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120 lines
4.5 KiB
ReStructuredText
120 lines
4.5 KiB
ReStructuredText
=====================
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User roles by company
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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: sha256:709123e70b5db55c9206ea6bb61ddbf0fc01694223f3f1a04ab0335229281511
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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/16.0/base_user_role_company
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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_company
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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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Enable User Roles depending on the Companies selected.
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A company specific Role will only be enabled
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if it is set for **all** the currently selected companies.
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For example, if a user is "Sales Manager" only for Company A,
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it will see that role enabled only if Company A is selected.
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If the user selects Company A and Company B,
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then the "Sales Manager" role won't be enabled.
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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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Roles are set on the User form.
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The "Company" additional column allows to set a Role as only valid for specific companies.
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There is also a "Active Role" techincal field, only visible in developer mode.
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It shows what roles are active, after applying the company selection rules.
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Usage
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=====
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Select the active companies from the web client widget, near the top right corner.
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When doing so, the User's security Groups are recomputed, based on the Roles.
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When the user changes the company selection, only the groups available to all active companies will be activated.
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For example:
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* A "SALES PERSON" and a "SALES MANAGER" roles are created.
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* A user is assigned to the roles:
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* "SALES PERSON", with no specific company assigned (meaning all)
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* "SALES MANAGER" only to "My Company (Chicago)"
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* When selecting active companies from the UI widget:
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* If only "My Company (San Francisco)" is active, "SALES PERSON" will be active.
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* If only "My Company (Chicago)" is active, "SALES PERSON" and "SALES MANAGER" will be active.
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* If both "My Company (San Francisco)" and "My Company (Chicago)" is active, "SALES PERSON" will be active.
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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_company%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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* Open Source Integrators
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Contributors
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~~~~~~~~~~~~
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`Open Source Integrators <http://opensourceintegrators.com>`_
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* Daniel Reis <dreis@opensourceintegrators.com>
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* Chandresh Thakkar <cthakkr@opensourceintegrators.com>
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* Urvisha Desai <udesai@opensourceintegrators.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/16.0/base_user_role_company>`_ 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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