From 4af96da515885c7099fee4d3cfca1c074a7e90c4 Mon Sep 17 00:00:00 2001 From: Amol Date: Wed, 24 Jul 2024 15:31:57 +0530 Subject: [PATCH] Create upgrade-to-v2.1.0.md --- .../self-host/guides/upgrade-to-v2.1.0.md | 22 +++++++++++++++++++ 1 file changed, 22 insertions(+) create mode 100644 docs/docs/self-host/guides/upgrade-to-v2.1.0.md diff --git a/docs/docs/self-host/guides/upgrade-to-v2.1.0.md b/docs/docs/self-host/guides/upgrade-to-v2.1.0.md new file mode 100644 index 000000000..1d54986ca --- /dev/null +++ b/docs/docs/self-host/guides/upgrade-to-v2.1.0.md @@ -0,0 +1,22 @@ +--- +title: How to upgrade self-hosted OpenSign to v2.1.0? +--- +# Steps to upgrade any previous self-hosted OpenSign to v2.1.0 + +For self-hosted deployments, version 2.1.0 introduces changes to the signup process: + +**New Deployment:** The signup button has been removed. During a fresh deployment, an admin creation wizard will guide you through creating an Admin user. + +**Migration from Previous Versions:** For those upgrading from any previous version to 2.1.0, follow these steps to promote an existing user to Admin: + +After upgrading, visit "https://public_url/upgrade-2.1" and enter the requested details to change the role of an existing user to Admin. +Ensure you have your master key (set in the environment variable during installation) and the email ID of the user to be promoted ready. + +**User Roles and Capabilities** +In the self-hosted version, Admins have comprehensive control: + +Admin: Admins can manage users and share templates with the entire organization. Only Admins can create users, with roles being assigned as OrgAdmin, Editor, or User. +OrgAdmin: OrgAdmins have the same access as Admins. Essentially they are new admins that can be created as and when needed. +Editor: Editors can share templates with all users but cannot create users. +User: Users cannot share templates or create users. They can only create emplates for themselves. +All other features remain accessible to all roles.