help: Document "Import your settings" feature.

Adds a new page titled "Import your settings" in the "Account basics"
section to document how to import user settings from an existing Zulip
account to a new Zulip account, and which settings will be imported.

Adds a question mark (?) icon linking to this help page from the
registration form when the import settings option is available.

Adds cross-links on related articles.

Fixes: #20918.
This commit is contained in:
David Rosa 2022-08-23 01:01:04 -04:00 committed by Tim Abbott
parent 02eec29433
commit b00c030791
7 changed files with 56 additions and 1 deletions

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@ -0,0 +1,39 @@
# Import your settings
When you create a Zulip account using an email address already associated with
an account in another Zulip organization, on Zulip Cloud or the same self-hosted
Zulip installation, you can import your user settings from an existing account.
It's a convenient way to preserve the user settings that you've already customized.
!!! tip ""
Settings that may not apply to all organizations, such as custom profile
fields, will not be imported.
The import will include your:
- [Name and avatar](/#settings/profile)
- [Privacy settings](/#settings/account-and-privacy)
- [Display settings](/#settings/display-settings)
- [Notification settings](/#settings/notifications)
- Tutorial completion status.
### Import your settings
{start_tabs}
1. Follow the instructions for [joining a Zulip organization](/help/join-a-zulip-organization).
1. From the dropdown list under **Import settings from an existing Zulip account**,
select the account from which you would like to import your settings.
1. Complete the registration form, and click **Sign up**.
1. _(recommended)_ [Review your settings](/help/review-your-settings).
{end_tabs}
## Related articles
* [Joining a Zulip organization](/help/join-a-zulip-organization)
* [Review your settings](/help/review-your-settings)

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@ -40,6 +40,7 @@
* [Logging in](/help/logging-in)
* [Logging out](/help/logging-out)
* [Switching between organizations](/help/switching-between-organizations)
* [Import your settings](/help/import-your-settings)
* [Deactivate your account](/help/deactivate-your-account)
## Display settings

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@ -97,5 +97,6 @@ for invitations for the organization owners role.
* [Configure default new user settings](/help/configure-default-new-user-settings)
* [Configure organization language for automated messages and invitation emails][org-lang]
* [Roles and permissions](/help/roles-and-permissions)
* [Joining a Zulip organization](/help/join-a-zulip-organization)
[org-lang]: /help/configure-organization-language

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@ -53,3 +53,10 @@ link via another method.
these instructions may not apply. Try going to your company's Zulip URL
to see if there are instructions there; otherwise contact your manager
or IT department for company-specific instructions.
## Related articles
* [Invite new users](/help/invite-new-users)
* [Switching between organizations](/help/switching-between-organizations)
* [Import your settings](/help/import-your-settings)

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@ -23,3 +23,7 @@ you use Zulip.
1. Click on the **Display settings** tab on the left.
{end_tabs}
## Related articles
* [Import your settings](/help/import-your-settings)

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@ -33,3 +33,4 @@ an organization from the **Window** menu in the top menu bar.
* [Logging out](logging-out)
* [Deactivate your account](deactivate-your-account)
* [Create your organization profile](create-your-organization-profile)
* [Joining a Zulip organization](/help/join-a-zulip-organization)

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@ -119,7 +119,9 @@ Form is validated both client-side using jquery-validation (see signup.js) and s
{% if accounts %}
<div class="input-box">
<label for="source_realm_id" class="inline-block">{{ _('Import settings from existing Zulip account') }}</label>
<label for="source_realm_id" class="inline-block">{{ _('Import settings from existing Zulip account') }}
<a href="{{ root_domain_uri }}/help/import-your-settings"><i class="fa fa-question-circle"></i></a>
</label>
</div>
<div id="source_realm_select_section" class="input-group m-10 inline-block">
<select class="select" name="source_realm_id" id="source_realm_select">