Files
server-backend/base_user_role/README.rst
Andrius Laukavičius 115aba15df [FIX] base_user_role: default user multi-company
When creating user, default roles are using `base.default_user`, which
in multi-company case, can be from different company than user is being
created for. If thats the case, user creating another user, will get
access error, when trying to read default template user.

To work around that, we use sudo, to make sure, template user data can
be read regardless of a company.

Also improved the way base_user_role tests are run. Changed base test
class from TransactionCase to SavepointCase.

From how tests are ran perspective, both classes behave the same: each
test uses set up which is roll backed after.

But the difference is that SavepointCase case is much faster, because
it calls setUpClass once and saves this case for all tests (reusing
saved state).
2020-12-16 20:12:49 +02:00

162 lines
5.8 KiB
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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
=====
[ This file must be present and contains the usage instructions
for end-users. As all other rst files included in the README,
it MUST NOT contain reStructuredText sections
only body text (paragraphs, lists, tables, etc). Should you need
a more elaborate structure to explain the addon, please create a
Sphinx documentation (which may include this file as a "quick start"
section). ]
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:%2012.0%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@osiell.com>
* Duc, Dao Dong <duc.dd@komit-consulting.com> (https://komit-consulting.com)
* Jean-Charles Drubay <jc@komit-consulting.com> (https://komit-consulting.com)
* Pierrick Brun <pierrick.brun@akretion.com>
* Kevin Khao <kevin.khao@akretion.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-ABF OSIELL| image:: https://github.com/ABF OSIELL.png?size=40px
:target: https://github.com/ABF OSIELL
:alt: ABF OSIELL
.. |maintainer-jcdrubay| image:: https://github.com/jcdrubay.png?size=40px
:target: https://github.com/jcdrubay
:alt: jcdrubay
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-ABF OSIELL| |maintainer-jcdrubay|
This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/12.0/base_user_role>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.