From 0bdd9f0ec551750e524841a45ce422bda227f63c Mon Sep 17 00:00:00 2001 From: Carlos Virreira Date: Mon, 17 Aug 2026 10:20:10 +0200 Subject: [PATCH 1/2] content: custody visibility reaches detail pages and the Companion app MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Triggered by shelf.nu #2852, the follow-up to #2840. Documents that the custody visibility setting now covers asset and kit detail pages, three Companion endpoints, booking-derived custodians on checked-out items, and the quantity-custody picker seed — and that a person's own custody stays visible throughout. --- ...at-self-service-and-base-users-can-see.mdx | 5 ++++- ...stody-visibility-reaches-every-surface.mdx | 20 +++++++++++++++++++ 2 files changed, 24 insertions(+), 1 deletion(-) create mode 100644 content/updates/custody-visibility-reaches-every-surface.mdx diff --git a/content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx b/content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx index 72237d6..bc11efe 100644 --- a/content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx +++ b/content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx @@ -3,7 +3,7 @@ title: "Configure What Self Service and Base Users Can See" description: "Administrators can customize permission settings in Shelf to control what Self Service and Base users can see regarding custody and booking information for assets, allowing for precise control over team member access." category: "Bookings & Custody" date: "2024-06-01" -updated: "2026-08-14" +updated: "2026-08-17" layout: "knowledge-base" --- @@ -50,6 +50,9 @@ Both settings govern **what a person can see**. Neither one changes what they ar - **Searching a picker never widens it.** Typing into a custodian or booking dropdown searches inside what that person is already allowed to see. It cannot surface a name or a booking the list would not have shown on its own, and email addresses are never part of what a search returns. - **Booking visibility does not grant editing.** Seeing other people's bookings is not the same as being able to change them. A Self-service or Base user still acts only on their own. - **The custody restriction is not just the badge.** With custody visibility off, the custodian's name and email are withheld from the page data itself rather than hidden in the display, and the custodian filter is refused rather than answered. That holds everywhere the filter can be applied, including **Select all** and the bulk actions and QR label downloads that run on a selection, so a filtered list cannot be used to work out who holds what. Administrators and Owners are unaffected and keep the filter. +- **It reaches every surface, not just the lists.** The same rule applies on an individual asset's page and a kit's page, in the [Shelf Companion](/mobile-app) app on the asset list, the kit list and a kit's detail screen, and in the custodian picker a quantity-tracked asset offers. Opening one item at a time gets a Self-service or Base user no further than the index does. +- **A checked-out item's holder is covered too.** When an asset is out on a booking it has no custodian in the usual sense — the person responsible is the booking's custodian, which Shelf shows in the same place. That name follows the same rule, so turning custody visibility off does not leave it readable on checked-out gear. +- **Your own custody is always yours to see.** Every one of these surfaces still shows a person their own holdings, including on a kit whose other members are held by colleagues. The restriction hides other people, never the item in your own hands. ## Why This Matters diff --git a/content/updates/custody-visibility-reaches-every-surface.mdx b/content/updates/custody-visibility-reaches-every-surface.mdx new file mode 100644 index 0000000..5b4065c --- /dev/null +++ b/content/updates/custody-visibility-reaches-every-surface.mdx @@ -0,0 +1,20 @@ +--- +title: "Custody Visibility Now Holds on Detail Pages and in the Companion App" +description: "The workspace setting that hides other people's custody from Self-service and Base users now applies on asset and kit pages, on mobile, and to the holder of a checked-out item." +date: "2026-08-17" +readMoreUrl: "/knowledge-base/configure-what-self-service-and-base-users-can-see#what-the-toggles-never-reach" +layout: "update" +--- + +**Custody visibility**, in **Settings ▸ Workspace ▸ Permissions**, decides whether Self-service and Base users can see who is holding equipment they are not involved with. It is off by default. + +The setting now covers every place a custodian's name can appear, rather than the lists alone: + +- **Asset and kit pages.** Opening one item at a time shows the same **Private** treatment the index does. +- **The [Shelf Companion](/mobile-app) app.** The asset list, the kit list and a kit's detail screen follow the setting, matching the asset detail screen that already did. +- **Checked-out gear.** An item out on a booking has no custodian in the usual sense — the person responsible is the booking's custodian, shown in the same place on the page. That name follows the setting too. +- **The custodian picker on quantity-tracked assets.** It now offers the same people the search behind it already offered, rather than seeding from the full team list. + +**Your own custody is never hidden.** On every one of these surfaces a person still sees what they are holding, including inside a kit whose other members are held by colleagues. The setting hides other people, not the item in your own hands. + +Administrators and Owners are unaffected and continue to see everything. Nothing changes for a workspace that has custody visibility switched on. From 71e4fce96bbea493f05f24546f2254c1b2cb3940 Mon Sep 17 00:00:00 2001 From: Carlos Virreira Date: Tue, 18 Aug 2026 17:23:35 +0200 Subject: [PATCH 2/2] content: name the two custodian controls distinctly (CodeRabbit) The article used 'custodian picker' for both the Assign custody dropdown on an individually-tracked asset and the team-member list inside the Assign Quantity Custody dialog. Names verified against quantity-custody-dialog.tsx (AlertDialogTitle 'Assign Quantity Custody', 'Select a team member') and assets.$assetId.overview.assign-custody.tsx (meta title 'Assign custody'). --- .../configure-what-self-service-and-base-users-can-see.mdx | 4 ++-- content/updates/custody-visibility-reaches-every-surface.mdx | 2 +- 2 files changed, 3 insertions(+), 3 deletions(-) diff --git a/content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx b/content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx index bc11efe..75c51b3 100644 --- a/content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx +++ b/content/knowledge-base/configure-what-self-service-and-base-users-can-see.mdx @@ -45,12 +45,12 @@ This feature has been carefully designed to handle special cases: Both settings govern **what a person can see**. Neither one changes what they are allowed to do, and the two are easy to conflate because they meet in the same dropdown. -- **Custody visibility opens the custodian filter, not the custodian picker.** With it on, a Self-service or Base user can see who holds what and filter a list by custodian. Who they can hand an asset *to* is still set by their role: a Self-service user can only take custody themselves, and a Base user cannot assign asset custody at all, so that picker comes back empty for them. Turning the toggle on does not add a single name to either list. +- **Custody visibility opens the custodian filter, not the Assign custody dropdown.** With it on, a Self-service or Base user can see who holds what and filter a list by custodian. Who they can hand an asset *to* is still set by their role: a Self-service user can only take custody themselves, and a Base user cannot assign asset custody at all, so the **Assign custody** dropdown comes back empty for them. Turning the toggle on does not add a single name to either list. - **A booking's custodian is not asset custody.** Base and Self-service users can name themselves as the custodian on a booking they create, which is how a booking request works, even though neither can be handed custody of an asset by themselves. Administrators and Owners see everyone in all three lists. - **Searching a picker never widens it.** Typing into a custodian or booking dropdown searches inside what that person is already allowed to see. It cannot surface a name or a booking the list would not have shown on its own, and email addresses are never part of what a search returns. - **Booking visibility does not grant editing.** Seeing other people's bookings is not the same as being able to change them. A Self-service or Base user still acts only on their own. - **The custody restriction is not just the badge.** With custody visibility off, the custodian's name and email are withheld from the page data itself rather than hidden in the display, and the custodian filter is refused rather than answered. That holds everywhere the filter can be applied, including **Select all** and the bulk actions and QR label downloads that run on a selection, so a filtered list cannot be used to work out who holds what. Administrators and Owners are unaffected and keep the filter. -- **It reaches every surface, not just the lists.** The same rule applies on an individual asset's page and a kit's page, in the [Shelf Companion](/mobile-app) app on the asset list, the kit list and a kit's detail screen, and in the custodian picker a quantity-tracked asset offers. Opening one item at a time gets a Self-service or Base user no further than the index does. +- **It reaches every surface, not just the lists.** The same rule applies on an individual asset's page and a kit's page, in the [Shelf Companion](/mobile-app) app on the asset list, the kit list and a kit's detail screen, and in the team-member list inside the **Assign Quantity Custody** dialog on a quantity-tracked asset. Opening one item at a time gets a Self-service or Base user no further than the index does. - **A checked-out item's holder is covered too.** When an asset is out on a booking it has no custodian in the usual sense — the person responsible is the booking's custodian, which Shelf shows in the same place. That name follows the same rule, so turning custody visibility off does not leave it readable on checked-out gear. - **Your own custody is always yours to see.** Every one of these surfaces still shows a person their own holdings, including on a kit whose other members are held by colleagues. The restriction hides other people, never the item in your own hands. diff --git a/content/updates/custody-visibility-reaches-every-surface.mdx b/content/updates/custody-visibility-reaches-every-surface.mdx index 5b4065c..d00a99d 100644 --- a/content/updates/custody-visibility-reaches-every-surface.mdx +++ b/content/updates/custody-visibility-reaches-every-surface.mdx @@ -13,7 +13,7 @@ The setting now covers every place a custodian's name can appear, rather than th - **Asset and kit pages.** Opening one item at a time shows the same **Private** treatment the index does. - **The [Shelf Companion](/mobile-app) app.** The asset list, the kit list and a kit's detail screen follow the setting, matching the asset detail screen that already did. - **Checked-out gear.** An item out on a booking has no custodian in the usual sense — the person responsible is the booking's custodian, shown in the same place on the page. That name follows the setting too. -- **The custodian picker on quantity-tracked assets.** It now offers the same people the search behind it already offered, rather than seeding from the full team list. +- **The Assign Quantity Custody dialog on quantity-tracked assets.** Its team-member list now opens on the same people its search already returned, so it lists only who this user is eligible to hand units to instead of seeding from the full team. **Your own custody is never hidden.** On every one of these surfaces a person still sees what they are holding, including inside a kit whose other members are held by colleagues. The setting hides other people, not the item in your own hands.