From 794365f6dc0582aa04cc81054f0476dcb9e7ba7d Mon Sep 17 00:00:00 2001
From: pravin <pravin@nxglabs.in>
Date: Fri, 16 May 2025 17:56:57 +0530
Subject: [PATCH] Create Teams.md

New help document added to manage teams page
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 docs/docs/help/Settings/Teams.md | 102 +++++++++++++++++++++++++++++++
 1 file changed, 102 insertions(+)
 create mode 100644 docs/docs/help/Settings/Teams.md

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