From 21cff7a727e2a4bca1e08772c8290b4f8543d2b9 Mon Sep 17 00:00:00 2001 From: roshboi Date: Sun, 12 Jul 2026 14:13:23 +0800 Subject: [PATCH] docs: update rate limit doc for organisation limit for self hosters (#3089) --- .../docs/developers/api/rate-limits.mdx | 1 + .../configuration/environment.mdx | 1 + .../docs/self-hosting/configuration/index.mdx | 5 + .../docs/self-hosting/configuration/meta.json | 1 + .../configuration/organisation-limits.mdx | 111 ++++++++++++++++++ 5 files changed, 119 insertions(+) create mode 100644 apps/docs/content/docs/self-hosting/configuration/organisation-limits.mdx diff --git a/apps/docs/content/docs/developers/api/rate-limits.mdx b/apps/docs/content/docs/developers/api/rate-limits.mdx index ecd50558e..d2e31b1d4 100644 --- a/apps/docs/content/docs/developers/api/rate-limits.mdx +++ b/apps/docs/content/docs/developers/api/rate-limits.mdx @@ -65,3 +65,4 @@ When you exceed a resource limit: - [Authentication](/docs/developers/getting-started/authentication) - API authentication guide - [API Versioning](/docs/developers/api/versioning) - API version management - [First API Call](/docs/developers/getting-started/first-api-call) - Getting started with the API +- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Admins: set per-organisation resource quotas and rate limits (the HTTP rate limit above is separate and not admin-settable) diff --git a/apps/docs/content/docs/self-hosting/configuration/environment.mdx b/apps/docs/content/docs/self-hosting/configuration/environment.mdx index e90e1b099..bc4acd1a6 100644 --- a/apps/docs/content/docs/self-hosting/configuration/environment.mdx +++ b/apps/docs/content/docs/self-hosting/configuration/environment.mdx @@ -510,4 +510,5 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password" - [Email Configuration](/docs/self-hosting/configuration/email) - Configure email delivery - [Storage Configuration](/docs/self-hosting/configuration/storage) - Set up S3 storage - [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) - Configure document signing +- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Set per-organisation document, email, and API limits from the admin panel - [Troubleshooting](/docs/self-hosting/maintenance/troubleshooting) - Common configuration issues diff --git a/apps/docs/content/docs/self-hosting/configuration/index.mdx b/apps/docs/content/docs/self-hosting/configuration/index.mdx index 0e80e0efc..de5830a4d 100644 --- a/apps/docs/content/docs/self-hosting/configuration/index.mdx +++ b/apps/docs/content/docs/self-hosting/configuration/index.mdx @@ -29,6 +29,11 @@ description: Configure your self-hosted Documenso instance with environment vari description="Digital signature certificate setup." href="/docs/self-hosting/configuration/signing-certificate" /> + ## Required Configuration diff --git a/apps/docs/content/docs/self-hosting/configuration/meta.json b/apps/docs/content/docs/self-hosting/configuration/meta.json index f38183703..6cc250f64 100644 --- a/apps/docs/content/docs/self-hosting/configuration/meta.json +++ b/apps/docs/content/docs/self-hosting/configuration/meta.json @@ -9,6 +9,7 @@ "background-jobs", "signing-certificate", "telemetry", + "organisation-limits", "advanced" ] } diff --git a/apps/docs/content/docs/self-hosting/configuration/organisation-limits.mdx b/apps/docs/content/docs/self-hosting/configuration/organisation-limits.mdx new file mode 100644 index 000000000..2459812ce --- /dev/null +++ b/apps/docs/content/docs/self-hosting/configuration/organisation-limits.mdx @@ -0,0 +1,111 @@ +--- +title: Organisation Limits +description: View and set per-organisation document, email, and API limits on a self-hosted Documenso instance using the admin panel's subscription claims. +--- + +import { Callout } from 'fumadocs-ui/components/callout'; + +Per-organisation limits — document, email, and API usage, plus feature toggles and team/member caps — are controlled by **subscription claims**. You configure them in the admin panel, not through environment variables. + +There are three distinct kinds of limit: + +| Limit | Caps | Admin-settable | +| ---------------------- | ------------------------------------------------- | ----------------------- | +| Resource quota | Documents, emails, and API requests **per month** | Yes — per claim and org | +| Resource rate limit | The same resources over a short window (e.g. `1h`) | Yes — per claim and org | +| Global HTTP rate limit | API requests per IP (100/min, hardcoded) | No — see [Limitations](#limitations) | + +## Prerequisites + +- A running self-hosted Documenso instance. +- An account with the **`ADMIN`** role — an account-level role, separate from organisation and team roles. New accounts are created with the `USER` role only. Grant the first admin by adding `ADMIN` to that user's `roles` directly in the database; after that, an existing admin can grant the role to others under **Admin Panel > Users > _(user)_ > Roles > Update user**. + +Open the admin panel at `/admin`. The sidebar sections used below are **Claims**, **Organisations**, and **Organisation Stats**. + +## Viewing usage + +**One organisation:** open **Admin Panel > Organisations** and select it. The **Organisation usage** section shows the current period's document, email, and API usage against its quotas. + +**All organisations:** open **Admin Panel > Organisation Stats** to sort and filter monthly usage. Filter by **claim** and by **period** (a UTC calendar month, shown as `YYYY-MM`), and switch between **Show usage**, **Show usage with quotas**, and **Show daily averages**. + + + Usage counts **attempts**, not only successful actions. A request that exceeds a quota is still counted before it is rejected, so displayed usage can read higher than the number of actions that succeeded. + + +## Subscription claims + +A subscription claim is a named bundle of limits and feature flags (for example `Free`, `Individual`, `Teams`, `Platform`, or `Enterprise`). Claims are **templates**: when an organisation is created it receives a private copy of its claim and reads from that copy afterwards. Editing a claim template therefore affects organisations created later, not existing ones — to change an existing organisation, [edit it directly](#change-limits-for-one-organisation). + +### Claim fields + +Under **Admin Panel > Claims** (`/admin/claims`), each claim has: + +| Field | Controls | +| ----------------------- | --------------------------------------------------------------------------------- | +| **Name** | The claim's display name. | +| **Team Count** | Teams allowed. `0` = unlimited. | +| **Member Count** | Members allowed. `0` = unlimited. | +| **Envelope Item Count** | Uploaded files allowed per envelope. Minimum `1`. | +| **Recipient Count** | Recipients allowed per document. `0` = unlimited. | +| **Feature Flags** | Feature toggles (see [Feature flags](#feature-flags)). | +| **Limits** | Monthly quota and rate-limit windows for Documents, Emails, and API. | +| **Email transport** | Transport the claim uses. *Default (system mailer)* uses the instance default. | + +### Quotas and rate limits + +The **Limits** section has a column for **Documents**, **Emails**, and **API**, each with two controls: + +- **Monthly quota** — how many of that resource are allowed per calendar month. An **empty** field is unlimited; **`0`** blocks the resource entirely. +- **Rate limit windows** — optional short-window caps, each a duration and a maximum. A window is a number and a unit (`s`, `m`, `h`, `d`), such as `5m`, `1h`, or `24h`, and must be unique within the resource. + + + Quotas and counts use opposite conventions for "unlimited": an **empty** quota is unlimited (and `0` blocks the resource), whereas `0` in the **Team**, **Member**, and **Recipient Count** fields means unlimited. + + +### Feature flags + +The **Feature Flags** section toggles capabilities such as Unlimited documents, Branding, Hide Documenso branding, Email domains, Embed authoring, Embed signing, White label for embed authoring/signing, 21 CFR, HIPAA, Authentication portal, Allow Legacy Envelopes, Signing reminders, QES signing, and Disable emails. + +Some flags are Enterprise features. If your license does not include one, it is marked and cannot be enabled (you can still turn it off). See [Enterprise Edition](/docs/policies/enterprise-edition). + +### Create or edit a claim template + +1. Go to **Admin Panel > Claims**. +2. Select **New claim**, or select an existing claim to edit it. +3. Set the counts, feature flags, and the **Limits** section. +4. Save. Changes apply to organisations created afterwards, not existing ones. + +### Change limits for one organisation + +To change limits for an existing organisation, edit it directly rather than its claim template. + +1. Go to **Admin Panel > Organisations** and open the organisation. +2. Adjust its quota, rate-limit, feature-flag, or email-transport fields. +3. Save. Changes take effect immediately. + +The organisation also shows the **Inherited subscription claim** it was created from. + +## Usage reset + +Monthly quota usage is keyed to the **UTC calendar month**. There is no scheduled reset job — when the month rolls over, the new period's counter starts at `0`. + +## Limitations + +The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **100 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits). + +## Troubleshooting + +| Symptom | Cause and fix | +| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- | +| An organisation hit its limit unexpectedly | Usage counts rejected over-quota attempts. Compare usage against the quota under **Organisation Stats > Show usage with quotas**. | +| A resource is blocked entirely, not just capped | The **Monthly quota** is `0`, which blocks the resource. Leave it empty for unlimited. | +| Emails are not sending for an organisation | Check whether the **Disable emails** flag is enabled on the organisation's claim — it blocks all emails regardless of quota. | +| A claim template edit had no effect | Template edits are not retroactive. Edit the organisation directly under **Admin Panel > Organisations**. | + +--- + +## See Also + +- [Environment Variables](/docs/self-hosting/configuration/environment) - All configuration options +- [Rate Limits](/docs/developers/api/rate-limits) - The global HTTP API rate limit (separate from claims) +- [Enterprise Edition](/docs/policies/enterprise-edition) - Features unlocked by license flags