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Create Teams.md
New help document added to manage teams page
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title: Manage Teams
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---
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# 👥 Teams Management in OpenSign
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The **Teams** feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration.
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---
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## 🧭 How to Access the Teams Page
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1. Log in to your OpenSign account.
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2. In the left-hand sidebar, navigate to **Settings → Teams**.
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<img width="436" alt="Navigate-to-Teams" src="https://github.com/user-attachments/assets/2e292fc2-83b9-41b4-b133-451286744547"></img>
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---
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## 📋 Teams Overview
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On the Teams page, you'll see a list of all existing teams. Each row includes:
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| Column | Description |
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|----------------|------------------------------------------------------------------------------|
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| **Sr. No** | Serial number of the team in the list. |
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| **Name** | The name of the team. |
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| **Parent Team**| The parent team this team belongs to (useful for hierarchical grouping). |
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| **Active** | Toggle to activate or deactivate the team. |
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| **Edit** | Click the pencil icon to edit the team name or parent team. |
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- 🟢 **Active** teams are currently usable across OpenSign modules.
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- ⚪ **Inactive** teams are hidden from functional views but not deleted.
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---
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## ➕ Adding a New Team
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To create a new team:
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1. Click the **➕ Add Team** button at the top-right of the page.
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2. A modal will appear titled **Add Team**.
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**Fill in the following details:**
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- **Name** (Required): Enter a name for the new team.
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- **Parent Team**: Choose a parent group (default is **All Users**).
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<img width="436" alt="Navigate-add team" src="https://github.com/user-attachments/assets/74c042b1-2c31-4d00-81f4-0abeaf0c985c"></img>
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3. Click **Submit** to create the team or **Reset** to clear the form.
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> 📝 **Tip:** Use parent teams to build a team hierarchy — for example, placing _Marketing_ under _HR_.
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<img width="436" alt="New team" src="https://github.com/user-attachments/assets/7f69afeb-c96e-46d4-b5ee-5af9dd656d2a"></img>
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## 🖊️ Editing an Existing Team
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To edit a team:
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1. Click the **pencil icon** next to the team name.
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2. Modify the team name or parent group.
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3. Save the changes.
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---
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## 🌐 Where You Can Use the Teams
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1. **Active teams** are available when creating new users — you can select a team from the dropdown and add multiple users under one team.
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<img width="436" alt="create new user" src="https://github.com/user-attachments/assets/3aea0ff3-5aa2-416c-b6cc-7148e7d694e6"></img>
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2. You can also **share templates** with teams. Once a template is shared with a team, **all users in that team can access the template**.
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<img width="436" alt="Share template" src="https://github.com/user-attachments/assets/22ddde66-7cd9-4e4b-a012-8e1e72043d20"></img>
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<img width="436" alt="Share template with team" src="https://github.com/user-attachments/assets/534556ce-1641-44c1-a794-54033ca01376"></img>
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## 🚫 Deactivating a Team
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To deactivate a team, toggle the **Active** switch off. This will:
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- Prevent users in this team from logging into their OpenSign accounts.
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- Hide the team from the **Teams dropdown** when adding new users.
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- Prevent template sharing with deactivated teams.
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- Preserve team data for future reactivation and audit purposes.
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---
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## ℹ️ Notes
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- The **All Users** team is the default root and **cannot be deleted**.
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- **Deactivated teams** can be re-enabled anytime using the toggle.
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- Only users with **administrative privileges** can access and manage the Teams page.
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If you require more help, feel free to reach out to our customer support at **support@opensignlabs.com**.
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**Happy signing with OpenSign™!**
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