diff --git a/docs/docs/help/User Menu/Console/organizations.md b/docs/docs/help/User Menu/Console/organizations.md new file mode 100644 index 000000000..1ae098e58 --- /dev/null +++ b/docs/docs/help/User Menu/Console/organizations.md @@ -0,0 +1,43 @@ +# 🏒 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. + +--- + +## πŸš€ 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. + +> πŸ”’ **Note:** The **Console** and **Organizations** pages are accessible only to **Admin users**. Regular users will not see this option in their menu. + +--- + +## βž• Add a New Organization + +To create a new organization: + +1. Click the **βž• (Add)** icon at the top right of the Organizations panel. +2. In the **Add Organization** popup: + - **Name** β€” Enter the name of your organization. *(This field is 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. + +--- + +## βš™οΈ Manage Organizations + +The **Organizations table** lists all existing organizations with the following columns: + +- **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. + +---