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fix: document visibility logic (#1521)

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Update the logic of document visibility logic and added some tests &
updated some existing ones.
This commit is contained in:
Catalin Pit
2024-12-16 09:10:40 +02:00
committed by GitHub
parent 861e9c976b
commit 2245812f0b
7 changed files with 303 additions and 57 deletions
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20
apps/documentation/pages/users/teams/document-visibility.mdx
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@ -17,23 +17,25 @@ The default document visibility option allows you to control who can view and ac
The default document visibility is set to "_EVERYONE_" by default. You can change this setting by going to the [team's general preferences page](/users/teams/preferences) and selecting a different visibility option.
<Callout type="warning">
If the team member uploading the document has a role lower than the default document visibility,
the document visibility will be set to a lower visibility level matching the team member's role.
</Callout>
Here's how it works:
- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Admin_" or "_Managers and above_", the document's visibility is set to "_Everyone_".
- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Admin_", the document's visibility is set to "_Managers and above_".
- Otherwise, the document's visibility is set to the default document visibility.
- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Everyone_", the document's visibility is set to "_EVERYONE_".
- The user can't change the visibility of the document in the document editor.
- If a user with the "_Member_" role creates a document and the default document visibility is set to "_Admin_" or "_Managers and above_", the document's visibility is set to the default document visibility ("_Admin_" or "_Managers and above_" in this case).
- The user can't change the visibility of the document in the document editor.
- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Everyone_" or "_Managers and above_", the document's visibility is set to the default document visibility ("_Everyone_" or "_Managers and above_" in this case).
- The user can change the visibility of the document to any of these options, except "_Admin_", in the document editor.
- If a user with the "_Manager_" role creates a document and the default document visibility is set to "_Admin_", the document's visibility is set to "_Admin_".
- The user can't change the visibility of the document in the document editor.
- If a user with the "_Admin_" role creates a document, and the default document visibility is set to "_Everyone_", "_Managers and above_", or "_Admin_", the document's visibility is set to the default document visibility.
- The user can change the visibility of the document to any of these options in the document editor.
You can change the visibility of a document at any time by editing the document and selecting a different visibility option.
![A screenshot of the Documenso's document editor page where you can update the document visibility](/teams/document-visibility-settings.webp)
<Callout type="warning">
Updating the default document visibility in the team's general settings will not affect the
Updating the default document visibility in the team's general preferences will not affect the
visibility of existing documents. You will need to update the visibility of each document
individually.
</Callout>