diff --git a/content/applications/productivity/voip.rst b/content/applications/productivity/voip.rst index ac7e04cad9..301d29759c 100644 --- a/content/applications/productivity/voip.rst +++ b/content/applications/productivity/voip.rst @@ -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 ` 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 `. @@ -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 `. 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