Create organizations.md

added the help content on manage organizations page.
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pravin
2025-11-03 19:57:22 +05:30
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# 🏢 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.
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## 🚀 How to Set Up Organizations in OpenSign
1. Log in to your **OpenSign** account using an **Admin account**.
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.
> 🔒 **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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## Add a New Organization
To create a new organization:
1. Click the ** (Add)** icon at the top right of the Organizations panel.
2. In the **Add Organization** popup:
- **Name** — Enter the name of your organization. *(This field is 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.
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## ⚙️ Manage Organizations
The **Organizations table** lists all existing organizations with the following columns:
- **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.
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