[IMP] Discuss Team Communication edits

closes odoo/documentation#5639

X-original-commit: b6a3be322c
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
tiku-odoo 2023-08-15 19:47:37 +00:00 committed by Zachary Straub (ZST)
parent 05349c6a0b
commit 4e394b77fb
15 changed files with 60 additions and 73 deletions

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@ -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.

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@ -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 discusss 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 channels 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 channels 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 groups 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 channels 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 <get_started>`.
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 channels 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. The
:guilabel:`Search...` function accepts wildcards by using the underscore character [ `_` ], and
specific searches can be saved by using the :menuselection:`Favorites --> Save Current Search`
drop-down menu.
.. image:: team_communication/filter.png
:align: center

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