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QUA-1588: Document Team Restriction Mode and refresh Top Right Side Menu surfaces#1113

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qua-1588-team-restriction-mode
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QUA-1588: Document Team Restriction Mode and refresh Top Right Side Menu surfaces#1113
RafaelOsiro wants to merge 7 commits into
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qua-1588-team-restriction-mode

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@RafaelOsiro RafaelOsiro commented May 14, 2026

Overview

This PR documents the new Team Restriction Mode badge that lets multi-team users (Admins included) scope the entire web session to a single team, refreshes the surrounding Top Right Side Menu pages so each item has a dedicated walkthrough, and applies a new H1 icon pattern across the whole Web Application section. It also corrects three factual errors on the Keyboard Shortcuts reference that were caught during the review pass.

Key Changes

  • Team Restriction Mode page documenting:
    • Pre-req: only available to users on two or more teams (gated on allTeams.length > 1 in the frontend)
    • Click flow on the team badge, the in-session restriction effect, and how to clear it
    • Role downgrade to Manager while restricted (Admins see a faded Admin badge plus a primary Manager badge with tooltip)
    • Internal automation-role exemption on the backend
    • Limitations: browser-session scope only — programmatic calls (CLI, PAT-based scripts, MCP) don't send the restriction header
    • 403 edge case when the user is removed from the restricted team while the localStorage flag is still set
  • User Profile split into Introduction + Profile + Team Restriction so each concern lives on its own page
  • Team Permissions reference now links to Team Restriction Mode for the admin preview/diagnostics flow, and the permission matrix lists "Use Team Restriction Mode" as available to every role
  • Discover, Theme, View Mode, Product Updates each expanded from a single screenshot into a how-to walkthrough with step images
  • Theme and View Mode restructured into tab groups so each transition (Light → System → Dark cycle, List ↔ Card toggle) is one step with its button and result screenshots side by side
  • In-App Notifications split into Introduction + How-tos (Navigate, Mark as Read, Bulk Mark as Read) + FAQ + API
  • Web Application overview and Top Right Side Menu Getting Started card descriptions and icons refreshed to match the new pages
  • H1 title icons applied across the whole Web Application section — each page now starts with a brick-colored MDI icon (# :material-X:{ .middle style="color: var(--q-brick)" } Title) sourced from the frontend component for that feature; API/FAQ/Navigation pages use the standard card icons; mermaid icon shortcodes were replaced with plain text labels since they don't render inside mermaid blocks
  • Global Search getting-started intro tightened to a single sentence; the page hub keeps the screenshot + cards
  • Keyboard Shortcuts corrected:
    • Removed Ctrl/⌘ + Shift + F (no such binding exists in the frontend; asset results already surface in the same palette as you type)
    • Fixed macOS delete from ⌘ + Del⌘ + Backspace (matches DELETE_KEY constant)
    • Added the missing Agent Q entries: G then Q (Go to Agent Q) and Q (Toggle Agent Q chat)
    • Trimmed Command Palette duplication, dropped the redundant categories TOC, and added a short context line per category table
  • mkdocs.yml updated for the new In-App Notifications and User Profile sub-trees

Pages to Review

Heads-up

  • Adding the icon shortcode to the H1 changes the H1 anchor slug (e.g., #theme no longer exists; the new slug includes the icon shortcode text). H1 anchors are rarely linked externally — the page URL itself opens at the top — but worth knowing.

Out of Scope

  • Additional User Profile sub-pages (Personal Tokens, Preferences, etc.) — tracked separately
  • Sidebar title shortened to "Team Restriction" (optional polish for a follow-up if desired)

Update the Web Application overview and the Top Right Side Menu Getting
Started page so each menu item description matches its new dedicated page
and the card icons reflect the labels used in the product.
…Updates with how-to steps

Replace the single-screenshot pages for each top-right-menu surface with a
walkthrough that covers what each menu item does and the steps to use it,
including the dark/light/system theme toggle, the card/list view switch,
the Product Updates panel, and the Discover resource categories.
…d API pages

Replace the single In-App Notifications page with a dedicated section that
covers the notification panel, the navigation, mark-as-read and bulk
mark-as-read flows, the API endpoints for listing and acknowledging
notifications, and a FAQ. The mkdocs nav is updated to expose the new
sub-pages under Top Right Side Menu.
… Profile section

Add the Team Restriction Mode page covering when the badge is available
(multi-team accounts), how the click flow works, the role downgrade to
Manager while restricted, Internal-role exemption, and the limitations
that apply only to the current browser session.

Split the User Profile entry into Introduction, Profile, and Team
Restriction pages and link from the Team Permissions reference so admins
can find the preview flow from the Settings area.
… duplication

Drop the Ctrl/Cmd + Shift + F shortcut (no binding exists in the
codebase; asset results already surface in the same palette as you
type), fix the macOS delete shortcut from Cmd + Del to Cmd + Backspace
to match the DELETE_KEY constant, and add the missing Agent Q entries
(G then Q to navigate and Q to toggle the chat).

Trim the intro that duplicated the Command Palette page, drop the
redundant categories TOC table, explain the two-key sequence behavior
once at the top, and add a short context line per category table so
readers know where each shortcut is active.
@RafaelOsiro RafaelOsiro added the documentation Improvements or additions to documentation label May 14, 2026
@RafaelOsiro RafaelOsiro self-assigned this May 14, 2026
…tion-mode

# Conflicts:
#	docs/settings/security/team-permissions.md
Apply :material-X: icons in brick color to all H1s in the Web Application
section, using each feature's MDI icon from the frontend. API/FAQ pages use
the standard card icons (api, help-circle-outline). Navigation pages adopt
the compass icon as the new standard.

Refactor view-mode and theme step lists into tab groups: each transition is
one step showing the button click followed by the resulting page. Replace
mermaid icon shortcodes with plain text labels since they do not render
inside mermaid blocks. Tighten the Global Search getting-started intro.
@RafaelOsiro RafaelOsiro marked this pull request as ready for review May 15, 2026 19:18
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greptile-apps Bot commented May 15, 2026

Greptile Summary

This PR documents the new Team Restriction Mode feature, splits the flat In-App Notifications and User Profile pages into dedicated sub-trees, and refreshes the surrounding Top Right Side Menu walkthroughs with step-by-step screenshots. It also corrects three factual errors in Keyboard Shortcuts (removed the non-existent Ctrl/⌘ + Shift + F Asset Search binding, fixed macOS delete key to ⌘ + Backspace, and added the missing Agent Q shortcuts).

  • Team Restriction Mode (team-restriction.md) is a well-written new page covering prerequisites, the apply/clear workflow, Admin role downgrade, browser-scope limitations, and the 403 edge case.
  • In-App Notifications and User Profile are each expanded from a single flat file into a full sub-tree, with the old flat files deleted and mkdocs.yml updated to reflect the new hierarchy — but without the redirect entries needed to preserve old URLs.
  • Keyboard Shortcuts cleanly removes the erroneous shortcut and adds the two Agent Q entries, but leaves a stale cross-reference in command-palette.md.

Confidence Score: 3/5

The documentation content is accurate and well-structured, but two broken-link issues introduced by this PR should be resolved before merging.

Two flat pages were deleted and replaced by sub-directory trees without adding redirect_maps entries, so the old published URLs will 404 immediately after deploy. Additionally, command-palette.md still tells users to look up Asset Search in Keyboard Shortcuts — a shortcut this PR removed. Both issues affect content that readers will actively follow.

mkdocs.yml (missing redirect entries for the two deleted flat pages) and docs/using-the-platform/web-app/global-search/command-palette.md (stale Asset Search note).

Important Files Changed

Filename Overview
mkdocs.yml Nav updated to expand In-App Notifications and User Profile into sub-trees; missing redirect_maps entries for the two deleted flat pages will cause 404s on old URLs.
docs/using-the-platform/web-app/global-search/command-palette.md Heading icon added; the Asset Search note on line 22 still directs users to Keyboard Shortcuts for a shortcut that was removed by this PR, leaving a stale cross-reference.
docs/using-the-platform/web-app/top-right-menu/user-profile/team-restriction.md New page documenting Team Restriction Mode; covers prerequisites, apply/clear workflow, role downgrade for Admins, browser-scope limitations, and the 403 edge case clearly.
docs/using-the-platform/web-app/global-search/keyboard-shortcuts.md Removed non-existent Ctrl/Cmd+Shift+F, fixed macOS delete key to Cmd+Backspace, added Agent Q shortcuts, and trimmed duplicate Command Palette content.
docs/using-the-platform/web-app/top-right-menu/in-app-notifications/introduction.md New section hub for In-App Notifications; clearly describes four notification types and links to all sub-pages.
docs/using-the-platform/web-app/top-right-menu/in-app-notifications/api.md New API reference page covering all five notification endpoints with example requests/responses.
docs/using-the-platform/web-app/top-right-menu/theme.md Expanded from a short description to a full walkthrough with a mermaid cycle diagram and tabbed step-by-step instructions for each theme transition.
docs/settings/security/teams/team-permissions/overview.md Added a tip callout linking to Team Restriction Mode for Admin diagnostics; the link path is correct and the prose is accurate.

Flowchart

%%{init: {'theme': 'neutral'}}%%
flowchart TD
    subgraph OLD["Before this PR"]
        A["in-app-notifications.md flat"]
        B["user-profile.md flat"]
    end
    subgraph NEW["After this PR"]
        subgraph IAN["In-App Notifications sub-tree"]
            C["introduction.md"]
            D["how-tos/navigate.md"]
            E["how-tos/mark-as-read.md"]
            F["how-tos/bulk-mark-as-read.md"]
            G["faq.md"]
            H["api.md"]
        end
        subgraph UP["User Profile sub-tree"]
            I["introduction.md"]
            J["profile.md"]
            K["team-restriction.md NEW"]
        end
    end
    A -- "deleted, no redirect" --> C
    B -- "deleted, no redirect" --> I
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Comments Outside Diff (1)

  1. docs/using-the-platform/web-app/global-search/command-palette.md, line 22-23 (link)

    P1 Stale "Asset Search" note after shortcut removal

    This note tells users to "See Keyboard Shortcuts for the dedicated shortcut and walkthrough" for Asset Search. However, this PR removed the Ctrl/⌘ + Shift + F (Asset Search) shortcut from keyboard-shortcuts.md entirely on the grounds that "asset results already surface in the same palette as you type." The note should be updated to reflect that behavior — either removing it, or replacing it with an explanation that asset results appear inline as you type in the Command Palette.

Reviews (1): Last reviewed commit: "docs(web-app): add title icons and refac..." | Re-trigger Greptile

Comment thread mkdocs.yml
Comment on lines 36 to 55
- App Navigation: using-the-platform/web-app/app-navigation.md
- Top Right Side Menu:
- Getting Started: using-the-platform/web-app/top-right-menu/getting-started.md
- In-App Notifications: using-the-platform/web-app/top-right-menu/in-app-notifications.md
- In-App Notifications:
- Introduction: using-the-platform/web-app/top-right-menu/in-app-notifications/introduction.md
- How-tos:
- Navigate: using-the-platform/web-app/top-right-menu/in-app-notifications/how-tos/navigate.md
- Mark as Read: using-the-platform/web-app/top-right-menu/in-app-notifications/how-tos/mark-as-read.md
- Bulk Mark as Read: using-the-platform/web-app/top-right-menu/in-app-notifications/how-tos/bulk-mark-as-read.md
- FAQ: using-the-platform/web-app/top-right-menu/in-app-notifications/faq.md
- API: using-the-platform/web-app/top-right-menu/in-app-notifications/api.md
- Discover: using-the-platform/web-app/top-right-menu/discover.md
- Theme: using-the-platform/web-app/top-right-menu/theme.md
- View Mode: using-the-platform/web-app/top-right-menu/view-mode.md
- Product Updates: using-the-platform/web-app/top-right-menu/product-updates.md
- User Profile: using-the-platform/web-app/top-right-menu/user-profile.md
- User Profile:
- Introduction: using-the-platform/web-app/top-right-menu/user-profile/introduction.md
- Profile: using-the-platform/web-app/top-right-menu/user-profile/profile.md
- Team Restriction: using-the-platform/web-app/top-right-menu/user-profile/team-restriction.md
- Global Search:
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P1 Missing redirects for deleted flat pages

Both in-app-notifications.md and user-profile.md have been deleted and replaced by sub-directory trees, but no redirect_maps entries were added for the old URLs. Any external link, search-engine result, or bookmark pointing to .../top-right-menu/in-app-notifications or .../top-right-menu/user-profile will now return a 404. Every previous restructure in this repo has followed the pattern of adding an entry to the redirect_maps block — e.g., 'anomalies/anomalies.md': 'anomalies/overview.md' and dozens of others. Two entries are needed:

  • 'using-the-platform/web-app/top-right-menu/in-app-notifications.md': 'using-the-platform/web-app/top-right-menu/in-app-notifications/introduction.md'
  • 'using-the-platform/web-app/top-right-menu/user-profile.md': 'using-the-platform/web-app/top-right-menu/user-profile/introduction.md'

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