mirror of
https://github.com/odoo/documentation.git
synced 2026-03-27 14:10:23 +07:00
[IMP] phone: update provider order
closes odoo/documentation#16894
X-original-commit: 7c58e1f786
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Signed-off-by: Rex Hu (rexhu) <rexhu@odoo.com>
Co-authored-by: meval1006 <meval@odoo.com>
This commit is contained in:
@@ -16,7 +16,7 @@ rules. Features like call recording and analytics provide insights into call vol
|
||||
times, helping businesses streamline external communication and track team performance.
|
||||
|
||||
.. cards::
|
||||
.. card:: *Phone* widget
|
||||
.. card:: Phone widget
|
||||
:target: voip/voip_widget
|
||||
:large:
|
||||
|
||||
@@ -54,26 +54,31 @@ To make |VOIP| calls in Odoo, first :ref:`install <general/install>` the **Phone
|
||||
Once the app is installed, a :icon:`oi-voip` (:guilabel:`Phone`) icon will appear at the top of the
|
||||
screen. When this icon is clicked, a **Phone** pop-up widget appears on the screen. This is where
|
||||
users can make and receive calls, send emails, edit user and employee info, and manage activities.
|
||||
The pop-up widget stays open when navigating other Odoo apps.
|
||||
screen. Clicking it opens a widget, where users can make and receive calls, send emails, edit user
|
||||
and employee info, and manage activities. The widget stays open when navigating other Odoo apps.
|
||||
|
||||
Assign user permissions
|
||||
-----------------------
|
||||
|
||||
.. note::
|
||||
As of Odoo 19.0, the **Phone** app has three access roles that can be assigned.
|
||||
|
||||
By default, users can receive their own calls, and managers can receive calls for their team
|
||||
members. To grant additional |VOIP| permissions to a user, go to :menuselection:`Settings app -->
|
||||
Users \& Companies --> Users` and search for the user. Open the user's contact card and navigate to
|
||||
the *Access Rights* tab. Go to the *Productivity* section, and in the |VOIP| field select the
|
||||
desired access level.
|
||||
members. To grant additional **Phone** app permissions to a user, go to :menuselection:`Settings app
|
||||
--> Users \& Companies --> Users` and search for the user. Open the user's contact card and navigate
|
||||
to the *Access Rights* tab. Go to the *Productivity* section, and in the |VOIP| field, select the
|
||||
desired access role.
|
||||
|
||||
There are three access roles for |VOIP|:
|
||||
The **Phone** app has three access roles:
|
||||
|
||||
- :guilabel:`No`: cannot access |VOIP| features.
|
||||
- :guilabel:`No`: cannot access **Phone** app features.
|
||||
- :guilabel:`Officer`: can view and report on all calls.
|
||||
- :guilabel:`Administrator`: can view, report, and manage call settings.
|
||||
|
||||
.. important::
|
||||
| Database administrators are not automatically granted administrator rights for |VOIP|.
|
||||
| Make sure to set the correct access level for each |VOIP| user.
|
||||
| Database administrators are not automatically granted administrator rights for the **Phone**
|
||||
app.
|
||||
| Make sure to set the correct access role for each **Phone** app user.
|
||||
|
||||
To modify these roles or add custom roles, see :ref:`Create and modify groups
|
||||
<access-rights/groups>`.
|
||||
@@ -94,13 +99,6 @@ providers in the Odoo database:
|
||||
Learn how to set up Axivox in Odoo. This includes adding users to Axivox, setting up call
|
||||
queues, and more.
|
||||
|
||||
.. card:: OnSIP configuration
|
||||
:target: voip/onsip
|
||||
:large:
|
||||
|
||||
Learn how to set up OnSIP in Odoo. This includes entering OnSIP credentials into Odoo and
|
||||
handling troubleshooting.
|
||||
|
||||
.. card:: DIDWW configuration
|
||||
:target: voip/didww
|
||||
:large:
|
||||
@@ -108,23 +106,31 @@ providers in the Odoo database:
|
||||
Learn how to set up DIDWW in Odoo. This includes entering DIDWW credentials into Odoo and
|
||||
purchasing new numbers.
|
||||
|
||||
.. card:: OnSIP configuration
|
||||
:target: voip/onsip
|
||||
:large:
|
||||
|
||||
Learn how to set up OnSIP in Odoo. This includes entering OnSIP credentials into Odoo and
|
||||
handling troubleshooting.
|
||||
|
||||
Other providers must meet two requirements to connect with Odoo:
|
||||
|
||||
#. The |VOIP| host must provide access to a SIP server via a websocket connection.
|
||||
#. The |VOIP| host must provide access to a SIP server via a WebSocket connection.
|
||||
#. The |VOIP| host must support WebRTC protocol.
|
||||
|
||||
.. important::
|
||||
|
||||
If these requirements are met, it should be possible to add the alternate provider to Odoo.
|
||||
However, Odoo recommends using a verified provider, and cannot guarantee that every alternate
|
||||
provider is compatible with the **Phone** app.
|
||||
However, Odoo recommends using a verified provider and cannot guarantee compatibility with every
|
||||
alternate provider.
|
||||
|
||||
To add credentials for an alternate provider, go to the :menuselection:`Phone app --> Configuration
|
||||
--> Settings`. Click :guilabel:`New` and enter the provider information (like the websocket's URL).
|
||||
Enter the domain created by the alternate provider in the :guilabel:`OnSIP Domain` field.
|
||||
--> Settings`. Click :guilabel:`New`, then enter the provider information (such as the websocket's
|
||||
URL). Enter the domain created by the alternate provider in the :guilabel:`OnSIP Domain` field.
|
||||
|
||||
For issues setting up the |VOIP| service provider in Odoo, follow the :ref:`relevant troubleshooting
|
||||
steps <voip/voip_widget/troubleshooting_voip>`. For any other issues with the |VOIP| service
|
||||
provider, reach out directly to their support team.
|
||||
provider, contact their support team directly.
|
||||
|
||||
VoIP workflows
|
||||
==============
|
||||
@@ -150,9 +156,9 @@ well. Click the cards below to learn about |VOIP| workflows in Odoo:
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
voip/onsip
|
||||
voip/axivox
|
||||
voip/didww
|
||||
voip/onsip
|
||||
voip/voip_widget
|
||||
voip/devices_integrations
|
||||
voip/sales_calls
|
||||
|
||||
Reference in New Issue
Block a user