diff --git a/docs/docs/help/User Menu/Console/organizations.md b/docs/docs/help/User Menu/Console/organizations.md index c4661d771..fb9fdf313 100644 --- a/docs/docs/help/User Menu/Console/organizations.md +++ b/docs/docs/help/User Menu/Console/organizations.md @@ -1,12 +1,35 @@ --- 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**. + +--- + +## 🧩 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 β€” 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. + +### πŸ’Ό 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 client’s team members and workflows remain **private and independent**. +- The **main admin (enterprise account holder)** retains full control and visibility from the console. + +> πŸ’° **Billing:** All organizations under the same account are billed centrally by the **primary account holder**. +> This ensures simplified management and unified subscription handling. --- @@ -16,9 +39,10 @@ Each organization represents a workspace under which users, templates, and signi 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. -> πŸ”’ **Note:** The **Console** and **Organizations** pages are accessible only to **Admin users**. Regular users will not see this option in their menu. +> πŸ”’ **Note:** The **Console** and **Organizations** pages are accessible only to **Admin users**. +> Regular users will not see this option in their menu. --- @@ -26,23 +50,25 @@ Each organization represents a workspace under which users, templates, and signi To create a new organization: -1. Click the **βž• (Add)** icon at the top right of the Organizations panel. +1. Click the **βž• (Add)** icon at the top-right corner of the Organizations panel. 2. In the **Add Organization** popup: - - **Name** β€” Enter the name of your organization. *(This field is required.)* + - **Name** β€” Enter the name of your organization. *(Required)* 3. Click **Submit** to save or **Reset** to clear the input. -> πŸ’‘ **Tip:** Use a clear and unique organization name (e.g., *OpenSign Labs*, *PS Inc.*) for easier identification in reports and team assignments. +> πŸ’‘ **Tip:** Use clear and descriptive names (e.g., *Client Alpha*, *Marketing Division*, *PS Inc.*) +> for easier management and reporting. --- ## βš™οΈ 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** β€” Serial number of the organization. - **Name** β€” The registered name of the organization. - **IsActive** β€” Toggle to activate or deactivate the organization. -> πŸ”’ **Note:** Deactivating an organization will disable all associated users and workflows until it’s reactivated. +> ⚠️ **Note:** Deactivating an organization disables all its associated users and workflows until it is reactivated. --- +