From b0703f82be55fbe9a07dbe8413e75e50ee3124da Mon Sep 17 00:00:00 2001 From: "guillaume gallant (guga)" <“guga@odoo.com”~> Date: Tue, 15 Jul 2025 14:24:26 +0000 Subject: [PATCH] [ADD] Project: add visibility and collaboration to project management page task-4946930 X-original-commit: 5bf999c002137e717a5fc16c1348e2d0b2f97740 --- .../services/project/project_management.rst | 44 +++++++++++++++++++ 1 file changed, 44 insertions(+) diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index 2d74a8bf52..3b16e323b1 100644 --- a/content/applications/services/project/project_management.rst +++ b/content/applications/services/project/project_management.rst @@ -62,6 +62,50 @@ Additionally, you can mark the project as :guilabel:`Favorite`, allowing you to Further settings are available under the :guilabel:`Settings` tab. Most of them are *only* available depending on the activated apps. +Visibility and collaboration +---------------------------- + +Odoo allows you to set visibility settings for each project, enabling you to make your project +available to everyone in your organization or restrict access to certain internal or external users. + +To do so, go to the project's :guilabel:`Settings` tab and choose the desired :guilabel:`Visibility` +option: + +- :guilabel:`Invited internal users (private)`: Only users following the project and users with the + Project Administrator :doc:`access right ` can + access the project and its tasks. +- :guilabel:`All internal users`: All internal users can access the project and all of its tasks. +- :guilabel:`Invited portal users and all internal users (public)`: All internal users can access + the project and all of its tasks. When following a project, :doc:`portal users + ` only have access to the specific tasks they are following. + This option is selected by default. + +Inviting external users +----------------------- + +To invite external users, make sure that :guilabel:`Invited portal users and all internal users +(public)` is selected, then click :guilabel:`Share Project` at the top of the project’s settings. +The following options are available: + +- Copy and share the :guilabel:`Public Link` displayed at the top of the pop-up window. Anyone with + this link can access the project in read mode. +- Or click :guilabel:`Add a line`, select a :guilabel:`Collaborator`, choose the + :guilabel:`Access Mode`, and check the box to send an invitation to their email address. + + There are three types of :guilabel:`Access Mode` for collaborators: + + - :guilabel:`Read`: Collaborators can view tasks but cannot edit them. + - :guilabel:`Edit with limited access`: Collaborators can view and edit the tasks they follow. + - :guilabel:`Edit`: Collaborators can view and edit all tasks. + +To revoke an invited collaborator's access, click :guilabel:`Share Project` at the top of the +project’s settings, then click the :icon:`fa-trash-o` :guilabel:`(trash)` icon. + +.. note:: + Internal users without access to the project can still access a task if the URL has been shared + with them. For projects set as :guilabel:`Invited internal users (private)`, they must also + be a follower of the task. + Scheduling activities =====================