c71d623ef4
- monitoring.rst + mentions.rst = get_started.rst; - mail_twitter.rst = deleted (functionality does not exist since V12) - tracking.rst = project/tasks/collaborate.rst
116 lines
4.4 KiB
ReStructuredText
116 lines
4.4 KiB
ReStructuredText
======================================
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Efficiently Communicate Using Channels
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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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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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.. image:: media/create_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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.. 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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announcements), whereas a private channel could be used whenever information should be limited
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to specific groups (such as a specific department).
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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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.. image:: media/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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Privacy and Members
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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:: media/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:: media/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:: media/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:: media/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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.. 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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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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.. image:: media/ban_list.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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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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.. image:: media/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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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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.. image:: media/filter.png
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:align: center
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:alt: View of a channel being searched through filters in Odoo Discuss
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.. seealso::
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- :doc:`get_started`
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- :doc:`plan_activities` |