MAIN FEATURES
Compatibility:
Odoo 17
Welcome to the future of streamlined user management within your organization with the Odoo User Roles Management System.
Key Features
1. Creating Security Roles
Navigate to the Odoo backend and create new security roles by defining a name and setting permissions for various operations (Create, Read, Write, Delete) on different models. Utilize Access Control Lists to specify and fine-tune these permissions.
2. Assigning Security Roles to Users
Assign security roles to users by navigating to the user settings and selecting the desired roles under the `Access Rights` tab. This can be done for both existing users and new users during their creation process
3. Creating Role Templates
Create roles that act as templates for different user types or job functions, encapsulating a specific set of access rights. Assign these template roles to users to ensure consistent and efficient permission management.
4. Using Predefined Roles for Efficiency
Use predefined roles to avoid manual and error-prone assignment of individual access rights. Streamline the onboarding process by quickly assigning appropriate roles to new users, and manage role updates centrally for system-wide consistency.
5. Reviewing and Updating Security Roles
Periodically review and update security roles to ensure they meet evolving business needs. Document each role and its permissions for clarity and training. Conduct regular audits to ensure compliance with organizational policies and regulatory requirements, and to identify and mitigate potential security risks.
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