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| 1 | +.. image:: https://odoo-community.org/readme-banner-image |
| 2 | + :target: https://odoo-community.org/get-involved?utm_source=readme |
| 3 | + :alt: Odoo Community Association |
| 4 | + |
| 5 | +===================== |
| 6 | +User roles by company |
| 7 | +===================== |
| 8 | + |
| 9 | +.. |
| 10 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 11 | + !! This file is generated by oca-gen-addon-readme !! |
| 12 | + !! changes will be overwritten. !! |
| 13 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 14 | + !! source digest: sha256:22170e229c468ec41046141f10de50f397080458a7de6004f4a453721c02ca2f |
| 15 | + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
| 16 | +
|
| 17 | +.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png |
| 18 | + :target: https://odoo-community.org/page/development-status |
| 19 | + :alt: Beta |
| 20 | +.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png |
| 21 | + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
| 22 | + :alt: License: AGPL-3 |
| 23 | +.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github |
| 24 | + :target: https://github.com/OCA/server-backend/tree/19.0/base_user_role_company |
| 25 | + :alt: OCA/server-backend |
| 26 | +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
| 27 | + :target: https://translation.odoo-community.org/projects/server-backend-19-0/server-backend-19-0-base_user_role_company |
| 28 | + :alt: Translate me on Weblate |
| 29 | +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png |
| 30 | + :target: https://runboat.odoo-community.org/builds?repo=OCA/server-backend&target_branch=19.0 |
| 31 | + :alt: Try me on Runboat |
| 32 | + |
| 33 | +|badge1| |badge2| |badge3| |badge4| |badge5| |
| 34 | + |
| 35 | +Enable User Roles depending on the Companies selected. |
| 36 | + |
| 37 | +A company specific Role will only be enabled if it is set for **all** |
| 38 | +the currently selected companies. |
| 39 | + |
| 40 | +For example, if a user is "Sales Manager" only for Company A, it will |
| 41 | +see that role enabled only if Company A is selected. If the user selects |
| 42 | +Company A and Company B, then the "Sales Manager" role won't be enabled. |
| 43 | + |
| 44 | +**Table of contents** |
| 45 | + |
| 46 | +.. contents:: |
| 47 | + :local: |
| 48 | + |
| 49 | +Configuration |
| 50 | +============= |
| 51 | + |
| 52 | +Roles are set on the User form. |
| 53 | + |
| 54 | +The "Company" additional column allows to set a Role as only valid for |
| 55 | +specific companies. |
| 56 | + |
| 57 | +There is also a "Active Role" techincal field, only visible in developer |
| 58 | +mode. It shows what roles are active, after applying the company |
| 59 | +selection rules. |
| 60 | + |
| 61 | +Usage |
| 62 | +===== |
| 63 | + |
| 64 | +Select the active companies from the web client widget, near the top |
| 65 | +right corner. When doing so, the User's security Groups are recomputed, |
| 66 | +based on the Roles. |
| 67 | + |
| 68 | +When the user changes the company selection, only the groups available |
| 69 | +to all active companies will be activated. |
| 70 | + |
| 71 | +For example: |
| 72 | + |
| 73 | +- A "SALES PERSON" and a "SALES MANAGER" roles are created. |
| 74 | + |
| 75 | +- A user is assigned to the roles: |
| 76 | + |
| 77 | + - "SALES PERSON", with no specific company assigned (meaning all) |
| 78 | + - "SALES MANAGER" only to "My Company (Chicago)" |
| 79 | + |
| 80 | +- When selecting active companies from the UI widget: |
| 81 | + |
| 82 | + - If only "My Company (San Francisco)" is active, "SALES PERSON" |
| 83 | + will be active. |
| 84 | + - If only "My Company (Chicago)" is active, "SALES PERSON" and |
| 85 | + "SALES MANAGER" will be active. |
| 86 | + - If both "My Company (San Francisco)" and "My Company (Chicago)" is |
| 87 | + active, "SALES PERSON" will be active. |
| 88 | + |
| 89 | +Bug Tracker |
| 90 | +=========== |
| 91 | + |
| 92 | +Bugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/issues>`_. |
| 93 | +In case of trouble, please check there if your issue has already been reported. |
| 94 | +If you spotted it first, help us to smash it by providing a detailed and welcomed |
| 95 | +`feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role_company%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
| 96 | + |
| 97 | +Do not contact contributors directly about support or help with technical issues. |
| 98 | + |
| 99 | +Credits |
| 100 | +======= |
| 101 | + |
| 102 | +Authors |
| 103 | +------- |
| 104 | + |
| 105 | +* Open Source Integrators |
| 106 | + |
| 107 | +Contributors |
| 108 | +------------ |
| 109 | + |
| 110 | +`Open Source Integrators <http://opensourceintegrators.com>`__ |
| 111 | + |
| 112 | + - Daniel Reis <dreis@opensourceintegrators.com> |
| 113 | + - Chandresh Thakkar <cthakkr@opensourceintegrators.com> |
| 114 | + - Urvisha Desai <udesai@opensourceintegrators.com> |
| 115 | + |
| 116 | +`WeSolved <http://wesolved.com>`__ |
| 117 | + |
| 118 | + - Robin Conjour <rconjour@wesolved.com> |
| 119 | + |
| 120 | +`Dynapps <http://dynapps.eu>`__ |
| 121 | + |
| 122 | + - Bert Van Groenendael <bert.vangroenendael@dynapps.eu> |
| 123 | + |
| 124 | +Maintainers |
| 125 | +----------- |
| 126 | + |
| 127 | +This module is maintained by the OCA. |
| 128 | + |
| 129 | +.. image:: https://odoo-community.org/logo.png |
| 130 | + :alt: Odoo Community Association |
| 131 | + :target: https://odoo-community.org |
| 132 | + |
| 133 | +OCA, or the Odoo Community Association, is a nonprofit organization whose |
| 134 | +mission is to support the collaborative development of Odoo features and |
| 135 | +promote its widespread use. |
| 136 | + |
| 137 | +This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/19.0/base_user_role_company>`_ project on GitHub. |
| 138 | + |
| 139 | +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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