diff --git a/docs/docs/help/Settings/manage-users.md b/docs/docs/help/Settings/manage-users.md index 135b511c3..6043c8bb8 100644 --- a/docs/docs/help/Settings/manage-users.md +++ b/docs/docs/help/Settings/manage-users.md @@ -1,52 +1,129 @@ --- -sidebar_position: 5 +sidebar_position: 6 title: Manage users --- -# User Management +# πŸ‘€ 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). - -![image](https://github.com/user-attachments/assets/d8c3c94e-842d-4f97-bfbc-8a63fc8d62c3) - -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. +> βœ… 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 β†’ Users**. + +Navigate-to-Api-token + +A list of existing users will be displayed. + +--- + +## βž• Adding a New User + +To add a new user: + +1. **Click the βž• Add User Button** + +2. **Fill in the User Information** + + | Field | Required | Description | + |--------------|----------|-----------------------------------------------------------------------------------------------------------------------------------------------------------| + | **Name** | βœ… Yes | Enter the user's full name. | + | **Email** | βœ… Yes | Enter a valid email address. | + | **Password** | βœ… 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** | βœ… Yes | Select the team the user belongs to from the dropdown.
_Note: Teams must be created beforehand under **Settings β†’ Teams** (available in Teams & Enterprise plans)._ | + | **Role** | βœ… 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. | + +Add-user-form + +3. **Submit or Cancel** + - Click **Submit** to create the user. + - Click **Cancel** to exit without saving. + +> πŸ”’ **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. + +Password-reset-info + +--- + +## πŸ” 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. + +--- + +## πŸ” Permissions by Role + +| Role | Manage Users | Create Templates | Share Templates with Teams | Use Templates | +|-------------|---------------|------------------|-----------------------------|---------------| +| **OrgAdmin** | βœ… Yes | βœ… Yes | βœ… Yes | βœ… Yes | +| **Editor** | ❌ No | βœ… Yes | βœ… Yes | βœ… Yes | +| **User** | ❌ No | βœ… Yes | ❌ No | βœ… Yes | + +--- + +## πŸ‘₯ 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. + +buy-more-seats + +7. Once you’ve purchased additional seats, click the **"+" Add User** button to create the new user. + +> πŸ’‘ **Tip:** You can also purchase additional seats in advance to avoid interruptions during user onboarding. + +--- + +### πŸ”’ Understanding "Available Seats" + +At the bottom-right of the **Users** page, you’ll see the **Available seats** status. + +seat-availability + +**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. + +--- + +## πŸ“£ 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) +- πŸ“˜ [Facebook](https://www.facebook.com/profile.php?id=61551030403669) +- πŸ’Ό [LinkedIn](https://www.linkedin.com/company/opensignhq/) +- πŸ“Ί [YouTube](https://www.youtube.com/@opensignhq) + +--- + +Happy signing with **OpenSignβ„’**!