📔Assign a Role to a User
This document provides instructions to assign a role to a user in Social Registry module.
Prerequisites
The user must have access to the Social Registry module.
The user must have Administrator role.
Note:
Enable a debug mode, when you assign a role to a user.
Procedure
Click the tab Users & Companies and select Users.
The Users screen is displayed.
Click the User to assign a role in the Users list.
For example, here Demo user is selected to assign a role.
The Demo user screen is displayed
Click the Access Rights tab.
The following list of fields includes descriptions of each that must be filled out to assign a role and provide relevant access to the user.
USER TYPE | |
User types | Select the appropriate user types. The valid values are:
|
ACCOUNTING | |
| Retain the default values. |
WEBSITE | |
Website | Retain the default values. |
ADMINISTRATION | |
Administration | Select the appropriate values. The valid values are:
Note: The Settings option must be chosen from the drop-down only for the Administrator role. |
OTHER | |
| Retain the default values. |
OPENG2P MODULE ACCESS | |
Administrator | Check the box, if the user needs to be assigned as a Administrator role. |
Registrar | Check the box, if the user needs to be assigned as a Registrar role. |
OPENG2P SECURITY MODULE | |
Crypto Admin | When the user installs the Security module, the Crypto Admin option is checked as needed. |
Crypto Dummy | When the user installs the Security module, the Crypto Dummy option is checked as needed. |
OPENG2P DOCUMENTS MODULE | |
Document Admin | When the user installs the Documents module, the Document Admin option is checked as needed. |
Document Write | When the user installs the Documents module, the Document Write option is checked as needed. |
Document Read | When the user installs the Document module, the Document Read option is checked as needed. |
OPENG2P REST API | |
Rest API GET | The Rest API GET option is checked, if the authenticated/authorised user accesses the OpenG2P Rest API as needed. |
Rest API POST | The Rest API POST option is checked, if the authenticated/authorised user accesses the OpenG2P Rest API as needed. |
TECHNICAL | The options listed below this section are out-of-the-box Odoo options. Select the appropriate options from the list as needed. Note: Mostly the options Access to export feature and Mail Template Editor are checked. |
FASTAPI | The options listed below this section are checked only for the authenticated/authorised user who has access to the FAST API as needed. |
EXTRA RIGHTS | The options listed below this section are checked for the user who needs access to extra options. Note: Mostly the option Contact Creation is checked. |
OTHER | The options listed below this section are checked for the user who needs access to other options. Note: Mostly the option Bypass HTML Field Sanitize is checked. |
| Icon | Click to |
|---|---|
| Select the appropriate value. The available values are:
|
| Save the data and exit from the screen. |
| Discard changes and exit from the screen. |
Now that the Administrator has granted access permissions in Settings, the user can utilise the module as intended.
Last updated
