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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:
Catalin Pit
GitHub
@ -1,4 +1,4 @@
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import { msg } from '@lingui/macro';
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import { Trans, msg } from '@lingui/macro';
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import { useLingui } from '@lingui/react';
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import { formatTeamUrl } from '@documenso/lib/utils/teams';
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@ -10,11 +10,13 @@ import {
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Head,
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Hr,
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Html,
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Img,
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Link,
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Preview,
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Section,
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Text,
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} from '../components';
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import { useBranding } from '../providers/branding';
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import { TemplateFooter } from '../template-components/template-footer';
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import TemplateImage from '../template-components/template-image';
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@ -34,6 +36,7 @@ export const ConfirmTeamEmailTemplate = ({
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token = '',
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}: ConfirmTeamEmailProps) => {
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const { _ } = useLingui();
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const branding = useBranding();
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const previewText = msg`Accept team email request for ${teamName} on Documenso`;
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@ -45,11 +48,15 @@ export const ConfirmTeamEmailTemplate = ({
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<Body className="mx-auto my-auto font-sans">
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<Section className="bg-white">
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<Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 px-2 pt-2 backdrop-blur-sm">
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<TemplateImage
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assetBaseUrl={assetBaseUrl}
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className="mb-4 h-6 p-2"
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staticAsset="logo.png"
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/>
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{branding.brandingEnabled && branding.brandingLogo ? (
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<Img src={branding.brandingLogo} alt="Branding Logo" className="mb-4 h-6 p-2" />
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) : (
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<TemplateImage
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assetBaseUrl={assetBaseUrl}
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className="mb-4 h-6 p-2"
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staticAsset="logo.png"
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/>
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)}
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<Section>
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<TemplateImage
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@ -61,12 +68,14 @@ export const ConfirmTeamEmailTemplate = ({
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<Section className="p-2 text-slate-500">
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<Text className="text-center text-lg font-medium text-black">
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Verify your team email address
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<Trans>Verify your team email address</Trans>
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</Text>
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<Text className="text-center text-base">
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<span className="font-bold">{teamName}</span> has requested to use your email
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address for their team on Documenso.
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<Trans>
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<span className="font-bold">{teamName}</span> has requested to use your email
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address for their team on Documenso.
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</Trans>
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</Text>
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<div className="mx-auto mt-6 w-fit rounded-lg bg-gray-50 px-4 py-2 text-base font-medium text-slate-600">
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@ -75,25 +84,29 @@ export const ConfirmTeamEmailTemplate = ({
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<Section className="mt-6">
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<Text className="my-0 text-sm">
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By accepting this request, you will be granting <strong>{teamName}</strong> access
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to:
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<Trans>
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By accepting this request, you will be granting <strong>{teamName}</strong>{' '}
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access to:
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</Trans>
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</Text>
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<ul className="mb-0 mt-2">
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<li className="text-sm">
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View all documents sent to and from this email address
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<Trans>View all documents sent to and from this email address</Trans>
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</li>
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<li className="mt-1 text-sm">
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Allow document recipients to reply directly to this email address
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<Trans>Allow document recipients to reply directly to this email address</Trans>
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</li>
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<li className="mt-1 text-sm">
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Send documents on behalf of the team using the email address
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<Trans>Send documents on behalf of the team using the email address</Trans>
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</li>
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</ul>
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<Text className="mt-2 text-sm">
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You can revoke access at any time in your team settings on Documenso{' '}
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<Link href={`${baseUrl}/settings/teams`}>here.</Link>
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<Trans>
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You can revoke access at any time in your team settings on Documenso{' '}
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<Link href={`${baseUrl}/settings/teams`}>here.</Link>
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</Trans>
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</Text>
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</Section>
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@ -102,12 +115,14 @@ export const ConfirmTeamEmailTemplate = ({
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className="bg-documenso-500 inline-flex items-center justify-center rounded-lg px-6 py-3 text-center text-sm font-medium text-black no-underline"
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href={`${baseUrl}/team/verify/email/${token}`}
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>
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Accept
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<Trans>Accept</Trans>
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</Button>
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</Section>
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</Section>
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<Text className="text-center text-xs text-slate-500">Link expires in 1 hour.</Text>
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<Text className="text-center text-xs text-slate-500">
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<Trans>Link expires in 1 hour.</Trans>
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</Text>
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</Container>
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<Hr className="mx-auto mt-12 max-w-xl" />
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