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Guideline Inside The Roles Tab, Assignor, Assignee, Associate And Auditor Must Be Defined

Follow 5A security model.
  • Last Update:2017-04-07
  • Version:001
  • Language:en

Inside The Roles Tab, Assignor, Assignee, Associate And Auditor Must Be Defined

Inside the Roles Tab, define the Assignor, Assignee and Associate roles and sometimes Auditor according to the use cases,.

Rationale: In ERP5, all documents should follow the 5A Security model in which users are associated with roles in a per-module and/or per-document basis. Most of the times, the user who can create a document will have an "Assignor" role and the user who have to validate that document will have an "Assignee" role. Once all the roles are correctly defined on the portal type, you should do an "Update roles settings" so that all existing documents get the correct local roles.

Good Example:

Bad Example: