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🏢 Organizations

The Organizations section in OpenSign allows administrators to create and manage separate groups within a Team or Enterprise account.
Each organization acts as an independent workspace with its own users, teams, templates, and signing workflows.

🧩 What Are Organizations in OpenSign?​

An Organization represents a distinct sub-account under your main (team or enterprise) OpenSign account.
Organizations are completely isolated from each other — meaning:

  • Teams and users from one organization cannot view or access teams, documents, or users from another organization.
  • Each organization functions as its own secure workspace within your overall account.
  • You can manage multiple organizations from a single admin console, ensuring centralized control.

💼 Example Use Case​

If your company manages multiple clients or departments, each with its own teams and sub-users, the Organizations feature is perfect for you.

For example:

  • An agency can create individual sub-accounts for each client (Client A, Client B, etc.).
  • Each client’s team members and workflows remain private and independent.
  • The main admin (enterprise account holder) retains full control and visibility from the console.

💰 Billing: All organizations under the same account are billed centrally by the primary account holder.
This ensures simplified management and unified subscription handling.

🚀 How to Set Up Organizations in OpenSign​

  1. Log in to your OpenSign account using an Admin account.
  2. Click on your profile menu (top-right corner) and select Console.
  3. Once the Console app opens, navigate to the left sidebar and expand the Teams menu.
  4. Click on Organizations.
  5. The Organizations Management panel will appear, displaying a list of existing organizations and the option to add new ones.

🔒 Note: The Console and Organizations pages are accessible only to Admin users.
Regular users will not see this option in their menu.

➕ Add a New Organization​

To create a new organization:

  1. Click the ➕ (Add) icon at the top-right corner of the Organizations panel.
  2. In the Add Organization popup:
    • Name — Enter the name of your organization. (Required)
  3. Click Submit to save or Reset to clear the input.

💡 Tip: Use clear and descriptive names (e.g., Client Alpha, Marketing Division, PS Inc.)
for easier management and reporting.

⚙️ Manage Organizations​

The Organizations table lists all existing organizations with the following details:

  • Sr.No — Serial number of the organization.
  • Name — The registered name of the organization.
  • IsActive — Toggle to activate or deactivate the organization.

⚠️ Note: Deactivating an organization disables all its associated users and workflows until it is reactivated.

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

Happy signing with OpenSign™!