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base_user_role_company
| Author: | Open Source Integrators, Odoo Community Association (OCA) |
|---|---|
| License: | AGPL-3 |
| Branch: | 10.0 |
| Repository: | acsone/server-tools |
| Dependencies: | base_user_role |
| Languages: | HTML (377, 62.4%), Python (130, 21.5%), XML (14, 2.3%), and reStructuredText (83, 13.7%) |
| Other branches: | 10.0-fix-base-suspend-security-search-lmi, 10.0-fix-dependencies-sbi, 10.0-lns_master, 10.0-mig-attachment_unindex_content, 10.0-mig-base_user_role_history, 10.0-session_db-lmi, 10.0-session_db-sbi, and bai_10.0_add_base_ir_values_groups |
| Other repositories: | LevelPrime/server-tools, NeatNerdPrime/server-tools, OCA/server-tools, YannickB/server-tools, akretion/server-tools, anhvu-sg/server-tools, aurestic/server-tools, blooparksystems/server-tools, brain-tec/server-tools, hbrunn/server-tools, kmee/server-tools, modoolar/server-tools, and zarumaru/server-tools |
<h1 class="title">User roles by company</h1>
<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-tools/tree/10.0/base_user_role_company"><img alt="OCA/server-tools" src="https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-tools-10-0/server-tools-10-0-base_user_role_company"><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/149/10.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>Enable User Roles depending on the Companies selected.</p>
<p>A company specific Role will only be enabled
if it is set for <strong>all</strong> the currently selected companies.</p>
<p>For example, if a user is "Sales Manager" only for Company A,
it will see that role enabled only if Company A is selected.
If the user selects Company A and Company B,
then the "Sales Manager" role won't be enabled.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<p>Roles are set on the User form.</p>
<p>The "Company" additional column allows to set a Role as only valid for specific companies.</p>
<p>There is also a "Active Role" techincal field, only visible in developer mode.
It shows what roles are active, after applying the company selection rules.</p>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>Select the active companies from the web client widget, near the top right corner.
When doing so, the User's security Groups are recomputed, based on the Roles.</p>
<p>When the user changes the company selection, only the groups available to all active companies will be activated.</p>
<p>For example:</p>
<ul class="simple">
<li>A "SALES PERSON" and a "SALES MANAGER" roles are created.</li>
<li><dl class="first docutils">
<dt>A user is assigned to the roles:</dt>
<dd><ul class="first last">
<li>"SALES PERSON", with no specific company assigned (meaning all)</li>
<li>"SALES MANAGER" only to "My Company (Chicago)"</li>
</ul>
</dd>
</dl>
</li>
<li><dl class="first docutils">
<dt>When selecting active companies from the UI widget:</dt>
<dd><ul class="first last">
<li>If only "My Company (San Francisco)" is active, "SALES PERSON" will be active.</li>
<li>If only "My Company (Chicago)" is active, "SALES PERSON" and "SALES MANAGER" will be active.</li>
<li>If both "My Company (San Francisco)" and "My Company (Chicago)" is active, "SALES PERSON" will be active.</li>
</ul>
</dd>
</dl>
</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id3">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-tools/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/server-tools/issues/new?body=module:%20base_user_role_company%0Aversion:%2010.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id4">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id5">Authors</a></h3>
<ul class="simple">
<li>Open Source Integrators</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id6">Contributors</a></h3>
<p><a class="reference external" href="http://opensourceintegrators.com">Open Source Integrators</a></p>
<blockquote>
<ul class="simple">
<li>Daniel Reis <<a class="reference external" href="mailto:dreis@opensourceintegrators.com">dreis@opensourceintegrators.com</a>></li>
<li>Chandresh Thakkar <<a class="reference external" href="mailto:cthakkr@opensourceintegrators.com">cthakkr@opensourceintegrators.com</a>></li>
</ul>
</blockquote>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id7">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-tools/tree/10.0/base_user_role_company">OCA/server-tools</a> project on GitHub.</p>
<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>