---
sidebar_position: 5
title: Manage Teams
---

# 👥 Teams Management in OpenSign

The **Teams** feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration.

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## 🧭 How to Access the Teams Page

1. Log in to your OpenSign account.
2. In the left-hand sidebar, navigate to **Settings → Teams**.
  
<img width="436" alt="Navigate-to-Teams" src="https://github.com/user-attachments/assets/2e292fc2-83b9-41b4-b133-451286744547"></img> 

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## 📋 Teams Overview

On the Teams page, you'll see a list of all existing teams. Each row includes:

| Column         | Description                                                                  |
|----------------|------------------------------------------------------------------------------|
| **Sr. No**     | Serial number of the team in the list.                                       |
| **Name**       | The name of the team.                                                        |
| **Parent Team**| The parent team this team belongs to (useful for hierarchical grouping).     |
| **Active**     | Toggle to activate or deactivate the team.                                   |
| **Edit**       | Click the pencil icon to edit the team name or parent team.                  |

- 🟢 **Active** teams are currently usable across OpenSign modules.  
- ⚪ **Inactive** teams are hidden from functional views but not deleted.

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## ➕ Adding a New Team

To create a new team:

1. Click the **➕ Add Team** button at the top-right of the page.
2. A modal will appear titled **Add Team**.

**Fill in the following details:**

- **Name** (Required): Enter a name for the new team.
- **Parent Team**: Choose a parent group (default is **All Users**).

<img width="436" alt="add team" src="https://github.com/user-attachments/assets/74c042b1-2c31-4d00-81f4-0abeaf0c985c"></img> 

3. Click **Submit** to create the team or **Reset** to clear the form.

> 📝 **Tip:** Use parent teams to build a team hierarchy — for example, placing _Marketing_ under _HR_.

<img width="436" alt="New team" src="https://github.com/user-attachments/assets/7f69afeb-c96e-46d4-b5ee-5af9dd656d2a"></img>

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## 🖊️ Editing an Existing Team

To edit a team:

1. Click the **pencil icon** next to the team name.
2. Modify the team name or parent group.
3. Save the changes.

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## 🌐 Where You Can Use the Teams

1. **Active teams** are available when creating new users — you can select a team from the dropdown and add multiple users under one team.

<img width="436" alt="create new user" src="https://github.com/user-attachments/assets/3aea0ff3-5aa2-416c-b6cc-7148e7d694e6"></img>

2. You can also **share templates** with teams. Once a template is shared with a team, **all users in that team can access the template**.

<img width="436" alt="Share template" src="https://github.com/user-attachments/assets/22ddde66-7cd9-4e4b-a012-8e1e72043d20"></img>
<img width="436" alt="Share template with team" src="https://github.com/user-attachments/assets/534556ce-1641-44c1-a794-54033ca01376"></img>

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## 🚫 Deactivating a Team

To deactivate a team, toggle the **Active** switch off. This will:

- Prevent users in this team from logging into their OpenSign accounts.
- Hide the team from the **Teams dropdown** when adding new users.
- Prevent template sharing with deactivated teams.
- Preserve team data for future reactivation and audit purposes.

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## ℹ️ Notes

- The **All Users** team is the default root and **cannot be deleted**.
- **Deactivated teams** can be re-enabled anytime using the toggle.
- Only users with **administrative privileges** can access and manage the Teams page.

If you require more help, feel free to reach out to our customer support at **support@opensignlabs.com**.

**Happy signing with OpenSign™!**
