Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: Dhruwang <dhruwangjariwala18@gmail.com>
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Fixes #(issue)
Fixes #(issue)
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Thank you so much for making your first Pull Request and taking the time to improve Formbricks! 🚀🙏❤️
Feel free to join the conversation at [Discord](https://formbricks.com/discord)
Feel free to join the conversation on [Github Discussions](https://github.com/formbricks/formbricks/discussions) if you need any help or have any questions. 😊
issue-message:|
Thank you for opening your first issue! 🙏❤️ One of our team members will review it and get back to you as soon as it possible. 😊
@@ -16,15 +16,15 @@ Are you brimming with brilliant ideas? For new features that can elevate Formbri
Ready to dive into the code and make a real impact? Here's your path:
1.**Read our Best Practices**: [It takes 5 minutes](https://formbricks.com/docs/contributing/how-we-code) but will help you save hours 🤓
1.**Read our Best Practices**: [It takes 5 minutes](https://formbricks.com/docs/developer-docs/contributing/get-started) but will help you save hours 🤓
1.**Fork the Repository:** Fork our repository or use [Gitpod](https://formbricks.com/docs/contributing/gitpod)
1.**Fork the Repository:** Fork our repository or use [Gitpod](https://gitpod.io) or use [Github Codespaces](https://github.com/features/codespaces) to get started instantly.
1.**Tweak and Transform:** Work your coding magic and apply your changes.
1.**Pull Request Act:** If you're ready to go, craft a new pull request closely following our PR template 🙏
Would you prefer a chat before you dive into a lot of work? Our [Discord server](https://formbricks.com/discord) is your harbor. Share your thoughts, and we'll meet you there with open arms. We're responsive and friendly, promise!
Would you prefer a chat before you dive into a lot of work? [Github Discussions](https://github.com/formbricks/formbricks/discussions) is your harbor. Share your thoughts, and we'll meet you there with open arms. We're responsive and friendly, promise!
Portions of this software are licensed as follows:
- All content that resides under the "packages/ee/" directory of this repository, if that directory exists, is licensed under the license defined in "packages/ee/LICENSE".
- All content that resides under the "packages/js/", "packages/errors/" and "packages/api/" directories of this repository, if that directories exist, is licensed under the "MIT" license as defined in the "LICENSE" files of these packages.
- All content that resides under the "apps/web/modules/ee" directory of this repository, if these directories exist, is licensed under the license defined in "apps/web/modules/ee/LICENSE".
- All content that resides under the "packages/js/", "packages/react-native/" and "packages/api/" directories of this repository, if that directories exist, is licensed under the "MIT" license as defined in the "LICENSE" files of these packages.
- All third party components incorporated into the Formbricks Software are licensed under the original license provided by the owner of the applicable component.
- Content outside of the above mentioned directories or restrictions above is available under the "AGPLv3" license as defined below.
@@ -226,14 +228,14 @@ The Formbricks core application is licensed under the [AGPLv3 Open Source Licens
### The Enterprise Edition
Additional to the AGPL licensed Formbricks core, this repository contains code licensed under an Enterprise license. The [code](https://github.com/formbricks/formbricks/tree/main/packages/ee) and [license](https://github.com/formbricks/formbricks/blob/main/packages/ee/LICENSE) for the enterprise functionality can be found in the `/packages/ee` folder of this repository. This additional functionality is not part of the AGPLv3 licensed Formbricks core and is designed to meet the needs of larger teams and enterprises. This advanced functionality is already included in the Docker images, but you need an [Enterprise License Key](https://formbricks.com/docs/self-hosting/enterprise) to unlock it.
Additional to the AGPL licensed Formbricks core, this repository contains code licensed under an Enterprise license. The [code](https://github.com/formbricks/formbricks/tree/main/apps/web/modules/ee) and [license](https://github.com/formbricks/formbricks/blob/main/apps/web/modules/ee/LICENSE) for the enterprise functionality can be found in the `/apps/web/modules/ee` folder of this repository. This additional functionality is not part of the AGPLv3 licensed Formbricks core and is designed to meet the needs of larger teams and enterprises. This advanced functionality is already included in the Docker images, but you need an [Enterprise License Key](https://formbricks.com/docs/self-hosting/enterprise) to unlock it.
### White-Labeling Formbricks and Other Licensing Needs
We currently do not offer Formbricks white-labeled. Any other needs? [Send us an email](mailto:hola@formbricks.com).
We currently do not offer Formbricks white-labeled. That means that we don't sell a license which let's other companies resell Formbricks to third parties under their name nor take parts (like the survey editor) out of Formbricks to add to their own software products. Any other needs? [Send us an email](mailto:hola@formbricks.com).
### Why charge for Enterprise Features?
The Enterprise Edition and White-Label Licenses allow us to fund the development of Formbricks sustainably. It guarantees that the open-source surveying infrastructure we're building will be around for decades to come.
The Enterprise Edition allows us to fund the development of Formbricks sustainably. It guarantees that the free and open-source surveying infrastructure we're building will be around for decades to come.
<p align="right"><a href="#top">🔼 Back to top</a></p>
This is Formbrick's security policy. Please reach out to us
on our Discord or, if privately, via <security@formbricks.com>
on Github or, if privately, via <security@formbricks.com>
## Introduction
@@ -40,7 +40,7 @@ We invite you to report if:
Avoid reporting if:
- Assistance is needed to optimize Formbricks for security – please engage on our Discord for this.
- Assistance is needed to optimize Formbricks for security – please engage on Github Discussions for this.
- Help is required for applying security-related updates.
- The concern is not related to security.
@@ -51,13 +51,13 @@ In the interest of responsibly managing vulnerabilities, please adhere to the fo
> Do not reveal the problem to others until it has been resolved.
1.**Send a Detailed Report**:
-Address emails to [security@formbricks.com](mailto:security@formbricks.com).
-Raise a security report on [Github](https://github.com/formbricks/formbricks/issues/new/choose) or send an email to [security@formbricks.com](mailto:security@formbricks.com).
- Include:
- Problem description.
- Detailed, reproducible steps, with screenshots where possible.
- Affected version(s).
- Known possible mitigations.
- Your Discord username or preferred contact method.
- Your preferred contact method.
2.**Acknowledgement of Receipt**:
- Our security team will acknowledge receipt and provide an initial response within 48 hours.
- Following verification of the vulnerability and the fix, a release plan will be formulated, with the fix deployed between 7 to 28 days, depending on the severity and complexity.
import { MdxImage } from "@/components/mdx-image";
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/organization-settings-menu.webp";
export const metadata = {
title: "User Management",
description:
"Assign different roles to organization members to grant them specific rights like creating surveys, viewing responses, or managing organization members.",
};
# Organization Access Roles
Learn about the different organization-level and team-level roles and how they affect permissions in Formbricks.
## Memberships
Permissions in Formbricks are broadly handled using organization-level roles, which apply to all teams and projects in the organization. Users on a self-hosting and Enterprise plan, have access to team-level roles, which enable more granular permissions.
<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 `Owner`.
</Note>
Here are the different access permissions, ranked from highest to lowest access
1. Owner
2. Manager
3. Billing
4. Member
### Organisational level
All users and their organization-level roles are listed in **Organization Settings > General**. Users can hold any of the following org-level roles:
- **Billing**users can manage payment and compliance details in the organization.
- **Org Members**can view most data in the organization and act in the projects they are members of. They cannot join projects on their own and need to be assigned.
- **Org Managers**have full management access to all teams and projects. They can also manage the organization's membership. Org Managers can perform Team Admin actions without needing to join the team. They cannot change other organization settings.
- **Org Owners**have full access to the organization, its data, and settings. Org Owners can perform Team Admin actions without needing to join the team.
### Permissions at project level
- **read**: read access to all resources (except settings) in the project.
- **read & write**: read & write access to all resources (except settings) in the project.
- **manage**: read & write access to all resources including settings in the project.
### Team-level Roles
- **Team Contributors**can view and act on surveys and responses.
- **Team Admins**have additional permissions to manage their team's membership and projects. These permissions are granted at the team-level, and don't apply to teams where they're not a Team Admin.
For more information on user roles & permissions, see below:
\* - for the read & write permissions team members
\*\* - for the manage permissions team members
## 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:
<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"
/>
2. Click on the `Add member` button:
<MdxImage
src={AddMember}
alt="Add member Button Position"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
3. In the modal, add the Name, Email and Role of the organization member you want to invite:
<MdxImage
src={IndvInvite}
alt="Individual Invite Modal Tab"
quality="100"
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 organization members as `Owners`.
</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 organization members in bulk
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 Organization Settings"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
2. Click on the `Add member` button:
<MdxImage
src={AddMember}
alt="Add member Button Position"
quality="100"
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 organization members you want to invite:
<MdxImage
src={BulkInvite}
alt="Individual Invite Modal Tab"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
4. Upload the filled .CSV file and invite the organization members in bulk ✅
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.
You can add multiple logic blocks to a survey. Logic blocks are executed in the order they are added. You can rearrange the order of logic blocks.
</Note>
2. **Add Conditions**: Add conditions to the logic block. Conditions are rules that determine when an action should be executed.
<MdxImage
src={Conditions}
alt="Add Conditions"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
Conditons can be based on:
- **Question**: The answer to a question.
- **Variable**: A variable value.
- **Hidden Field**: The value of a hidden field.
2.a **Condition Options**: Choose from a list of available conditions.
<MdxImage
src={ConditionOptions}
alt="Condition Options"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
2.b **Condition Operators**: Choose an operator to compare the condition value.
<MdxImage
src={ConditionOperators}
alt="Condition Operators"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
2.c **Condition Value**: Enter a value to compare the condition against.
Comparisons can be made against a fixed value or a dynamic value.
Dynamic values can be based on a question, variable, or hidden field.
<MdxImage
src={ConditionValue}
alt="Condition Value"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
<Note>
- Conditions can be grouped. - Conditions can be combined using AND or OR operators. You can add multiple conditions to a logic block. Conditions are evaluated in the order they are added.
</Note>
<MdxImage
src={ConditionChaining}
alt="Condition Chaining"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
3. **Add Actions**: Add actions to the logic block. Actions are tasks that are executed when a condition is met.
<Note>You can add multiple actions to a logic block. Actions are executed in the order they are added.</Note>
- 3.a **Action Options**: Choose from a list of available actions.
<MdxImage
src={ActionOptions}
alt="Add Actions"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
Action is of the following types:
- **Calculate**: Perform a calculation. These variables are then available for use in other questions.
- Calculations can be performed on variables.
- Calculations can be based on fixed values or dynamic values.
<MdxImage
src={ActionCalculateVariables}
alt="Action Calculate Variables"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
<MdxImage
src={ActionCalculateOperators}
alt="Action Calculate Variables"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
<MdxImage
src={ActionCalculateValue}
alt="Action Calculate Variables"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
<MdxImage
src={ActionCalculate}
alt="Action Calculate"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
- **Require Answer**: Make a question required. Only the optional questions can be marked as required while filling the survey.
<MdxImage
src={ActionRequire}
alt="Action Require"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
- **Jump to Question**: Skip to a specific question. The user will be redirected to the specified question based on the condition.
<MdxImage
src={ActionJump}
alt="Action Jump"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
4. **Save Logic**: Click the `Save` button to save the logic block.
# Question Logic
This logic is executed when the user answers the question. Logic can be as simple as showing a follow-up question based on the answer or as complex as calculating a score based on multiple answers.
import { MdxImage } from "@/components/mdx-image";
import EmailCustomizationSettings from "./email-customization-card.webp";
import EmailSample from "./email-sample.webp";
import UpdatedLogo from "./updated-logo.webp";
export const metadata = {
title: "Email Customization",
description: "Customize the email that is sent to your users!",
};
# Email Customization
Email customization is a white-label feature that allows you to customize the email that is sent to your users. You can upload a logo of your company and use it in the email.
<Note>
This feature is a white-label feature. It is only available for users on paid plans or have an enterprise license.
</Note>
## How to Upload a Logo
1. Go to the Organization Settings page.
2. You will see a card called **Email Customization** under the **General** section.
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