Update organizations.md

updated the content of manage organization
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pravin
2025-11-03 20:34:31 +05:30
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---
sidebar_position: 7
title: Preferences
title: Organizations
---
# 🏢 Organizations
The **Organizations** section allows administrators to manage company or team entities within **OpenSign**.
Each organization represents a workspace under which users, templates, and signing workflows are grouped and managed.
The **Organizations** section in **OpenSign** allows administrators to create and manage **separate groups** within a **Team or Enterprise account**.
Each organization acts as an **independent workspace** with its **own users, teams, templates, and signing workflows**.
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## 🧩 What Are Organizations in OpenSign?
An **Organization** represents a **distinct sub-account** under your main (team or enterprise) OpenSign account.
Organizations are completely **isolated** from each other — meaning:
- Teams and users from one organization **cannot view or access** teams, documents, or users from another organization.
- Each organization functions as its own **secure workspace** within your overall account.
- You can manage multiple organizations from a **single admin console**, ensuring centralized control.
### 💼 Example Use Case
If your company manages multiple **clients or departments**, each with its own teams and sub-users, the **Organizations** feature is perfect for you.
For example:
- An agency can create **individual sub-accounts** for each client (Client A, Client B, etc.).
- Each clients team members and workflows remain **private and independent**.
- The **main admin (enterprise account holder)** retains full control and visibility from the console.
> 💰 **Billing:** All organizations under the same account are billed centrally by the **primary account holder**.
> This ensures simplified management and unified subscription handling.
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2. Click on your **profile menu** (top-right corner) and select **Console**.
3. Once the **Console app** opens, navigate to the left sidebar and expand the **Teams** menu.
4. Click on **Organizations**.
5. The **Organizations Management** panel will appear, displaying the list of existing organizations and an option to add new ones.
5. The **Organizations Management** panel will appear, displaying a list of existing organizations and the option to add new ones.
> 🔒 **Note:** The **Console** and **Organizations** pages are accessible only to **Admin users**. Regular users will not see this option in their menu.
> 🔒 **Note:** The **Console** and **Organizations** pages are accessible only to **Admin users**.
> Regular users will not see this option in their menu.
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To create a new organization:
1. Click the ** (Add)** icon at the top right of the Organizations panel.
1. Click the ** (Add)** icon at the top-right corner of the Organizations panel.
2. In the **Add Organization** popup:
- **Name** — Enter the name of your organization. *(This field is required.)*
- **Name** — Enter the name of your organization. *(Required)*
3. Click **Submit** to save or **Reset** to clear the input.
> 💡 **Tip:** Use a clear and unique organization name (e.g., *OpenSign Labs*, *PS Inc.*) for easier identification in reports and team assignments.
> 💡 **Tip:** Use clear and descriptive names (e.g., *Client Alpha*, *Marketing Division*, *PS Inc.*)
> for easier management and reporting.
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## ⚙️ Manage Organizations
The **Organizations table** lists all existing organizations with the following columns:
The **Organizations table** lists all existing organizations with the following details:
- **Sr.No** — Serial number of the organization.
- **Name** — The registered name of the organization.
- **IsActive** — Toggle to activate or deactivate the organization.
> 🔒 **Note:** Deactivating an organization will disable all associated users and workflows until its reactivated.
> ⚠️ **Note:** Deactivating an organization disables all its associated users and workflows until it is reactivated.
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