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feat: add global settings for teams (#1391)
## Description This PR introduces global settings for teams. At the moment, it allows team admins to configure the following: * The default visibility of the documents uploaded to the team account * Whether to include the document owner (sender) details when sending emails to the recipients. ### Include Sender Details If the Sender Details setting is enabled, the emails sent by the team will include the sender's name: > "Example User" on behalf of "Example Team" has invited you to sign "document.pdf" Otherwise, the email will say: > "Example Team" has invited you to sign "document.pdf" ### Default Document Visibility This new option allows users to set the default visibility for the documents uploaded to the team account. It can have the following values: * Everyone * Manager and above * Admins only If the default document visibility isn't set, the document will be set to the role of the user who created the document: * If a user with the "User" role creates a document, the document's visibility is set to "Everyone". * Manager role -> "Manager and above" * Admin role -> "Admins only" Otherwise, if there is a default document visibility value, it uses that value. #### Gotcha To avoid issues, the `document owner` and the `recipient` can access the document irrespective of their role. For example: * If a team member with the role "Member" uploads a document and the default document visibility is "Admins", only the document owner and admins can access the document. * Similar to the other scenarios. * If an admin uploads a document and the default document visibility is "Admins", the recipient can access the document. * The admins have access to all the documents. * Managers have access to documents with the visibility set to "Everyone" and "Manager and above" * Members have access only to the documents with the visibility set to "Everyone". ## Testing Performed Tested it locally.
This commit is contained in:
@ -46,13 +46,6 @@ export const TemplateDocumentCompleted = ({
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</Text>
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<Section className="mb-6 mt-8 text-center">
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{/* <Button
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className="mr-4 inline-flex items-center justify-center rounded-lg border border-solid border-slate-200 px-4 py-2 text-center text-sm font-medium text-black no-underline"
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href={reviewLink}
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>
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<Img src={getAssetUrl('/static/review.png')} className="-mb-1 mr-2 inline h-5 w-5" />
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Review
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</Button> */}
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<Button
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className="rounded-lg border border-solid border-slate-200 px-4 py-2 text-center text-sm font-medium text-black no-underline"
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href={downloadLink}
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@ -18,6 +18,7 @@ export interface TemplateDocumentInviteProps {
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selfSigner: boolean;
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isTeamInvite: boolean;
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teamName?: string;
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includeSenderDetails?: boolean;
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}
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export const TemplateDocumentInvite = ({
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@ -29,6 +30,7 @@ export const TemplateDocumentInvite = ({
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selfSigner,
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isTeamInvite,
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teamName,
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includeSenderDetails,
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}: TemplateDocumentInviteProps) => {
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const { _ } = useLingui();
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@ -46,10 +48,19 @@ export const TemplateDocumentInvite = ({
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<br />"{documentName}"
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</Trans>
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) : isTeamInvite ? (
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<Trans>
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{inviterName} on behalf of {teamName} has invited you to {_(actionVerb).toLowerCase()}
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<>
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{includeSenderDetails ? (
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<Trans>
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{inviterName} on behalf of {teamName} has invited you to{' '}
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{_(actionVerb).toLowerCase()}
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</Trans>
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) : (
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<Trans>
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{teamName} has invited you to {_(actionVerb).toLowerCase()}
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</Trans>
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)}
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<br />"{documentName}"
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</Trans>
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</>
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) : (
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<Trans>
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{inviterName} has invited you to {_(actionVerb).toLowerCase()}
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@ -1,15 +1,18 @@
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import { Trans } from '@lingui/macro';
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import { Link, Section, Text } from '../components';
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import { useBranding } from '../providers/branding';
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export type TemplateFooterProps = {
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isDocument?: boolean;
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};
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export const TemplateFooter = ({ isDocument = true }: TemplateFooterProps) => {
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const branding = useBranding();
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return (
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<Section>
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{isDocument && (
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{isDocument && !branding.brandingHidePoweredBy && (
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<Text className="my-4 text-base text-slate-400">
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<Trans>
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This document was sent using{' '}
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@ -20,11 +23,24 @@ export const TemplateFooter = ({ isDocument = true }: TemplateFooterProps) => {
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</Text>
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)}
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<Text className="my-8 text-sm text-slate-400">
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Documenso, Inc.
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<br />
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2261 Market Street, #5211, San Francisco, CA 94114, USA
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</Text>
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{branding.brandingCompanyDetails ? (
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<Text className="my-8 text-sm text-slate-400">
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{branding.brandingCompanyDetails.split('\n').map((line, idx) => {
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return (
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<>
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{idx > 0 && <br />}
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{line}
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</>
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);
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})}
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</Text>
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) : (
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<Text className="my-8 text-sm text-slate-400">
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Documenso, Inc.
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<br />
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2261 Market Street, #5211, San Francisco, CA 94114, USA
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</Text>
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)}
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</Section>
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);
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};
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