[IMP] Discuss Team Communication edits
closes odoo/documentation#5639
X-original-commit: b6a3be322c
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
@ -77,3 +77,7 @@ servers.
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.. image:: ice_servers/ice-servers-page.png
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:align: center
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:alt: The "ICE servers" page in Odoo.
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.. note::
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For on-premise instances of Odoo, the package `python3-gevent` is necessary for the Discuss
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module to run calls/video calls on Ubuntu (Linux) servers.
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@ -1,21 +1,26 @@
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======================================
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Efficiently Communicate Using Channels
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======================================
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===================================
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Use channels for team communication
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===================================
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You can use channels to organize discussions between individual teams, departments, projects, or any
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other group that requires regular communication. This way, you keep everyone in the loop updated
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with the latest developments.
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Use channels in the Odoo *Discuss* app to organize discussions between individual teams,
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departments, projects, or any other group that requires regular communication. With channels,
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employees can communicate inside dedicated spaces within the Odoo database around specific topics,
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updates, and latest developments having to do with the organization.
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Public and Private channels
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Public and private channels
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===========================
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A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited
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to it.
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to it. To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the
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:guilabel:`➕ (plus)` icon next to the :guilabel:`Channels` heading in the left-side menu. After
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typing the name of the channel, two selectable options will appear: The first is a channel with a
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hashtag (`#`) to indicate that it is a public channel; the second option is a channel with a lock
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icon (`🔒`) next to it, to indicate that it is a private channel. Select the channel type that best
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fits the communication needs.
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.. image:: team_communication/create_channel.png
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.. image:: team_communication/public-private-channel.png
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:align: center
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:height: 370
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:alt: View of discuss’s sidebar and a channel being created in Odo Discuss
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:alt: View of discuss's sidebar and a channel being created in Odoo Discuss.
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.. tip::
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A public channel is best used when many employees need to access information (such as company
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@ -25,87 +30,65 @@ to it.
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Configuration options
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---------------------
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You can configure a channel’s name, description, email alias, and privacy by clicking on the
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*Channel Settings* icon on the sidebar.
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The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can
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be modified by clicking on the channel's settings, represented by a :guilabel:`⚙️ (gear)` icon in
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the left sidebar menu, next to the channel's name.
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.. image:: team_communication/channel_settings.png
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.. image:: team_communication/channel-settings.png
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:align: center
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:alt: View of a channel’s settings form in Odoo Discuss
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:alt: View of a channel's settings form in Odoo Discuss.
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Privacy and Members
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~~~~~~~~~~~~~~~~~~~
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Privacy and Members tabs
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~~~~~~~~~~~~~~~~~~~~~~~~
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| Changing *Who can follow the group’s activities?* allows you to control which groups can have
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access to the channel. Note that allowing *Everyone* to follow a private channel lets other users
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view and join it, as they would a public one.
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| If you choose *Invited people only*, go to the *Members* tab to add your members, or, go to
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Discuss’ main page, select the channel and click on *Invite*.
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.. image:: team_communication/invite_channel.png
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:align: center
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:height: 380
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:alt: View of Discuss’ sidebar emphasizing the option to invite members in Odoo Discuss
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For *Selected group of users*, the option *Auto Subscribe Groups* automatically add its members
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as followers. In other words, while *Authorized Groups* limits which users can access the channel,
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*Auto Subscribe Groups* automatically adds the user as a member as long as they are part of the
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group.
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Use a channel as a mailing list
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-------------------------------
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| Choosing to *Send messages by email* configures the channel to behave as a mailing list.
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| Enabling this option allows you to *Moderate this channel*, meaning that messages will need to be
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approved before being sent.
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.. image:: team_communication/pending_moderation.png
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:align: center
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:alt: View of a message with a pending moderation status in Odoo Discuss
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| Under the *Moderation* tab choose as many moderators as you need, and if you would like them to
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receive an *Automatic notification*.
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| Mark *Send guidelines to new subscribers* to automatically send instructions to newcomers.
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.. image:: team_communication/moderation_settings.png
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:align: center
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:alt: View of a channel’s settings form emphasizing the tab moderation in Odoo Discuss
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Moderators can: *Accept*, *Reject*, *Discard*, *Always Allow* or *Ban* messages.
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.. image:: team_communication/moderate_messages.png
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:align: center
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:alt: View of a message to be moderated in Odoo Discuss
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Changing :guilabel:`Who can follow the group's activities?` controls which groups can have access to
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the channel.
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.. note::
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Members of a mailing channel receive messages through email regardless of their
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:doc:`notification preference <get_started>`.
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Allowing :guilabel:`Everyone` to follow a private channel lets other users view and join it, as
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they would a public one.
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Once a channel is moderated, the menu *Ban List* allows you to add email addresses per moderated
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channel to auto-ban them from sending messages.
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When choosing :guilabel:`Invited people only`, specify in the :guilabel:`Members` tab which members
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should be invited. Inviting members can also be done from the *Discuss* app's main dashboard, by
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selecting the channel, clicking the *add user* icon in the top-right corner of the dashboard, and
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finally clicking :guilabel:`Invite to Channel` once all the users have been added.
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.. image:: team_communication/ban_list.png
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.. image:: team_communication/invite-channel.png
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:align: center
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:alt: View of a channel’s setting form emphasizing the ban Lists menu in Odoo Discuss
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:alt: View of Discuss' option to invite members in Odoo Discuss.
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When the :guilabel:`Selected group of users` option is selected, it reveals the ability to add an
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:guilabel:`Authorized Group`, along with the options to :guilabel:`Auto Subscribe Groups` and
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:guilabel:`Auto Subscribe Departments`.
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The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user
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group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can
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access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as
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they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`.
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Quick search bar
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================
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Once at least 20 channels, direct message and live chat conversations (if the module is installed
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on your database) are pinned in the sidebar, a *Quick search…* bar is displayed. It is a clever
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way to filter conversations and quickly find the one you need.
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Once at least 20 channels, direct messages, or live chat conversations (if *Live Chat* module is
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installed on the database) are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed.
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This feature is a convenient way to filter conversations and quickly find relevant communications.
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.. image:: team_communication/quick_search.png
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.. image:: team_communication/quick-search.png
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:align: center
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:height: 430
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:alt: View of the Discuss’ sidebar emphasizing the quick search bar in Odoo Discuss
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:alt: View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss.
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Finding channels
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----------------
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| Click on *Channels* (on the sidebar), browse through the list of public channels, and join or
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leave them from a single screen.
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| Apply filters criteria and save it for later use. The search function accepts wildcards by using
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the underscore character *(_)* to represent a single character.
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Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left sidebar, to the right of the
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:guilabel:`CHANNELS` collapsible menu item. Doing so will lead to a mosaic view containing all the
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public channels available. Users can join or leave channels on this screen by clicking the
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:guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel boxes.
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There is also the ability to apply filtering criteria and save them for later use. The
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:guilabel:`Search...` function accepts wildcards by using the underscore character [ `_` ], and
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specific searches can be saved by using the :menuselection:`Favorites --> Save Current Search`
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drop-down menu.
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.. image:: team_communication/filter.png
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:align: center
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