[IMP] Discuss: channels for team communication

closes #14356

X-original-commit: e060ac1
Signed-off-by: Jessica Rogers (jero) <[email protected]>
Co-authored-by: Felicia Kuan <[email protected]>

Author: jero-odoo

content/applications/productivity/discuss/team_communication.rst

@@ -2,112 +2,98 @@
 Use channels for team communication
 ===================================
 
-Use channels in the Odoo *Discuss* app to organize discussions between individual teams,
+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
-===========================
+Create a new channel
+====================
 
-A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited
-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.
+To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the
+:icon:`fa-plus` :guilabel:`(plus)` icon next to the :guilabel:`Channels` heading in the left-side
+menu.
 
-.. image:: team_communication/public-private-channel.png
-   :align: center
+.. image:: team_communication/create-new-channel.png
    :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
-   announcements), whereas a private channel could be used whenever information should be limited
-   to specific groups (such as a specific department).
+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 :icon:`fa-cog`
+:guilabel:`(gear)` icon in the left sidebar menu, next to the channel's name.
 
-Configuration options
----------------------
+Privacy tab
+-----------
 
-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.
+To control which users can join a channel, open the channel's setting page and navigate to the
+:guilabel:`Privacy` tab.
 
 .. image:: team_communication/channel-settings.png
-   :align: center
    :alt: View of a channel's settings form in Odoo Discuss.
 
-Privacy and Members tabs
-~~~~~~~~~~~~~~~~~~~~~~~~
+To limit access of the channel to a specific group, select an option from the :guilabel:`Authorized
+Group` drop-down menu.
 
-Changing :guilabel:`Who can follow the group's activities?` controls which groups can have access to
-the channel.
+To automatically add members of a group as followers of the channel, click the :guilabel:`Auto
+Subscribe Groups` field, and select one or more groups from the list.
 
 .. note::
-   Allowing :guilabel:`Everyone` to follow a private channel lets other users view and join it, as
-   they would a public one.
-
-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/invite-channel.png
-   :align: center
-   :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`.
+   Users who are automatically added as followers can manually edit their subscription to the
+   channel, if necessary.
 
 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`.
 
+Invite members to a channel
+---------------------------
+
+To invite members to a channel, click on the :guilabel:`Members` tab. Click :guilabel:`Add a line`,
+then select either a :guilabel:`Partner` or :guilabel:`Guest` from the drop-down menu.
+
+Inviting members can also be done from the **Discuss** app's main dashboard, by selecting the
+channel, clicking the :icon:`fa-user-plus` :guilabel:`(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/invite-channel.png
+   :alt: View of Discuss' option to invite members in Odoo Discuss.
+
 Quick search bar
 ================
 
-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.
+Once at least 20 channels, direct messages, or live chat conversations are pinned in the sidebar, a
+:guilabel:`Quick search…` bar is displayed. This feature is a convenient way to filter conversations
+and find relevant communications.
 
 .. image:: team_communication/quick-search.png
-   :align: center
    :alt: View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss.
 
 Finding channels
 ----------------
 
-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.
+To view all available channels, click on the :icon:`fa-cog` :guilabel:`(gear)` icon to the right of
+the :guilabel:`CHANNELS` menu. 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
-   :alt: View of a channel being searched through filters in Odoo Discuss
-
 Linking channel in chatter
 ==========================
 
-Channels can be linked in the chatter (log note) of a record in Odoo. To do so, simply type: `#` and
-the channel name. Click or press enter on the *channel* name. Upon logging the note a link to the
-channel will appear. After clicking on the link a chat window with the channel conversation will
-pop up in the lower right corner of the screen.
+Channels can be linked in the *chatter* of a record to share relvant discussions. To do so, type:
+`#` and the channel name. Click or press enter on the *Channel* name. Upon logging the note a link
+to the channel appears. After clicking on the link a chat window with the channel conversation pops
+up in the lower right corner of the screen.
 
-Users are able to contribute to this group channel (either public or member based) by typing
-messages in window and pressing *enter*.
+Users are able to contribute to this group channel by typing messages in window and pressing
+*enter*.
 
 .. image:: team_communication/chatter-channel.png
-   :align: center
-   :alt: Channel linked in chatter with the channel open on the lower right quadrant.
+   :alt: Channel linked in chatter.
 
 .. seealso::
    - :doc:`../discuss`