diff --git a/content/applications/productivity/discuss/advanced/ice_servers.rst b/content/applications/productivity/discuss/advanced/ice_servers.rst index fee0f51f7..7846d4990 100644 --- a/content/applications/productivity/discuss/advanced/ice_servers.rst +++ b/content/applications/productivity/discuss/advanced/ice_servers.rst @@ -77,3 +77,7 @@ servers. .. image:: ice_servers/ice-servers-page.png :align: center :alt: The "ICE servers" page in Odoo. + +.. note:: + For on-premise instances of Odoo, the package `python3-gevent` is necessary for the Discuss + module to run calls/video calls on Ubuntu (Linux) servers. diff --git a/content/applications/productivity/discuss/overview/team_communication.rst b/content/applications/productivity/discuss/overview/team_communication.rst index 2cdfefee2..568bd733b 100644 --- a/content/applications/productivity/discuss/overview/team_communication.rst +++ b/content/applications/productivity/discuss/overview/team_communication.rst @@ -1,21 +1,26 @@ -====================================== -Efficiently Communicate Using Channels -====================================== +=================================== +Use channels for team communication +=================================== -You can use channels to organize discussions between individual teams, departments, projects, or any -other group that requires regular communication. This way, you keep everyone in the loop updated -with the latest developments. +Use channels in the Odoo *Discuss* app to organize discussions between individual teams, +departments, projects, or any other group that requires regular communication. With channels, +employees can communicate inside dedicated spaces within the Odoo database around specific topics, +updates, and latest developments having to do with the organization. -Public and Private channels +Public and private channels =========================== A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited -to it. +to it. To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the +:guilabel:`➕ (plus)` icon next to the :guilabel:`Channels` heading in the left-side menu. After +typing the name of the channel, two selectable options will appear: The first is a channel with a +hashtag (`#`) to indicate that it is a public channel; the second option is a channel with a lock +icon (`🔒`) next to it, to indicate that it is a private channel. Select the channel type that best +fits the communication needs. -.. image:: team_communication/create_channel.png +.. image:: team_communication/public-private-channel.png :align: center - :height: 370 - :alt: View of discuss’s sidebar and a channel being created in Odo Discuss + :alt: View of discuss's sidebar and a channel being created in Odoo Discuss. .. tip:: A public channel is best used when many employees need to access information (such as company @@ -25,87 +30,65 @@ to it. Configuration options --------------------- -You can configure a channel’s name, description, email alias, and privacy by clicking on the -*Channel Settings* icon on the sidebar. +The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can +be modified by clicking on the channel's settings, represented by a :guilabel:`⚙️ (gear)` icon in +the left sidebar menu, next to the channel's name. -.. image:: team_communication/channel_settings.png +.. image:: team_communication/channel-settings.png :align: center - :alt: View of a channel’s settings form in Odoo Discuss + :alt: View of a channel's settings form in Odoo Discuss. -Privacy and Members -~~~~~~~~~~~~~~~~~~~ +Privacy and Members tabs +~~~~~~~~~~~~~~~~~~~~~~~~ -| Changing *Who can follow the group’s activities?* allows you to control which groups can have - access to the channel. Note that allowing *Everyone* to follow a private channel lets other users - view and join it, as they would a public one. -| If you choose *Invited people only*, go to the *Members* tab to add your members, or, go to - Discuss’ main page, select the channel and click on *Invite*. - -.. image:: team_communication/invite_channel.png - :align: center - :height: 380 - :alt: View of Discuss’ sidebar emphasizing the option to invite members in Odoo Discuss - -For *Selected group of users*, the option *Auto Subscribe Groups* automatically add its members -as followers. In other words, while *Authorized Groups* limits which users can access the channel, -*Auto Subscribe Groups* automatically adds the user as a member as long as they are part of the -group. - -Use a channel as a mailing list -------------------------------- - -| Choosing to *Send messages by email* configures the channel to behave as a mailing list. -| Enabling this option allows you to *Moderate this channel*, meaning that messages will need to be - approved before being sent. - -.. image:: team_communication/pending_moderation.png - :align: center - :alt: View of a message with a pending moderation status in Odoo Discuss - -| Under the *Moderation* tab choose as many moderators as you need, and if you would like them to - receive an *Automatic notification*. -| Mark *Send guidelines to new subscribers* to automatically send instructions to newcomers. - -.. image:: team_communication/moderation_settings.png - :align: center - :alt: View of a channel’s settings form emphasizing the tab moderation in Odoo Discuss - -Moderators can: *Accept*, *Reject*, *Discard*, *Always Allow* or *Ban* messages. - -.. image:: team_communication/moderate_messages.png - :align: center - :alt: View of a message to be moderated in Odoo Discuss +Changing :guilabel:`Who can follow the group's activities?` controls which groups can have access to +the channel. .. note:: - Members of a mailing channel receive messages through email regardless of their - :doc:`notification preference `. + Allowing :guilabel:`Everyone` to follow a private channel lets other users view and join it, as + they would a public one. -Once a channel is moderated, the menu *Ban List* allows you to add email addresses per moderated -channel to auto-ban them from sending messages. +When choosing :guilabel:`Invited people only`, specify in the :guilabel:`Members` tab which members +should be invited. Inviting members can also be done from the *Discuss* app's main dashboard, by +selecting the channel, clicking the *add user* icon in the top-right corner of the dashboard, and +finally clicking :guilabel:`Invite to Channel` once all the users have been added. -.. image:: team_communication/ban_list.png +.. image:: team_communication/invite-channel.png :align: center - :alt: View of a channel’s setting form emphasizing the ban Lists menu in Odoo Discuss + :alt: View of Discuss' option to invite members in Odoo Discuss. + +When the :guilabel:`Selected group of users` option is selected, it reveals the ability to add an +:guilabel:`Authorized Group`, along with the options to :guilabel:`Auto Subscribe Groups` and +:guilabel:`Auto Subscribe Departments`. + +The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user +group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can +access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as +they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`. Quick search bar ================ -Once at least 20 channels, direct message and live chat conversations (if the module is installed -on your database) are pinned in the sidebar, a *Quick search…* bar is displayed. It is a clever -way to filter conversations and quickly find the one you need. +Once at least 20 channels, direct messages, or live chat conversations (if *Live Chat* module is +installed on the database) are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed. +This feature is a convenient way to filter conversations and quickly find relevant communications. -.. image:: team_communication/quick_search.png +.. image:: team_communication/quick-search.png :align: center - :height: 430 - :alt: View of the Discuss’ sidebar emphasizing the quick search bar in Odoo Discuss + :alt: View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss. Finding channels ---------------- -| Click on *Channels* (on the sidebar), browse through the list of public channels, and join or - leave them from a single screen. -| Apply filters criteria and save it for later use. The search function accepts wildcards by using - the underscore character *(_)* to represent a single character. +Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left sidebar, to the right of the +:guilabel:`CHANNELS` collapsible menu item. Doing so will lead to a mosaic view containing all the +public channels available. Users can join or leave channels on this screen by clicking the +:guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel boxes. + +There is also the ability to apply filtering criteria and save them for later use. 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