User roles

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

Configuration

To configure this module, you need to go to Settings / 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:

Add groups:

Add users (with dates or not):

Usage

To use this module, you need to:

1. Go to Configuration / Users / Users choose user and set Roles:

Credits

Authors

• ABF OSIELL

Contributors

• Sébastien Alix <[email protected]>
• Duc, Dao Dong <[email protected]> (https://komit-consulting.com)
• Jean-Charles Drubay <[email protected]> (https://komit-consulting.com)
• Alan Ramos <[email protected]> (https://www.jarsa.com.mx)
• Harald Panten <[email protected]>
• Kevin Khao <[email protected]>
• Tatiana Deribina <[email protected]> (https://sprintit.fi)
• Guillem Casassas <[email protected]>

Do not contact contributors directly about support or help with technical issues.

Other credits

Images

• Oxygen Team: Icon (LGPL)

Maintainers

This module is maintained by the OCA.

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.

Current maintainers:

This module is part of the OCA/server-backend project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.