partner-contact/partner_deduplicate_acl/README.rst
2024-10-01 07:51:46 +02:00

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Deduplicate Contacts ACL
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This module extends the functionality of the CRM contact deduplicator to
add permission groups that allow the matching users to use those tools,
not needing to be the sale settings manager.
**Table of contents**
.. contents::
:local:
Configuration
=============
To configure this module you need to:
1. Go to *Settings > Users & Companies > Users*.
2. Choose a user.
3. From field *Deduplicate Contacts* under *Other* in *Access Rights*
tab choose desired permission level:
- *Manually* allows to run a manual deduplication process.
- *Automatically* allows to run an automatic deduplication process.
.. warning::
Automatic contact deduplication can easily lead to unwanted
results. Better backup before choosing this option.
- *Without restrictions* executes chosen deduplication method with
admin rights, to be able to update objects where the user would
not normally have write rights, and to allow them to merge
contacts with different email addresses.
.. warning::
This is an advanced feature. Make sure to train the user(s)
before enabling this permission.
Usage
=====
To use this module, you need to:
1. Ask your admin to give you the new rights.
2. Go to *Contacts > Tools > Deduplicate Contacts* as usual.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/partner-contact/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_deduplicate_acl%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
-------
* Tecnativa
Contributors
------------
- `Tecnativa <https://www.tecnativa.com>`__:
- Rafael Blasco
- Jairo Llopis
- Vicent Cubells
- Pedro M. Baeza
- Luis M. Ontalba
- Victor M.M. Torres
- Carlos Roca
- João Marques
- César A. Sánchez
- Kevin Khao <kevin.khao@gmail.com>
- `Pesol <https://www.pesol.es>`__:
- Jonathan Oscategui Taza <info@pesol.es>
- `Binhex <https://binhex.cloud/>`__:
- Deriman Alonso
Maintainers
-----------
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
This module is part of the `OCA/partner-contact <https://github.com/OCA/partner-contact/tree/17.0/partner_deduplicate_acl>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.