docs: adds documentation table for team roles (formbricks#2709)

Co-authored-by: Matthias Nannt <[email protected]>
Racks-Labs · May 31, 2024 · a5f6ecb · a5f6ecb
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diff --git a/...cess-roles/images/team-settings-menu.webp → ...es/images/organization-settings-menu.webp b/...cess-roles/images/team-settings-menu.webp → ...es/images/organization-settings-menu.webp
diff --git a/apps/docs/app/global/access-roles/page.mdx b/apps/docs/app/global/access-roles/page.mdx
@@ -1,41 +1,89 @@
 import { MdxImage } from "@/components/MdxImage";
+
 import AddMember from "./images/add-member.webp";
 import BulkInvite from "./images/bulk-invite.webp";
 import IndvInvite from "./images/individual-invite.webp";
-import MenuItem from "./images/team-settings-menu.webp";
+import MenuItem from "./images/organization-settings-menu.webp";
 
 export const metadata = {
-  title: "Team Access Roles",
+  title: "Organization Access Roles",
   description:
-    "Assign different roles to team members to grant them specific rights like creating surveys, viewing responses, or managing team members.",
+    "Assign different roles to organization members to grant them specific rights like creating surveys, viewing responses, or managing organization members.",
 };
 
-# Team Access Roles
-
-Assign different roles to team members to grant them specific rights like creating surveys, viewing responses, or managing team members.
-
-<Note>Access Roles is a feature of the **Enterprise Edition**. In the **Community Edition** and on the **Free** and **Startup** plan in the Cloud you can invite unlimited team members as `Admins`.</Note>
-
-
-| Role | Rights |
-| --- | --- |
-| Owner | Full rights; there can only one owner per team. Ownership can be transferred. |
-| Admin | Full access rights incl. managing team members |
-| Developer | Full product access to setup and run surveys incl. global styling, actions and attribute management, etc |
-| Editor | Create and edit surveys. No access to features related to setting up or maintaining Formbricks. |
-| Viewer | View survey results only. |
-
-## Inviting team members
-
-There are two ways to invite team members: One by one or in bulk.
+# Organization Access Roles
+
+Assign different roles to organization members to grant them specific rights like creating surveys, viewing responses, or managing organization members.
+
+<Note>
+  Access Roles is a feature of the **Enterprise Edition**. In the **Community Edition** and on the **Free**
+  and **Startup** plan in the Cloud you can invite unlimited organization members as `Admins`.
+</Note>
+
+Here are the different access permissions, ranked from highest to lowest access
+
+1. Owner
+2. Admin
+3. Developer
+4. Editor
+5. Viewer
+
+For more information on user roles & permissions, see below:
+
+|                                  | Owner | Admin | Editor | Developer | Viewer |
+| -------------------------------- | ----- | ----- | ------ | --------- | ------ |
+| **Organization**                 |       |       |        |           |        |
+| Update organization              | ✅    | ✅    | ❌     | ❌        | ❌     |
+| Delete organization              | ✅    | ❌    | ❌     | ❌        | ❌     |
+| Add new Member                   | ✅    | ✅    | ❌     | ❌        | ❌     |
+| Delete Member                    | ✅    | ✅    | ❌     | ❌        | ❌     |
+| Update Member Access             | ✅    | ✅    | ❌     | ❌        | ❌     |
+| Update Billing                   | ✅    | ✅    | ❌     | ❌        | ❌     |
+| **Product**                      |       |       |        |           |        |
+| Create Product                   | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Update Product Name              | ✅    | ✅    | ✅     | ❌        | ❌     |
+| Update Product Name              | ✅    | ✅    | ✅     | ❌        | ❌     |
+| Update Product Recontact Options | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Update Look & Feel               | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Update Survey Languages          | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Delete Product                   | ✅    | ✅    | ✅     | ✅        | ❌     |
+| **Surveys**                      |       |       |        |           |        |
+| Create New Survey                | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Edit Survey                      | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Delete Survey                    | ✅    | ✅    | ✅     | ✅        | ❌     |
+| View survey results              | ✅    | ✅    | ✅     | ✅        | ✅     |
+| **Response**                     |       |       |        |           |        |
+| Delete response                  | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Add tags on response             | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Edit tags on response            | ✅    | ✅    | ✅     | ✅        | ❌     |
+| **Actions**                      |       |       |        |           |        |
+| Create Action                    | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Update Action                    | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Delete Action                    | ✅    | ✅    | ✅     | ✅        | ❌     |
+| **API Keys**                     |       |       |        |           |        |
+| Create API key                   | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Update API key                   | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Delete API key                   | ✅    | ✅    | ✅     | ✅        | ❌     |
+| **Tags**                         |       |       |        |           |        |
+| Create tags                      | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Update tags                      | ✅    | ✅    | ✅     | ✅        | ❌     |
+| Delete tags                      | ✅    | ✅    | ✅     | ✅        | ❌     |
+| **People**                       |       |       |        |           |        |
+| Delete Person                    | ✅    | ✅    | ✅     | ✅        | ❌     |
+| **Integrations**                 |       |       |        |           |        |
+| Manage Integrations              | ✅    | ✅    | ✅     | ✅        | ❌     |
+
+## Inviting organization members
+
+There are two ways to invite organization members: One by one or in bulk.
+
+### Invite organization members one by one
+
+1. Go to the `Organization Settings` page via the menu in the lower right corner:
 
-### Invite team members one by one
-
-1. Go to the `Team Settings` page via the menu in the lower right corner:
-
-<MdxImage 
-src={MenuItem}
-  alt="Where to find the Menu Item for Team Settings"
+<MdxImage
+  src={MenuItem}
+  alt="Where to find the Menu Item for Organization Settings"
   quality="100"
   className="max-w-full rounded-lg sm:max-w-3xl "
 />
@@ -49,7 +97,7 @@ src={MenuItem}
   className="max-w-full rounded-lg sm:max-w-3xl "
 />
 
-3. In the modal, add the Name, Email and Role of the team member you want to invite:
+3. In the modal, add the Name, Email and Role of the organization member you want to invite:
 
 <MdxImage
   src={IndvInvite}
@@ -58,19 +106,20 @@ src={MenuItem}
   className="max-w-full rounded-lg sm:max-w-3xl "
 />
 
-<Note>Access Roles is a feature of the **Enterprise Edition**. In the **Community Edition** and on the **Free** and **Startup** plan in the Cloud you can invite unlimited team members as `Admins`.</Note>
-
-
-Formbricks sends an email to the team member with an invitation link. The team member can accept the invitation or create a new account by clicking on the link.
+<Note>
+  Access Roles is a feature of the **Enterprise Edition**. In the **Community Edition** and on the **Free**
+  and **Startup** plan in the Cloud you can invite unlimited organization members as `Admins`.
+</Note>
 
+Formbricks sends an email to the organization member with an invitation link. The organization member can accept the invitation or create a new account by clicking on the link.
 
-### Invite team members in bulk
+### Invite organization members in bulk
 
-1. Go to the `Team Settings` page via the menu in the lower right corner:
+1. Go to the `Organization Settings` page via the menu in the lower right corner:
 
 <MdxImage
   src={MenuItem}
-  alt="Where to find the Menu Item for Team Settings"
+  alt="Where to find the Menu Item for Organization Settings"
   quality="100"
   className="max-w-full rounded-lg sm:max-w-3xl "
 />
@@ -84,7 +133,7 @@ Formbricks sends an email to the team member with an invitation link. The team m
   className="max-w-full rounded-lg sm:max-w-3xl "
 />
 
-3. In the modal, switch to `Bulk Invite`. You can download an example .CSV file to fill in the Name, Email and Role of the team members you want to invite:
+3. In the modal, switch to `Bulk Invite`. You can download an example .CSV file to fill in the Name, Email and Role of the organization members you want to invite:
 
 <MdxImage
   src={BulkInvite}
@@ -93,8 +142,8 @@ Formbricks sends an email to the team member with an invitation link. The team m
   className="max-w-full rounded-lg sm:max-w-3xl "
 />
 
-4. Upload the filled .CSV file and invite the team members in bulk ✅
+4. Upload the filled .CSV file and invite the organization members in bulk ✅
 
-Formbricks sends an email to each team member in the CSV. The member can accept the invitation or create a new account by clicking on the link.
+Formbricks sends an email to each organization member in the CSV. The member can accept the invitation or create a new account by clicking on the link.
 
 ---
diff --git a/apps/docs/app/introduction/why-open-source/page.mdx b/apps/docs/app/introduction/why-open-source/page.mdx
@@ -4,27 +4,22 @@ export const metadata = {
     "Open source software beats proprietary software in every aspect - except for value capture. We're investing in growing the value creation of our open source platform because it directly translates into business with large organisations.",
 };
 
-#### Introduction 
+#### Introduction
 
 # Why is Formbricks open source?
 
 A lot has been written on why open source software beats proprietary software in all aspects - except for value capture for the company investing into its development. While this definitely poses a challenge for a profit-oriented organisation, it's also an interesting opportunity: Due to the open nature of our platform, it's usage is significantly higher. Capturing a small part of the value our platform generates translates into a decently-sized business.
 
-
-| Advantage            | Open Source Software                               | Proprietary Software                                       |
-|----------------------|----------------------------------------------------|----------------------------------------------------------|
-| **Data Privacy**             | Self-host for maximum control over data            | Dependent on thrid party data processor.            |
-| **Cost**             | Often free or significantly lower cost.            | Typically requires a purchase or subscription.            |
-| **Customizability** | Code can be modified to meet specific needs.       | Limited customization, restricted to developer's features.|
-| **Security**| Frequent community reviews identify vulnerabilities quickly. | Security updates depend on vendor's schedule and interest.|
-| **Flexibility**| Supports a wide range of applications and integrations. | Designed for specific environments and integrations.    |
-| **Community Support**| Large, active communities offer free support and resources. | Paid customer support with limited community help.   |
-| **Innovation**       | Fosters rapid innovation through community contributions. | Innovations depend on vendor's vision and development team.|
-| **Licensing**        | Permissive licenses allow broad usage and modification. | Strict licensing with limited redistribution rights.   |
-| **Independence**     | Not dependent on a single vendor or developer.     | Vendor lock-in can limit future choices.                  |
-| **Transparency**     | Full visibility into the code base and development. | Closed-source, code is hidden from users.                 |
-| **Interoperability**| Supports open standards, ensuring interoperability. | Often requires additional software or plugins for compatibility. |
-
-
-
-
+| Advantage             | Open Source Software                                         | Proprietary Software                                             |
+| --------------------- | ------------------------------------------------------------ | ---------------------------------------------------------------- |
+| **Data Privacy**      | Self-host for maximum control over data                      | Dependent on thrid party data processor.                         |
+| **Cost**              | Often free or significantly lower cost.                      | Typically requires a purchase or subscription.                   |
+| **Customizability**   | Code can be modified to meet specific needs.                 | Limited customization, restricted to developer's features.       |
+| **Security**          | Frequent community reviews identify vulnerabilities quickly. | Security updates depend on vendor's schedule and interest.       |
+| **Flexibility**       | Supports a wide range of applications and integrations.      | Designed for specific environments and integrations.             |
+| **Community Support** | Large, active communities offer free support and resources.  | Paid customer support with limited community help.               |
+| **Innovation**        | Fosters rapid innovation through community contributions.    | Innovations depend on vendor's vision and development team.      |
+| **Licensing**         | Permissive licenses allow broad usage and modification.      | Strict licensing with limited redistribution rights.             |
+| **Independence**      | Not dependent on a single vendor or developer.               | Vendor lock-in can limit future choices.                         |
+| **Transparency**      | Full visibility into the code base and development.          | Closed-source, code is hidden from users.                        |
+| **Interoperability**  | Supports open standards, ensuring interoperability.          | Often requires additional software or plugins for compatibility. |
diff --git a/apps/web/app/(app)/environments/[environmentId]/components/MainNavigation.tsx b/apps/web/app/(app)/environments/[environmentId]/components/MainNavigation.tsx
@@ -164,7 +164,7 @@ export const MainNavigation = ({
         href: `/environments/${environment.id}/product/general`,
         icon: Cog,
         isActive: pathname?.includes("/product"),
-        isHidden: false,
+        isHidden: isViewer,
       },
     ],
     [environment.id, pathname, isViewer]

diff --git a/apps/web/app/(app)/environments/[environmentId]/surveys/page.tsx b/apps/web/app/(app)/environments/[environmentId]/surveys/page.tsx
@@ -63,7 +63,7 @@ const Page = async ({ params }) => {
     <PageContentWrapper>
       {surveyCount > 0 ? (
         <>
-          <PageHeader pageTitle="Surveys" cta={CreateSurveyButton} />
+          <PageHeader pageTitle="Surveys" cta={isViewer ? <></> : CreateSurveyButton} />
           <SurveysList
             environment={environment}
             otherEnvironment={otherEnvironment}