Merge pull request #1948 from pravinOpenSign/patch-28

Patch 28
This commit is contained in:
prafull-opensignlabs
2025-09-19 19:51:55 +05:30
committed by GitHub
4 changed files with 147 additions and 1 deletions
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{
"label": "FAQs",
"position": 6,
"position": 7,
"link": {
"type": "generated-index",
"description": "FAQs on Utilizing Various Features of OpenSign™ - The World's Leading Free & Open Source Document Signing Platform."
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@@ -62,6 +62,19 @@ To add a new user:
- Use the toggle in the **Active** column to enable or disable a users account.
- **Deactivated users** will not be able to log in to OpenSign until reactivated.
---
## 🔁 Delete Users
- OpenSign allows **admins** to delete users when needed.
- Once a user is deleted, their account and all associated data are **permanently removed**. OpenSign does **not** keep deleted user records and restoration is **not possible**.
- To delete a user:
1. Click the **Delete** button next to the user you want to remove.
2. A confirmation popup will appear.
3. Enter the users email in the input box and click **Delete**.
- After deletion, the user (and all related data) will be permanently erased.
> ⚡ **Note:** Once a user is deleted, your **available user count will automatically increase**.
---
## 🔐 Permissions by Role
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---
sidebar_position: 1
title: Profile
---
import ReactPlayer from 'react-player';
# 👤 Profile
The **Profile ** in OpenSign allows users to manage their personal and account-related details. You can update your information, verify your email, and set up a public profile.
<img width="861" height="408" alt="Profile Menu" src="https://github.com/user-attachments/assets/8bfff942-222a-4e16-ac2d-cc07df1429de" />
---
## 📌 Profile Information
<img width="1722" height="814" alt="Profile Information" src="https://github.com/user-attachments/assets/8745e89d-4faa-4921-9ada-57253a8d4293" />
### 🔐 Roles
- **Admin**
- Role is displayed under your avatar.
- Has access to all features, including **User Management** and **Billing**.
- **OrgAdmin**
- Has the same access as Admin.
- **Does not** have access to the **Console Application** or **Billing details**.
- **Editor/User**: Cannot access Console Application, Billing, and are restricted from creating Teams, sharing templates.
---
### 👤 User Details
- **Name** Displays the full name of the user.
- **Phone** Shows the registered phone number.
- **Email** Displays the users registered email address. This cannot be changed or updated. It is used for login and notifications.
- **Company** Shows the company name associated with the account.
- **Job Title** Displays the job title of the user.
---
## ✅ Email Verification
- **Is Email Verified:** Indicates whether your email is verified.
- If **Not Verified**, click **Verify** to begin the verification process.
- An OTP will be sent to your registered email address.
- Enter the OTP to complete verification. This is a one-time process, and once verified, the status will update to Verified.
---
## 🌍 Public Profile
- **Public Profile Username**
Set a unique username to create your **public profile**.
- **Share Templates Publicly**
Your public profile allows you to share templates openly, enabling signers to sign documents easily.
- **Tagline**
Add a short tagline to your profile by entering text in the **Tagline** field.
This tagline will be displayed publicly as part of your profile information.
---
### 🔖 Disable DocumentId
Whenever a document is signed by all parties, **OpenSign™ automatically adds a unique DocumentId** at the top-left corner of the signed document.
This ID can be used later to **verify the authenticity of the document**, so we **strongly recommend keeping it enabled**.
If you prefer not to include the DocumentId in your signed documents, simply toggle the **Disable DocumentId** switch **ON**.
> **Note:** This feature is available only for paid users.
### Language
Users can set their preferred language for this account. Once a language is selected, it will be applied whenever the user logs in, and the application interface will automatically switch to the chosen language.
### Edit User Details
Click **Edit** to update user information, including:
- Profile avatar
- Name
- Phone number
- Company
- Job title
- Public profile
- Tagline
- Enable/disable DocumentId
<img width="861" height="408" alt="Edit Personal information" src="https://github.com/user-attachments/assets/c8c93c33-193f-4e1d-bfba-a8d7447d1007" />
<img width="861" height="408" alt="Edit profile" src="https://github.com/user-attachments/assets/2f40254d-fd68-4a86-a018-7ac4f7ebf1f5" />
# ❌ Delete User (Admin Account)
Follow these steps to permanently delete an admin account from OpenSign.
### Steps to Delete Your Account
1. **Open Profile Menu** Click the profile menu and select **Profile**.
2. **Delete Account** Scroll to the bottom and click **Delete Account**. Confirm by selecting **Yes**.
3. **Confirm via Email** Open the deletion email and click **Confirm Account Deletion**.
4. **Send OTP** On the next page, click **Send OTP**.
5. **Enter OTP** Check your email for the OTP and enter it.
6. **Final Deletion** Click **Delete Account**. All records and documents will be permanently removed.
<div>
<ReactPlayer playing controls url='https://youtu.be/pY0T7U164Y4' />
</div>
---
### Cases When Account Deletion is Not Allowed
- **Team Users Exist**
If you have team users added under your account, you must delete them first before deleting your own account.
- **Active Paid Plan**
If you have an active paid plan, you cannot delete your account directly.
To proceed with account deletion, please contact [support@opensignlabs.com](mailto:support@opensignlabs.com) for assistance.
---
If you need additional assistance setting up OpenSign APIs, feel free to contact our support team at support@opensignlabs.com.
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{
"label": "User Menu",
"position": 6,
"link": {
"type": "generated-index",
"description": "5 minutes to learn everything about OpenSign™ User profile."
}
}