server-tools

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==========
User roles
==========

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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 <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:%2014.0%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
=======

Authors
~~~~~~~

* ABF OSIELL

Contributors
~~~~~~~~~~~~

* Sébastien Alix <sebastien.alix@camptocamp.com>
* Duc, Dao Dong <duc.dd@komit-consulting.com> (https://komit-consulting.com)
* Jean-Charles Drubay <jc@komit-consulting.com> (https://komit-consulting.com)
* Alan Ramos <alan.ramos@jarsa.com.mx> (https://www.jarsa.com.mx)
* Harald Panten <harald.panten@sygel.es>
* Kevin Khao <kevin.khao@akretion.com>
* Guillem Casassas <guillem.casassas@forgeflow.com>

Do not contact contributors directly about support or help with technical issues.

Other credits
~~~~~~~~~~~~~

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
   :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 <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sebalix| |maintainer-jcdrubay| |maintainer-novawish| 

This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/14.0/base_user_role>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
5.7 KiB Raw Blame History

5.7 KiB

Raw Blame History
