From 162e07bacc3aabbc7bae90f3a3e805cb9e4f10c7 Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 3 Nov 2025 20:08:59 +0530 Subject: [PATCH] Create orgadmin.md added the new help text for manage orgadmin page. --- docs/docs/help/User Menu/Console/orgadmin.md | 106 +++++++++++++++++++ 1 file changed, 106 insertions(+) create mode 100644 docs/docs/help/User Menu/Console/orgadmin.md diff --git a/docs/docs/help/User Menu/Console/orgadmin.md b/docs/docs/help/User Menu/Console/orgadmin.md new file mode 100644 index 000000000..c1b934de2 --- /dev/null +++ b/docs/docs/help/User Menu/Console/orgadmin.md @@ -0,0 +1,106 @@ +--- +sidebar_position: 8 +title: Org Admins +--- + +# 👥 Org Admins + +The **Org Admins** section allows administrators to manage organization-level admin users within **OpenSign**. +Org Admins are responsible for managing users, templates, and signing workflows for their assigned organizations. + +--- + +## 🚀 How to Access the Org Admins Page + +1. Log in to your **OpenSign** account using an **Admin account**. +2. Click on your **profile menu** (top-right corner) and select **Console**. +3. From the **left sidebar**, expand the **Teams** menu. +4. Click on **Org Admins**. + +You’ll now see the **Org Admins Management Panel**, which displays all existing organization admins and seat usage. + +> 🔒 **Note:** The **Org Admins** page is accessible only to **Admin users**. Regular users will not see this option in their menu. + +--- + +## 🧾 Org Admins Overview + +The **Org Admins** table lists all organization admins along with their key details: + +- **Sr.No** — Serial number. +- **Name** — Full name of the Org Admin. +- **Email** — Registered email address. +- **Organization** — Associated organization. +- **IsActive** — Toggle to activate or deactivate an Org Admin. +- **🗑️ Delete** — Remove an Org Admin permanently. + +> ⚠️ **Caution:** Deactivating an Org Admin restricts their access without deleting their data. +> Deleting permanently removes their access and data cannot be recovered. + +--- + +## 🪙 Available Seats + +At the bottom-right corner of the Org Admins page, you will find the **Available Seats** indicator. + + +- **Example:** `Available seats: 2/5 + - **2** — Indicates the number of seats currently in use. + - **5** — Represents the total number of seats purchased. + +This helps you monitor how many Org Admin accounts can still be added under your current subscription. + +> 💡 **Tip:** Once all available seats are used, you can purchase additional seats using the **Buy more users** option. + +--- + +## ➕ Add a New Org Admin + +To create a new organization admin: + +1. Click the **➕ (Add)** icon at the top-right corner of the Org Admins page. +2. The **Add User** popup will appear. + +### 🧩 Add User Fields + +- **Name** — Enter the Org Admin’s full name (Required). +- **Email** — Enter a valid email address (Required). +- **Password** — A random password will be auto-generated. + - ⚠️ Copy and share it securely with the user — it will not be visible again. +- **Phone** — Optional field. +- **Organization** — Select the organization this user belongs to. +- **Remaining Users** — Displays how many more admins can be added under your available seats. + +Click **Submit** to create the Org Admin. + +--- + +## 💳 Buy More Users (Add Seats) + +If you’ve reached your seat limit, you can buy more user seats to add additional Org Admins. + +1. Click on **Buy more users ➕** located at the top-right of the Org Admins page. +2. The **Add Seats** popup will appear. + + +### 🧾 Add Seats Fields + +- **Quantity of users** — Enter the number of additional seats you want to purchase. *(Required)* +- **Price** — Automatically calculated based on the number of users selected (e.g., `1 * 20 = $ 20`). + +Click **Proceed** to continue with the purchase. + +### 💬 Help Text for Add Seats Popup + +> - The price updates automatically based on the number of seats entered. +> - Once payment is successful, your **Available Seats** count updates in real-time. +> - You can then add new Org Admins under the increased seat capacity. + +--- + +## 💬 Need Help? + +If you face any issues while managing Org Admins or purchasing seats, feel free to reach out to our support team: +📩 **[support@opensignlabs.com](mailto:support@opensignlabs.com)** + +**Empower your organization’s admins with OpenSign™!**