mirror of
https://github.com/OpenSignLabs/OpenSign.git
synced 2026-08-29 11:19:41 +02:00
Update manage-users.md
updated the manage user page content.
This commit is contained in:
pravin
@@ -1,52 +1,129 @@
|
||||
---
|
||||
sidebar_position: 5
|
||||
sidebar_position: 6
|
||||
title: Manage users
|
||||
---
|
||||
|
||||
# User Management
|
||||
# 👤 User Management
|
||||
|
||||
The **User Management** feature allows administrators to add, edit, and manage users within the OpenSign application. This feature is available on self-hosted, teams, and enterprise plans. Only users with "Admin" & "OrgAdmin" role are allowed to manage users.
|
||||
The **User Management** feature in OpenSign allows administrators to add, edit, and manage users within the platform. This functionality is available on **Self-Hosted**, **Teams**, and **Enterprise** plans.
|
||||
|
||||
## Accessing User Management
|
||||
|
||||
1. **Navigate to User management**
|
||||
- Go to the **Menu**.
|
||||
- Select **Settings**.
|
||||
- Click on **Users**.
|
||||
- A list of existing users will be displayed.
|
||||
|
||||
## Adding a New User
|
||||
|
||||
To add a new user:
|
||||
|
||||
1. **Click the "+" Button**
|
||||
- Located in the upper right corner of the user list.
|
||||
|
||||
2. **Fill in the User Information**
|
||||
- **Name** (required): Enter the user's full name.
|
||||
- **Email** (required): Enter the user's email address.
|
||||
- **Password**: A password is generated automatically. Copy it as it will only be displayed once.
|
||||
- **Phone** (optional): Enter the user's phone number.
|
||||
- **Team** (required): Select the team the user belongs to from the dropdown. Teams can be created only on the Teams & Enterprise plans.
|
||||
- **Role** (required): Select the user's role from the dropdown - OrgAdmin(Has all permissions including user management), Editor(Has all permissions other than user management like creating & sharing templates with teams, User(cannot manager users & cannot share templates with teams but can use templates features for themselves).
|
||||
|
||||
|
||||
|
||||
3. **Submit or Cancel**
|
||||
- Click **Submit** to add the user.
|
||||
- Click **Cancel** to discard the changes.
|
||||
|
||||
## Managing User Status
|
||||
|
||||
- **Toggling Active Status**
|
||||
- Use the "active" switch next to each user to enable or disable their account.
|
||||
> ✅ Only users with the roles **Admin** or **OrgAdmin** have permission to access and manage users.
|
||||
|
||||
---
|
||||
|
||||
For more information, visit our social media channels:
|
||||
- [Twitter](https://twitter.com/OpenSignHQ)
|
||||
- [Website](http://www.opensignlabs.com)
|
||||
- [Facebook](https://www.facebook.com/profile.php?id=61551030403669)
|
||||
- [LinkedIn](https://www.linkedin.com/company/opensignhq/)
|
||||
- [YouTube](https://www.youtube.com/@opensignhq)
|
||||
## 🧭 Accessing User Management
|
||||
|
||||
To access the user management panel:
|
||||
|
||||
1. Log in to your OpenSign account.
|
||||
2. In the left-hand sidebar, navigate to **Settings → Users**.
|
||||
|
||||
<img width="436" alt="Navigate-to-Api-token" src="https://github.com/user-attachments/assets/9f34201c-fda7-406b-9a78-49a5459269cd"></img>
|
||||
|
||||
A list of existing users will be displayed.
|
||||
|
||||
---
|
||||
|
||||
## ➕ Adding a New User
|
||||
|
||||
To add a new user:
|
||||
|
||||
1. **Click the ➕ Add User Button**
|
||||
|
||||
2. **Fill in the User Information**
|
||||
|
||||
| Field | Required | Description |
|
||||
|--------------|----------|-----------------------------------------------------------------------------------------------------------------------------------------------------------|
|
||||
| **Name** | ✅ Yes | Enter the user's full name. |
|
||||
| **Email** | ✅ Yes | Enter a valid email address. |
|
||||
| **Password** | ✅ Yes | The system auto-generates a password. **Copy it immediately** as it will be shown only once. |
|
||||
| **Phone** | ❌ No | (Optional) Enter the user’s phone number. |
|
||||
| **Team** | ✅ Yes | Select the team the user belongs to from the dropdown.<br>_Note: Teams must be created beforehand under **Settings → Teams** (available in Teams & Enterprise plans)._ |
|
||||
| **Role** | ✅ Yes | Choose one of the following roles: |
|
||||
| | | - **OrgAdmin**: Full access, including user and team management. |
|
||||
| | | - **Editor**: Can create and share templates but **cannot manage users**. |
|
||||
| | | - **User**: Can use templates for signing but **cannot share** them or manage users. |
|
||||
|
||||
<img width="436" alt="Add-user-form" src="https://github.com/user-attachments/assets/c176dd4f-257d-42e2-be7f-a05a1f7e4094"></img>
|
||||
|
||||
3. **Submit or Cancel**
|
||||
- Click **Submit** to create the user.
|
||||
- Click **Cancel** to exit without saving.
|
||||
|
||||
> 🔒 **Note:** Once a user is created, the password will not be visible again. If needed, you can use the **"Forgot Password"** option on the login page to reset it.
|
||||
|
||||
<img width="436" alt="Password-reset-info" src="https://github.com/user-attachments/assets/647c40d8-061d-4e0a-b62c-302296e83493"></img>
|
||||
|
||||
---
|
||||
|
||||
## 🔁 Managing User Status
|
||||
|
||||
- **Activate/Deactivate Users**
|
||||
- Use the toggle in the **Active** column to enable or disable a user’s account.
|
||||
- **Deactivated users** will not be able to log in to OpenSign until reactivated.
|
||||
|
||||
---
|
||||
|
||||
## 🔐 Permissions by Role
|
||||
|
||||
| Role | Manage Users | Create Templates | Share Templates with Teams | Use Templates |
|
||||
|-------------|---------------|------------------|-----------------------------|---------------|
|
||||
| **OrgAdmin** | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
|
||||
| **Editor** | ❌ No | ✅ Yes | ✅ Yes | ✅ Yes |
|
||||
| **User** | ❌ No | ✅ Yes | ❌ No | ✅ Yes |
|
||||
|
||||
---
|
||||
|
||||
## 👥 Buy More Users (Buy Additional Seats)
|
||||
|
||||
OpenSign allows you to create users based on the number of seats included in your selected plan. For example, if your current plan includes **2 users**, you can only create **2 users** by default. To add a **third user**, you must **purchase additional seats**.
|
||||
|
||||
### Steps to Buy More Users
|
||||
|
||||
1. **Click "Buy more users"**
|
||||
2. A popup titled **Add Seats** will appear.
|
||||
3. **Enter Quantity** – specify how many additional users (seats) you want to purchase.
|
||||
4. The **cost** will be calculated automatically based on your plan rate (e.g., USD 100 per user).
|
||||
5. Click the **Proceed** button to finalize the purchase.
|
||||
6. The seats will be **immediately added** to your account.
|
||||
|
||||
<img width="436" alt="buy-more-seats" src="https://github.com/user-attachments/assets/2e093a64-1b75-4543-b4c4-1186d4c02b09"></img>
|
||||
|
||||
7. Once you’ve purchased additional seats, click the **"+" Add User** button to create the new user.
|
||||
|
||||
> 💡 **Tip:** You can also purchase additional seats in advance to avoid interruptions during user onboarding.
|
||||
|
||||
---
|
||||
|
||||
### 🔢 Understanding "Available Seats"
|
||||
|
||||
At the bottom-right of the **Users** page, you’ll see the **Available seats** status.
|
||||
|
||||
<img width="436" alt="seat-availability" src="https://github.com/user-attachments/assets/37c2a5c7-0d4b-4bd2-8fb1-11def9e65b42"></img>
|
||||
|
||||
**Example:**
|
||||
`Available seats: 2/3`
|
||||
|
||||
This means:
|
||||
- **2 seats** are currently available for creating new users.
|
||||
- **3** is the **total number of user seats** your organization has purchased.
|
||||
|
||||
If the available seats count is **0**, you must **buy more seats** before adding new users.
|
||||
|
||||
---
|
||||
|
||||
## 📣 Need Help?
|
||||
|
||||
If you need further assistance, feel free to reach out to our customer support at **support@opensignlabs.com**.
|
||||
|
||||
For more support and updates, follow us on:
|
||||
|
||||
- 🌐 [Website](http://www.opensignlabs.com)
|
||||
- 🐦 [Twitter](https://twitter.com/OpenSignHQ)
|
||||
- 📘 [Facebook](https://www.facebook.com/profile.php?id=61551030403669)
|
||||
- 💼 [LinkedIn](https://www.linkedin.com/company/opensignhq/)
|
||||
- 📺 [YouTube](https://www.youtube.com/@opensignhq)
|
||||
|
||||
---
|
||||
|
||||
Happy signing with **OpenSign™**!
|
||||
|
||||
Reference in New Issue
Block a user