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guillaume gallant (guga)auva-odoo
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[ADD] Project: add visibility and collaboration to project management page
task-4946930 closes #14040 Signed-off-by: Xavier Platteau (xpl) <[email protected]>
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content/applications/services/project/project_management.rst

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@@ -62,6 +62,50 @@ Additionally, you can mark the project as :guilabel:`Favorite`, allowing you to
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Further settings are available under the :guilabel:`Settings` tab. Most of them are *only* available
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depending on the activated apps.
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Visibility and collaboration
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----------------------------
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Odoo allows you to set visibility settings for each project, enabling you to make your project
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available to everyone in your organization or restrict access to certain internal or external users.
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To do so, go to the project's :guilabel:`Settings` tab and choose the desired :guilabel:`Visibility`
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option:
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- :guilabel:`Invited internal users (private)`: Only users following the project and users with the
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Project Administrator :doc:`access right </applications/general/users/access_rights>` can
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access the project and its tasks.
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- :guilabel:`All internal users`: All internal users can access the project and all of its tasks.
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- :guilabel:`Invited portal users and all internal users (public)`: All internal users can access
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the project and all of its tasks. When following a project, :doc:`portal users
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</applications/general/users/portal>` only have access to the specific tasks they are following.
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This option is selected by default.
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Inviting external users
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-----------------------
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To invite external users, make sure that :guilabel:`Invited portal users and all internal users
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(public)` is selected, then click :guilabel:`Share Project` at the top of the project’s settings.
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The following options are available:
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- Copy and share the :guilabel:`Public Link` displayed at the top of the pop-up window. Anyone with
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this link can access the project in read mode.
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- Or click :guilabel:`Add a line`, select a :guilabel:`Collaborator`, choose the
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:guilabel:`Access Mode`, and check the box to send an invitation to their email address.
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There are three types of :guilabel:`Access Mode` for collaborators:
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- :guilabel:`Read`: Collaborators can view tasks but cannot edit them.
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- :guilabel:`Edit with limited access`: Collaborators can view and edit the tasks they follow.
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- :guilabel:`Edit`: Collaborators can view and edit all tasks.
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To revoke an invited collaborator's access, click :guilabel:`Share Project` at the top of the
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project’s settings, then click the :icon:`fa-trash-o` :guilabel:`(trash)` icon.
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.. note::
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Internal users without access to the project can still access a task if the URL has been shared
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with them. For projects set as :guilabel:`Invited internal users (private)`, they must also
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be a follower of the task.
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Scheduling activities
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=====================
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