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DMS User Role

dms_user_role folder_open OCA/dms open_in_new
Document Management License: AGPL-3

Use of roles (module base_user_role) in DMS access groups.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you attach user roles to DMS access groups so that everyone in a role automatically gets the group's document permissions.

This module connects document access groups in the Documents app with user roles. On the form of a DMS access group you get a new "Roles" tab where you can pick one or more roles.

  • The tab is only visible to users with the ERP manager permission, so ordinary users cannot change it.
  • Inside the tab you see a list of the selected roles with their name and comment.
  • When a role is linked, all active users who belong to that role are automatically counted as members of the access group.
  • The member list and the member count of the group are recalculated automatically whenever the roles change, when users are added to or removed from a role, or when a user is archived or reactivated.

The module extends the existing dms.access.group model and adds a role_ids field. It does not create new menus or reports; the change appears inside the existing access group configuration screen of the Documents app. It depends on the Documents module and on the base user roles module, so roles must already exist before they can be linked.

Models and fields (1)
  • dms.access.group · extends an existing modelrole_ids (Roles)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0
  • Go to Settings / Users & Companies / Roles and create a new one.
  • Go to Documents / Configuration / Access groups and create or edit one.
  • Set in the "Roles" tab the one we have just created.
  • Go back to the role, edit it and add an extra user.
  • The extra user will have been added in the "Users" tab.

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.