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Mail Template Operating Unit

mail_template_operating_unit folder_open OCA/operating-unit open_in_new
Base License: LGPL-3

This module introduces the following features:

  • Adds the Operating Unit (OU) to the Email Templates.
  • The user’s default Operating Unit (OU) is proposed at the time of creating the Email Template.
  • Security rules are defined to ensure that users can only see the Email Template of that Operating Units in which they are allowed access to.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Adds an Operating Unit field to email templates so each template can be linked to a specific operating unit, and restricts which templates users can see based on their allowed operating units.

This module extends email templates (mail.template) with an Operating Unit field. When a user creates a new email template, the field is automatically filled with that user's default operating unit, so templates are usually assigned without extra effort.

The Operating Unit field appears on the Email Template form, right after the scheduled date, and also as a column in the Email Templates list. Both are only visible to users who belong to the multi operating unit group, so companies that do not use operating units are not affected.

A global security rule limits visibility of email templates: users can only see templates whose operating unit is empty or belongs to one of the operating units assigned to them. This rule applies to reading only; it does not restrict creating, editing or deleting templates.

The module touches the email template model and its form and list views, and depends on the operating unit and mail modules. No new menus, reports or scheduled actions are added.

Depends on

Models and fields (1)
  • mail.template · extends an existing modeloperating_unit_id (Operating Unit)

Text generated by AI (DeepSeek) from reading the Odoo 14.0 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: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/operating-unit.

terminal Installation and usage

OCA documentation · Odoo 14.0
  • Admin: In Debug Mode, Go to Settings->Technical->Email->Templates
  • User: Create an email message and save as a template.
  • You only see the Email of your operating units.
  • It is assigned to your default operating unit.

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.