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Use channels for team communication

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Odoo Discuss channels give teams, departments or projects a dedicated space to communicate, instead of relying on long email threads. This guide covers creating channels, managing privacy and members, and finding channels once you have several.

How to create a channel

  1. Open the Discuss app.
  2. Next to the Channels heading in the sidebar, click the plus icon.
  3. Give the channel a name, description and privacy setting.

To change these later, click the gear icon next to the channel’s name.

How to set channel privacy

  1. Open the channel’s settings and go to the Privacy tab.
  2. Choose who can join from the Authorised Group drop-down.
  3. Use Auto Subscribe Groups to add members of a chosen group automatically; they can still leave the channel afterwards.

How to invite members to a channel

  1. In the channel’s settings, open the Members tab.
  2. Click Add a line and choose a Partner or Guest.

You can also open the channel from the Discuss dashboard, click the add user icon in the top right, and select Invite to Channel.

Finding channels with the quick search bar

Once 20 or more channels, direct messages or chats are pinned in the sidebar, a Quick search bar appears to help filter conversations quickly.

How to find and manage channels

  1. Click the gear icon next to the Channels heading in the sidebar.
  2. Join or leave channels from the list. Searches can use an underscore as a wildcard and be saved under Favourites > Save Current Search.

How to link a channel in Chatter

In any record’s chatter, type a hash symbol followed by the channel name, select it from the dropdown, then post the note. A clickable link to the channel appears, opening the channel’s chat window in the bottom right corner.

Frequently asked questions

What is the difference between Authorised Group and Auto Subscribe Groups?

Authorised Group controls who is allowed to join a channel, while Auto Subscribe Groups automatically adds members of a chosen group as followers, though they can still leave if they wish.

Can I link a channel from inside a Sales Order or a task?

Yes. Type a hash followed by the channel name in the record’s chatter, select it from the dropdown, and a clickable link to the channel is added to the note.

Need help?

Need help organising channels for your team in Odoo Discuss? Contact support@thoughtlogik.com or see our Odoo implementation services.

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