groups to compose your role,
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and then associate users to it.</p>
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<p>You can also define default roles for a new user by editing the user called
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“Default User”.</p>
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<p>Roles:</p>
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<div class="figure align-center">
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<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%;" />
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</div>
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<p>Add groups:</p>
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<div class="figure align-center">
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<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%;" />
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</div>
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<p>Add users (with dates or not):</p>
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<div class="figure align-center">
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<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%;" />
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</div>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>Go to Configuration / Users / Users choose user and set Roles:</li>
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</ol>
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<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" />
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-backend/issues">GitHub Issues</a>.
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In case of trouble, please check there if your issue has already been reported.
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|
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:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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|
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
|
</div>
|
|
<div class="section" id="credits">
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|
<h1><a class="toc-backref" href="#id4">Credits</a></h1>
|
|
<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id5">Authors</a></h2>
|
|
<ul class="simple">
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|
<li>ABF OSIELL</li>
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</ul>
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</div>
|
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
|
|
<ul class="simple">
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|
<li>Sébastien Alix <<a class="reference external" href="mailto:sebastien.alix@camptocamp.com">sebastien.alix@camptocamp.com</a>></li>
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|
<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>
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|
<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>
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|
<li>Alan Ramos <<a class="reference external" href="mailto:alan.ramos@jarsa.com.mx">alan.ramos@jarsa.com.mx</a>> (<a class="reference external" href="https://www.jarsa.com.mx">https://www.jarsa.com.mx</a>)</li>
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<li>Harald Panten <<a class="reference external" href="mailto:harald.panten@sygel.es">harald.panten@sygel.es</a>></li>
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</ul>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="other-credits">
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<h2><a class="toc-backref" href="#id7">Other credits</a></h2>
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<div class="section" id="images">
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<h3><a class="toc-backref" href="#id8">Images</a></h3>
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<ul class="simple">
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<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>
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</ul>
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</div>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id9">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
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<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>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-backend/tree/14.0/base_user_role">OCA/server-backend</a> project on GitHub.</p>
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<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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</div>
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</div>
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</div>
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