=====================
User roles by company
=====================
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Enable User Roles depending on the Companies selected.
A company specific Role will only be enabled if it is set for **all**
the currently selected companies.
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.
**Table of contents**
.. contents::
:local:
Configuration
=============
Roles are set on the User form.
The "Company" additional column allows to set a Role as only valid for
specific companies.
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.
Usage
=====
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.
When the user changes the company selection, only the groups available
to all active companies will be activated.
For example:
- A "SALES PERSON" and a "SALES MANAGER" roles are created.
- A user is assigned to the roles:
- "SALES PERSON", with no specific company assigned (meaning all)
- "SALES MANAGER" only to "My Company (Chicago)"
- When selecting active companies from the UI widget:
- If only "My Company (San Francisco)" is active, "SALES PERSON"
will be active.
- If only "My Company (Chicago)" is active, "SALES PERSON" and
"SALES MANAGER" will be active.
- If both "My Company (San Francisco)" and "My Company (Chicago)" is
active, "SALES PERSON" will be active.
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 to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role_company%0Aversion:%2017.0%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
-------
* Open Source Integrators
Contributors
------------
`Open Source Integrators <http://opensourceintegrators.com>`__
- Daniel Reis <dreis@opensourceintegrators.com>
- Chandresh Thakkar <cthakkr@opensourceintegrators.com>
- Urvisha Desai <udesai@opensourceintegrators.com>
`WeSolved <http://wesolved.com>`__
- Robin Conjour <rconjour@wesolved.com>
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.
This module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/17.0/base_user_role_company>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=====================\nUser roles by company\n=====================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:bda3edd68fb07a268d9aef2212886132194a6946ffb608f88d4a596c43db7cb5\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github\n :target: https://github.com/OCA/server-backend/tree/17.0/base_user_role_company\n :alt: OCA/server-backend\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/server-backend-17-0/server-backend-17-0-base_user_role_company\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/server-backend&target_branch=17.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nEnable User Roles depending on the Companies selected.\n\nA company specific Role will only be enabled if it is set for **all**\nthe currently selected companies.\n\nFor example, if a user is \"Sales Manager\" only for Company A, it will\nsee that role enabled only if Company A is selected. If the user selects\nCompany A and Company B, then the \"Sales Manager\" role won't be enabled.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nRoles are set on the User form.\n\nThe \"Company\" additional column allows to set a Role as only valid for\nspecific companies.\n\nThere is also a \"Active Role\" techincal field, only visible in developer\nmode. It shows what roles are active, after applying the company\nselection rules.\n\nUsage\n=====\n\nSelect the active companies from the web client widget, near the top\nright corner. When doing so, the User's security Groups are recomputed,\nbased on the Roles.\n\nWhen the user changes the company selection, only the groups available\nto all active companies will be activated.\n\nFor example:\n\n- A \"SALES PERSON\" and a \"SALES MANAGER\" roles are created.\n\n- A user is assigned to the roles:\n\n - \"SALES PERSON\", with no specific company assigned (meaning all)\n - \"SALES MANAGER\" only to \"My Company (Chicago)\"\n\n- When selecting active companies from the UI widget:\n\n - If only \"My Company (San Francisco)\" is active, \"SALES PERSON\"\n will be active.\n - If only \"My Company (Chicago)\" is active, \"SALES PERSON\" and\n \"SALES MANAGER\" will be active.\n - If both \"My Company (San Francisco)\" and \"My Company (Chicago)\" is\n active, \"SALES PERSON\" will be active.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/server-backend/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/server-backend/issues/new?body=module:%20base_user_role_company%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Open Source Integrators\n\nContributors\n------------\n\n`Open Source Integrators <http://opensourceintegrators.com>`__\n\n - Daniel Reis <dreis@opensourceintegrators.com>\n - Chandresh Thakkar <cthakkr@opensourceintegrators.com>\n - Urvisha Desai <udesai@opensourceintegrators.com>\n\n`WeSolved <http://wesolved.com>`__\n\n - Robin Conjour <rconjour@wesolved.com>\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/server-backend <https://github.com/OCA/server-backend/tree/17.0/base_user_role_company>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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