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ReStructuredText
97 lines
4.0 KiB
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=============
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User profiles
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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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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-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/12.0/base_user_role_profile
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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-12-0/server-backend-12-0-base_user_role_profile
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/253/12.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Extending the base_user_role module, this one adds the notion of profiles. Effectively profiles act as an additional filter to how the roles are used.
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This allows users to switch their permission groups dynamically. This can be useful for example to:
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- finer grain control on menu and model permissions (with record rules this becomes very flexible)
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- break down complicated menus into simpler ones
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- easily restrict users accidentally editing or creating records in O2M fields and in general misusing the interface, instead of excessively explaining things to them
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When you define a role, you have the possibility to link it to a profile. Roles are applied to users in the following way:
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- Apply user's roles without profiles in any case
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- Apply user's roles that are linked to the currently selected profile
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Note that this module assumes a multicompany environment
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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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Go to Configuration / Users / Profiles and create a profile. Go to Configuration / Users / Roles and define some role lines with profiles.
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Be careful when defining role lines that company ids and profiles are correctly configured.
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Usage
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=====
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Once you have set up at least one profile for a user, use the widget in the top bar to switch user profiles. Note that it is possible to use no profile; in this case, the user will only get the roles that always apply (i.e the ones with no profile_id).
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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 smashing 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_profile%0Aversion:%2012.0%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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* Akretion
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Contributors
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~~~~~~~~~~~~
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* Kevin Khao <kevin.khao@akretion.com>
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* Sébastien Beau <sebastien.beau@akretion.com>
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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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This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/12.0/base_user_role_profile>`_ 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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