From 3ac66ea4c575e45c3275e24834d4c5b26b5d17fb Mon Sep 17 00:00:00 2001 From: Amol Date: Sun, 28 Jul 2024 12:39:43 +0530 Subject: [PATCH] Update manage-users.md --- docs/docs/help/Settings/manage-users.md | 48 ++++++++++++++++++++++++- 1 file changed, 47 insertions(+), 1 deletion(-) diff --git a/docs/docs/help/Settings/manage-users.md b/docs/docs/help/Settings/manage-users.md index d90cb0820..c8f831ee1 100644 --- a/docs/docs/help/Settings/manage-users.md +++ b/docs/docs/help/Settings/manage-users.md @@ -3,4 +3,50 @@ sidebar_position: 2 title: Manage users --- -this feature is coming soon +# 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. + +## 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/0b338873-569c-4693-9ea3-cd8583bf6a76) + +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. + +--- + +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) +