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## 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.
23 lines
548 B
JSON
23 lines
548 B
JSON
{
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"index": "Introduction",
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"support": "Support",
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"-- How To Use": {
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"type": "separator",
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"title": "How To Use"
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},
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"get-started": "Get Started",
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"profile": "User Profile",
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"signing-documents": "Signing Documents",
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"templates": "Templates",
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"direct-links": "Direct Signing Links",
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"document-visibility": "Document Visibility",
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"teams": "Teams",
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"-- Legal Overview": {
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"type": "separator",
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"title": "Legal Overview"
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},
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"fair-use": "Fair Use Policy",
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"licenses": "Licenses",
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"compliance": "Compliance"
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}
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