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User profiles

Project description

Beta License: AGPL-3 OCA/server-backend Translate me on Weblate Try me on Runboat

Extending the base_user_role module, this one adds the notion of profiles. Effectively profiles act as an additional filter to how the roles are used.

This allows users to switch their permission groups dynamically. This can be useful for example to:

  • finer grain control on menu and model permissions (with record rules this becomes very flexible)

  • break down complicated menus into simpler ones

  • easily restrict users accidentally editing or creating records in O2M fields and in general misusing the interface, instead of excessively explaining things to them

When you define a role, you have the possibility to link it to a profile. Roles are applied to users in the following way:

  • Apply user’s roles without profiles in any case

  • Apply user’s roles that are linked to the currently selected profile

In addition you can:

  • Add a ‘no profile’ profile to the user’s choice of profile, to allow him to select a specific profile which enables only the roles without a profile.

  • Restrict the user to change its profile, which can be useful in a security emergency.

Table of contents

Configuration

To configure this module, you need to go to Configuration / Users / Profiles, and create a new profile.

Then go to Configuration / Users / Roles and set some roles with a profile.

Then go to Configuration / Users / Users and add some roles if not already done. The allowed profiles will computes automatically.

In addition you can:

  • Check the “Include Default Profile” box to have the default profile as an allowed profile.

  • Change the current profile if needed.

  • Check the “Restrict Profile Switching” to restrict the user to change it’s profile, in that case you can still change it from the user’s settings form.

Usage

Once you have set up at least one profile for a user, use the widget in the top bar to switch user profiles. Note that it is possible to use no profile; in this case, the user will only get the roles that always apply (i.e the ones with no profile_id).

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • Akretion

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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 project on GitHub.

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

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