[ADD] Project: New page about visibility and collaboration

task-4946930

Author: guillaume gallant (guga)

content/applications/services/project/project_management.rst

@@ -113,3 +113,4 @@ You can also create your own buttons to access more specific views:
 
    project_management/project_dashboard
    project_management/project_profitability
+   project_management/visibility_collaboration

content/applications/services/project/project_management/visibility_collaboration.rst

@@ -0,0 +1,56 @@
+============================
+Visibility and collaboration
+============================
+
+Odoo allows you to set custom 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.
+
+.. _project/visibility_collaboration/visibility-settings:
+
+Visibility settings
+===================
+
+Open the :guilabel:`Project` app, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis-v)`
+icon on a project’s card, and click on :guilabel:`Settings` in the drop-down menu. Then click on the
+:guilabel:`Settings` tab and choose among the three :guilabel:`Visibility` options:
+
+- :guilabel:`Invited internal users (private)`: When following a project, internal users will have
+  access to all of its tasks without distinction. Otherwise, they will only have access to the
+  specific tasks they are following. A user with the Project app administrator access rights level
+  can still access the project and its tasks, even if they are not listed as followers.
+- :guilabel:`All internal users`: All internal users can access the project and all of its tasks
+  without distinction.
+- :guilabel:`Invited portal users and all internal users (public)`: All internal users can access
+  the project and all of its tasks without distinction. When following a project, portal users only
+  have access to the specific tasks they are following. This option is selected by default.
+
+.. _project/visibility_collaboration/external-users:
+
+Inviting external users
+=======================
+
+When selecting :guilabel:`Invited portal users and all internal users (public)`, a
+:guilabel:`Share Project` button appears on top of the project’s settings page. Click on it to open
+a pop-up window that offers two options to give external users access to the project:
+
+#. Copy and share the :guilabel:`Public Link` displayed on top of the pop-up window. Anyone with
+   this link can access the project in read mode.
+#. Or 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 your collaborators:
+
+   - :guilabel:`Read`: collaborators can view tasks but cannot edit them.
+   - :guilabel:`Edit with limited access`: Collaborators can view and edit tasks they follow in the
+     Kanban view.
+   - :guilabel:`Edit`: Collaborators can view and edit all tasks in the Kanban view and choose which
+     tasks they want to follow.
+
+To revoke an invited collaborator's access, click the :icon:`fa-trash-o` :guilabel:`(fa-trash-o)`
+icon next to their name, and click :guilabel:`Save`: to confirm.
+
+.. note::
+   In any case, an internal user with no project access rights can still access a task, provided
+   that they are given the corresponding URL (and that they are part of the followers if the project
+   is private).