User Template Access Assignment - Bulk Group Copy
by Odoo DevHouse https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse$ 50.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 261 |
| Technical Name |
user_template_access |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 261 |
| Technical Name |
user_template_access |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse |
| Versions | 18.0 19.0 |
User Template Access Assignment
Quickly copy access rights and security groups from a template user to one or multiple target users. Perfect for onboarding new employees, standardizing role permissions, or bulk-updating user access rights without manual group-by-group assignment.
- One-Click Template Assignment: Copy all groups from a template user to any target user instantly
- Bulk User Support: Assign template access to multiple users simultaneously from the list view
- Smart Group Union: Non-destructive merge - existing user groups are preserved, only new groups are added
- Groups Preview Table: See exactly which groups will be assigned before applying
- Audit Trail: Automatic chatter message on user's partner record documenting what was added
- Self-Assignment Protection: Prevents users from assigning templates to their own account
- Category-Based Group Display: Groups organized by category in the preview table for easy reading
- Smart Wizard: Automatically excludes target users from the template selection dropdown
1. Access from User Form - Action Menu
Open any user form -> Click "Action" -> Select "Assign Template Access"
2. Wizard with Groups Preview
Select a template user - the wizard displays a preview of all groups that will be assigned.
3. Apply Template - Success Notification
Click "Apply Template" - groups are merged and success notification appears.
4. Audit Trail on User's Chatter
A detailed message is posted on the user's partner record documenting exactly what was added.
Installation & Configuration
- Install the Module: Install through Odoo Apps or manually copy to addons path
- Dependencies: Requires
baseandmailmodules - Restart Server & Update: Restart Odoo and update the app list
- No Additional Configuration: Module works out of the box after installation
- Access Rights: Users need "Settings" or "Access Rights" permissions to use this feature
- Template User Setup: Create a template user with the desired group configuration
Step 1: Create a Template User
First, create a user that will serve as your access rights template. Navigate to Settings -> Users & Companies -> Users and click "New".
- Name the user appropriately (e.g., "Template - Sales Manager", "Template - Accountant")
- Assign all the security groups and access rights you want to copy to others
- Set the user as inactive (optional) - template users don't need to log in
Step 2: Assign Template to a Single User (Form View)
Open the target user's form. Click the "Action" button in the top-left corner and select "Assign Template Access".
- The wizard opens with the target user pre-filled
- Select a Template User from the dropdown
- Review the Groups Preview table to see what will be assigned
- Click "Apply Template" to assign the groups
Step 3: Assign Template to Multiple Users (List View)
To assign template access to multiple users at once:
- Go to Settings -> Users & Companies -> Users
- Select multiple target users using the checkboxes
- Click "Action" -> "Assign Template Access"
- Select a template user and click "Apply Template"
Step 4: Understand Group Merging (Non-Destructive)
The module uses a union approach - not a replacement:
- Groups already present on the target user are preserved
- New groups from the template are added
- No groups are removed - this is a non-destructive operation
For example, if the target user is already in "Sales" group and the template has "Sales" + "Inventory" groups, the target user will end up with both.
Step 5: Review Audit Trail
After applying a template, open the target user's form and go to the "Chatter" section. You will see an automated message documenting:
- Which template user was used
- Who applied the template
- Which groups were added (with names)
- Which groups were already present
Pro Tip - Maintain Template Users
Create dedicated template users for each role in your organization: "Template - Sales", "Template - Accountant", "Template - Warehouse Manager". Keep these users inactive (uncheck "Active") so they don't appear in login lists. When access rights evolve, update only the template user - then re-apply to all users in that role using the bulk assignment feature.
Security Note
Users cannot assign a template to their own account - this prevents accidental self-modification of access rights. Only users with "Settings" or "Access Rights" permissions can use this feature. All assignments are audited via the chatter.
Employee Onboarding
New hires get consistent access rights instantly - assign template from role model user.
Role Standardization
Ensure all users with the same job title have identical access rights - no drift.
Bulk Permission Updates
Update multiple users' permissions at once when security requirements change.
Temporary Role Assignment
Quickly grant a set of permissions to a user for a temporary project or coverage.
Audit Compliance
Full audit trail of who assigned what groups to whom - essential for compliance.
System Migration
Copy access rights from existing users to new users during system upgrades or mergers.
Time Savings
Eliminate manual group-by-group assignment - assign entire role permissions in seconds.
Consistent Access Rights
Eliminate configuration drift - all users with same role have identical permissions.
Reduced Human Error
No more missed groups or incorrect assignments - template ensures perfect copy every time.
Audit Compliance
Complete audit trail of all access right assignments - who gave what to whom and when.
Do You Need Assistance or Have a Feature Request?
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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