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6.2 KiB
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168 lines
6.2 KiB
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==========
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User roles
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==========
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..
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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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!! source digest: sha256:c476130dcc75dc43a4aa9cfcc84eba040aafbdb3b9ff2b672278a59bd46f91ef
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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:target: https://odoo-community.org/page/development-status
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:alt: Production/Stable
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.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github
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:target: https://github.com/OCA/server-backend/tree/16.0/base_user_role
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:alt: OCA/server-backend
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/server-backend-16-0/server-backend-16-0-base_user_role
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/server-backend&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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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.
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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:
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* define functional roles by aggregating low-level groups,
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* set user accounts with the predefined roles (roles are cumulative),
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* update groups of all relevant user accounts (all at once),
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* 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,
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* activate/deactivate roles depending on the date (useful to plan holidays, etc)
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* get a quick overview of roles and the related user accounts.
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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.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module, you need to go to *Settings / Users / Roles*,
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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.
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You can also define default roles for a new user by editing the user called
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"Default User".
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Roles:
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.. figure:: https://raw.githubusercontent.com/OCA/server-backend/16.0/base_user_role/static/description/roles.png
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:width: 80 %
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:align: center
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Add groups:
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.. figure:: https://raw.githubusercontent.com/OCA/server-backend/16.0/base_user_role/static/description/role_groups.png
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:width: 80 %
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:align: center
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Add users (with dates or not):
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.. figure:: https://raw.githubusercontent.com/OCA/server-backend/16.0/base_user_role/static/description/role_users.png
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:width: 80 %
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:align: center
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Instead of creating roles from scratch, it is possible to create a role
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based on the groups of an existing user: select or open the user and choose
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"Create role from user" in the action menu.
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Usage
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=====
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To use this module, you need to:
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#. Go to Configuration / Users / Users choose user and set Roles:
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.. image:: https://raw.githubusercontent.com/OCA/server-backend/base_user_role/static/description/user_form.png
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/issues>`_.
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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 to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* ABF OSIELL
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Contributors
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~~~~~~~~~~~~
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* Sébastien Alix <sebastien.alix@camptocamp.com>
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* Duc, Dao Dong <duc.dd@komit-consulting.com> (https://komit-consulting.com)
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* Jean-Charles Drubay <jc@komit-consulting.com> (https://komit-consulting.com)
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* Alan Ramos <alan.ramos@jarsa.com.mx> (https://www.jarsa.com.mx)
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* Harald Panten <harald.panten@sygel.es>
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* Kevin Khao <kevin.khao@akretion.com>
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* Tatiana Deribina <tatiana.deribina@sprintit.fi> (https://sprintit.fi)
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* Guillem Casassas <guillem.casassas@forgeflow.com>
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* Guillaume Pothier <gpothier@caligrafix.cl>
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Do not contact contributors directly about support or help with technical issues.
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Other credits
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~~~~~~~~~~~~~
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Images
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------
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* Oxygen Team: `Icon <http://www.iconarchive.com/show/oxygen-icons-by-oxygen-icons.org/Actions-user-group-new-icon.html>`_ (LGPL)
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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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.
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.. |maintainer-sebalix| image:: https://github.com/sebalix.png?size=40px
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:target: https://github.com/sebalix
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:alt: sebalix
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.. |maintainer-jcdrubay| image:: https://github.com/jcdrubay.png?size=40px
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:target: https://github.com/jcdrubay
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:alt: jcdrubay
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.. |maintainer-novawish| image:: https://github.com/novawish.png?size=40px
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:target: https://github.com/novawish
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:alt: novawish
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-sebalix| |maintainer-jcdrubay| |maintainer-novawish|
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This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/16.0/base_user_role>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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