oca-project/odoo-bringout-oca-project-project_role/project_role/readme/CONFIGURE.rst
Ernad Husremovic 6094c218b2 Move 124 sale modules to oca-sale, create oca-project with 56 project modules from oca-workflow-process
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2025-08-30 18:04:10 +02:00

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To configure the list of roles avalable:
#. Go to *Project > Configuration > Project Roles*
#. Add/remove roles according to your business processes
To manage assignments on particular project:
#. Go to *Project > Projects*
#. Open project of interest
#. Click on *Assignments* smart-button
#. Add/remove assignments as needed
To manage assignments:
#. Go to *Project > Assignments*
#. Add/remove assignments as needed
Also, it's recommended to consider using ``web_m2x_options`` module in order to
avoid unneeded creation of roles and projects using Quick Create action by
setting the ``web_m2x_options.create`` system parameter to ``False``.