odoo-addon-base-user-role

========== 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 Settings / 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:

|image1|

Add groups:

|image2|

Add users (with dates or not):

|image3|

Instead of creating roles from scratch, it is possible to create a role based on the groups of an existing user: select or open the user and choose "Create role from user" in the action menu.

.. |image1| image:: https://raw.githubusercontent.com/OCA/server-backend/16.0/base_user_role/static/description/roles.png .. |image2| image:: https://raw.githubusercontent.com/OCA/server-backend/16.0/base_user_role/static/description/role_groups.png .. |image3| image:: https://raw.githubusercontent.com/OCA/server-backend/16.0/base_user_role/static/description/role_users.png

Usage

To use this module, you need to:

1. Go to Configuration / Users / Users choose user and set Roles:

|image|

.. |image| 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 to smash it by providing a detailed and welcomed feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role%0Aversion:%2018.0%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 [e-mail]
• Duc, Dao Dong [e-mail] (https://komit-consulting.com)
• Jean-Charles Drubay [e-mail] (https://komit-consulting.com)
• Alan Ramos [e-mail] (https://www.jarsa.com.mx)
• Harald Panten [e-mail]
• Kevin Khao [e-mail]
• Tatiana Deribina [e-mail] (https://sprintit.fi)
• Guillem Casassas [e-mail]
• Guillaume Pothier [e-mail]

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/18.0/base_user_role>`_ project on GitHub.

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