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441 lines
13 KiB
HTML
441 lines
13 KiB
HTML
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</head>
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<body>
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<div class="document" id="user-profiles-example">
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<h1 class="title">User profiles example</h1>
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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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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-backend/tree/12.0/base_user_role_profile_example"><img alt="OCA/server-backend" src="https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-backend-12-0/server-backend-12-0-base_user_role_profile_example"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/253/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
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<p>This shows an example of base_user_role_profile in use.</p>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
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<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
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<p>Nothing to configure, just check the demo user.</p>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#id2">Usage</a></h1>
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<p>Log in as the demo user, and observe on the upper right of the screen the widgets for profile selection and company selection.
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Use the widgets to manipulate user profile and companies for dynamic permissions/roles editing.</p>
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<p>Note: “Merchant Profile” means the user is interested in sales and purchases, and thus has access only to those menus. Note that through configuration of roles and role lines, a merchant can be a sales user AND a purchase user in one company, or just a sales user (NOT a purchase user) in another company.</p>
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<p>Here is a walkthrough:</p>
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<ul class="simple">
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<li>Demo user starts in “YourCompany” company. Observe permissions and access to the root menus for sales and purchases.</li>
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<li>Switch profile to HR profile, which gives access only to HR permissions. Observe that you can create new employees.</li>
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<li>Switch company to “Company, The Second”. Observe the menu has been reset, profile options have changed, one has been picked automatically from the available ones.</li>
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<li>Switch profile to “Merchant Profile”. Observe that for this company, you can only access Sales, because only a Sales role line has been defined for this company and user.</li>
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<li>Switch profile to “ERP Settings profile”. Observe that as expected you have ERP manager permissions.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-backend/issues">GitHub Issues</a>.
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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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<a class="reference external" href="https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role_profile_example%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#id4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#id5">Authors</a></h2>
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<ul class="simple">
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<li>Akretion</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
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<ul class="simple">
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<li>Kevin Khao <<a class="reference external" href="mailto:kevin.khao@akretion.com">kevin.khao@akretion.com</a>></li>
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<li>Sébastien Beau <<a class="reference external" href="mailto:sebastien.beau@akretion.com">sebastien.beau@akretion.com</a>></li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
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<p>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.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-backend/tree/12.0/base_user_role_profile_example">OCA/server-backend</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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</div>
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</div>
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</body>
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