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to ",(0,i.jsx)(n.strong,{children:"all new documents"})," created after the change."]}),"\n",(0,i.jsx)(n.li,{children:"Organizations can enforce consistent branding and compliance across all user emails."}),"\n",(0,i.jsxs)(n.li,{children:["If no custom email template is configured, and users are not allowed to create individual templates, OpenSign will automatically use the ",(0,i.jsx)(n.strong,{children:"OpenSign default email templates"}),"."]}),"\n"]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:["\ud83d\udca1 ",(0,i.jsx)(n.strong,{children:"Tip:"})," Always preview your templates before saving to ensure correct formatting and placeholder usage."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.p,{children:["For further assistance with OpenSign\u2122 features or APIs, contact our support team at ",(0,i.jsx)(n.strong,{children:(0,i.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]})]})}function m(e={}){const{wrapper:n}={...(0,l.R)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}}}]); \ No newline at end of file diff --git a/assets/js/107ddcf4.75551e03.js b/assets/js/107ddcf4.75551e03.js new file mode 100644 index 000000000..2c338ce96 --- /dev/null +++ b/assets/js/107ddcf4.75551e03.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[284],{28453:(n,e,i)=>{i.d(e,{R:()=>t,x:()=>a});var s=i(96540);const r={},o=s.createContext(r);function t(n){const e=s.useContext(o);return s.useMemo((function(){return"function"==typeof n?n(e):{...e,...n}}),[e,n])}function a(n){let e;return e=n.disableParentContext?"function"==typeof n.components?n.components(r):n.components||r:t(n.components),s.createElement(o.Provider,{value:e},n.children)}},80888:(n,e,i)=>{i.r(e),i.d(e,{assets:()=>l,contentTitle:()=>a,default:()=>h,frontMatter:()=>t,metadata:()=>s,toc:()=>c});const s=JSON.parse('{"id":"help/User Menu/Console/organizations","title":"Organizations","description":"The Organizations section in OpenSign allows administrators to create and manage separate groups within a Team or Enterprise account.","source":"@site/docs/help/User Menu/Console/organizations.md","sourceDirName":"help/User Menu/Console","slug":"/help/User Menu/Console/organizations","permalink":"/docs/help/User Menu/Console/organizations","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/User Menu/Console/organizations.md","tags":[],"version":"current","sidebarPosition":7,"frontMatter":{"sidebar_position":7,"title":"Organizations"},"sidebar":"tutorialSidebar","previous":{"title":"Custom Signing Certificate","permalink":"/docs/help/User Menu/Console/signing_certificate"},"next":{"title":"Org Admins","permalink":"/docs/help/User Menu/Console/orgadmin"}}');var r=i(74848),o=i(28453);const t={sidebar_position:7,title:"Organizations"},a="\ud83c\udfe2 Organizations",l={},c=[{value:"\ud83e\udde9 What Are Organizations in OpenSign?",id:"-what-are-organizations-in-opensign",level:2},{value:"\ud83d\udcbc Example Use Case",id:"-example-use-case",level:3},{value:"\ud83d\ude80 How to Set Up Organizations in OpenSign",id:"-how-to-set-up-organizations-in-opensign",level:2},{value:"\u2795 Add a New Organization",id:"-add-a-new-organization",level:2},{value:"\u2699\ufe0f Manage Organizations",id:"\ufe0f-manage-organizations",level:2}];function d(n){const e={a:"a",blockquote:"blockquote",br:"br",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,o.R)(),...n.components};return(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(e.header,{children:(0,r.jsx)(e.h1,{id:"-organizations",children:"\ud83c\udfe2 Organizations"})}),"\n",(0,r.jsxs)(e.p,{children:["The ",(0,r.jsx)(e.strong,{children:"Organizations"})," section in ",(0,r.jsx)(e.strong,{children:"OpenSign"})," allows administrators to create and manage ",(0,r.jsx)(e.strong,{children:"separate groups"})," within a ",(0,r.jsx)(e.strong,{children:"Team or Enterprise account"}),".",(0,r.jsx)(e.br,{}),"\n","Each organization acts as an ",(0,r.jsx)(e.strong,{children:"independent workspace"})," with its ",(0,r.jsx)(e.strong,{children:"own users, teams, templates, and signing workflows"}),"."]}),"\n",(0,r.jsx)(e.hr,{}),"\n",(0,r.jsx)(e.h2,{id:"-what-are-organizations-in-opensign",children:"\ud83e\udde9 What Are Organizations in OpenSign?"}),"\n",(0,r.jsxs)(e.p,{children:["An ",(0,r.jsx)(e.strong,{children:"Organization"})," represents a ",(0,r.jsx)(e.strong,{children:"distinct sub-account"})," under your main (team or enterprise) OpenSign account.",(0,r.jsx)(e.br,{}),"\n","Organizations are completely ",(0,r.jsx)(e.strong,{children:"isolated"})," from each other \u2014 meaning:"]}),"\n",(0,r.jsxs)(e.ul,{children:["\n",(0,r.jsxs)(e.li,{children:["Teams and users from one organization ",(0,r.jsx)(e.strong,{children:"cannot view or access"})," teams, documents, or users from another organization."]}),"\n",(0,r.jsxs)(e.li,{children:["Each organization functions as its own ",(0,r.jsx)(e.strong,{children:"secure workspace"})," within your overall account."]}),"\n",(0,r.jsxs)(e.li,{children:["You can manage multiple organizations from a ",(0,r.jsx)(e.strong,{children:"single admin console"}),", ensuring centralized control."]}),"\n"]}),"\n",(0,r.jsx)(e.h3,{id:"-example-use-case",children:"\ud83d\udcbc Example Use Case"}),"\n",(0,r.jsxs)(e.p,{children:["If your company manages multiple ",(0,r.jsx)(e.strong,{children:"clients or departments"}),", each with its own teams and sub-users, the ",(0,r.jsx)(e.strong,{children:"Organizations"})," feature is perfect for you."]}),"\n",(0,r.jsx)(e.p,{children:"For example:"}),"\n",(0,r.jsxs)(e.ul,{children:["\n",(0,r.jsxs)(e.li,{children:["An agency can create ",(0,r.jsx)(e.strong,{children:"individual sub-accounts"})," for each client (Client A, Client B, etc.)."]}),"\n",(0,r.jsxs)(e.li,{children:["Each client\u2019s team members and workflows remain ",(0,r.jsx)(e.strong,{children:"private and independent"}),"."]}),"\n",(0,r.jsxs)(e.li,{children:["The ",(0,r.jsx)(e.strong,{children:"main admin (enterprise account holder)"})," retains full control and visibility from the console."]}),"\n"]}),"\n",(0,r.jsxs)(e.blockquote,{children:["\n",(0,r.jsxs)(e.p,{children:["\ud83d\udcb0 ",(0,r.jsx)(e.strong,{children:"Billing:"})," All organizations under the same account are billed centrally by the ",(0,r.jsx)(e.strong,{children:"primary account holder"}),".",(0,r.jsx)(e.br,{}),"\n","This ensures simplified management and unified subscription handling."]}),"\n"]}),"\n",(0,r.jsx)(e.hr,{}),"\n",(0,r.jsx)(e.h2,{id:"-how-to-set-up-organizations-in-opensign",children:"\ud83d\ude80 How to Set Up Organizations in OpenSign"}),"\n",(0,r.jsxs)(e.ol,{children:["\n",(0,r.jsxs)(e.li,{children:["Log in to your ",(0,r.jsx)(e.strong,{children:"OpenSign"})," account using an ",(0,r.jsx)(e.strong,{children:"Admin account"}),"."]}),"\n",(0,r.jsxs)(e.li,{children:["Click on your ",(0,r.jsx)(e.strong,{children:"profile menu"})," (top-right corner) and select ",(0,r.jsx)(e.strong,{children:"Console"}),"."]}),"\n",(0,r.jsxs)(e.li,{children:["Once the ",(0,r.jsx)(e.strong,{children:"Console app"})," opens, navigate to the left sidebar and expand the ",(0,r.jsx)(e.strong,{children:"Teams"})," menu."]}),"\n",(0,r.jsxs)(e.li,{children:["Click on ",(0,r.jsx)(e.strong,{children:"Organizations"}),"."]}),"\n",(0,r.jsxs)(e.li,{children:["The ",(0,r.jsx)(e.strong,{children:"Organizations Management"})," panel will appear, displaying a list of existing organizations and the option to add new ones."]}),"\n"]}),"\n",(0,r.jsxs)(e.blockquote,{children:["\n",(0,r.jsxs)(e.p,{children:["\ud83d\udd12 ",(0,r.jsx)(e.strong,{children:"Note:"})," The ",(0,r.jsx)(e.strong,{children:"Console"})," and ",(0,r.jsx)(e.strong,{children:"Organizations"})," pages are accessible only to ",(0,r.jsx)(e.strong,{children:"Admin users"}),".",(0,r.jsx)(e.br,{}),"\n","Regular users will not see this option in their menu."]}),"\n"]}),"\n",(0,r.jsx)(e.hr,{}),"\n",(0,r.jsx)(e.h2,{id:"-add-a-new-organization",children:"\u2795 Add a New Organization"}),"\n",(0,r.jsx)(e.p,{children:"To create a new organization:"}),"\n",(0,r.jsxs)(e.ol,{children:["\n",(0,r.jsxs)(e.li,{children:["Click the ",(0,r.jsx)(e.strong,{children:"\u2795 (Add)"})," icon at the top-right corner of the Organizations panel."]}),"\n",(0,r.jsxs)(e.li,{children:["In the ",(0,r.jsx)(e.strong,{children:"Add Organization"})," popup:","\n",(0,r.jsxs)(e.ul,{children:["\n",(0,r.jsxs)(e.li,{children:[(0,r.jsx)(e.strong,{children:"Name"})," \u2014 Enter the name of your organization. ",(0,r.jsx)(e.em,{children:"(Required)"})]}),"\n"]}),"\n"]}),"\n",(0,r.jsxs)(e.li,{children:["Click ",(0,r.jsx)(e.strong,{children:"Submit"})," to save or ",(0,r.jsx)(e.strong,{children:"Reset"})," to clear the input."]}),"\n"]}),"\n",(0,r.jsxs)(e.blockquote,{children:["\n",(0,r.jsxs)(e.p,{children:["\ud83d\udca1 ",(0,r.jsx)(e.strong,{children:"Tip:"})," Use clear and descriptive names (e.g., ",(0,r.jsx)(e.em,{children:"Client Alpha"}),", ",(0,r.jsx)(e.em,{children:"Marketing Division"}),", ",(0,r.jsx)(e.em,{children:"PS Inc."}),")",(0,r.jsx)(e.br,{}),"\n","for easier management and reporting."]}),"\n"]}),"\n",(0,r.jsx)(e.hr,{}),"\n",(0,r.jsx)(e.h2,{id:"\ufe0f-manage-organizations",children:"\u2699\ufe0f Manage Organizations"}),"\n",(0,r.jsxs)(e.p,{children:["The ",(0,r.jsx)(e.strong,{children:"Organizations table"})," lists all existing organizations with the following details:"]}),"\n",(0,r.jsxs)(e.ul,{children:["\n",(0,r.jsxs)(e.li,{children:[(0,r.jsx)(e.strong,{children:"Sr.No"})," \u2014 Serial number of the organization."]}),"\n",(0,r.jsxs)(e.li,{children:[(0,r.jsx)(e.strong,{children:"Name"})," \u2014 The registered name of the organization."]}),"\n",(0,r.jsxs)(e.li,{children:[(0,r.jsx)(e.strong,{children:"IsActive"})," \u2014 Toggle to activate or deactivate the organization."]}),"\n"]}),"\n",(0,r.jsxs)(e.blockquote,{children:["\n",(0,r.jsxs)(e.p,{children:["\u26a0\ufe0f ",(0,r.jsx)(e.strong,{children:"Note:"})," Deactivating an organization disables all its associated users and workflows until it is reactivated."]}),"\n"]}),"\n",(0,r.jsx)(e.hr,{}),"\n",(0,r.jsxs)(e.p,{children:["If you require more help, feel free to reach out to our customer support on ",(0,r.jsx)(e.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]}),"\n",(0,r.jsx)(e.p,{children:"Happy signing with OpenSign\u2122!"})]})}function h(n={}){const{wrapper:e}={...(0,o.R)(),...n.components};return e?(0,r.jsx)(e,{...n,children:(0,r.jsx)(d,{...n})}):d(n)}}}]); \ No newline at end of file diff --git a/assets/js/2ffc1e57.8970445f.js b/assets/js/2ffc1e57.de411086.js similarity index 84% rename from assets/js/2ffc1e57.8970445f.js rename to assets/js/2ffc1e57.de411086.js index 9818ed09b..d7c625e78 100644 --- a/assets/js/2ffc1e57.8970445f.js +++ b/assets/js/2ffc1e57.de411086.js @@ -1 +1 @@ -"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[3724],{32297:e=>{e.exports=JSON.parse('{"categoryGeneratedIndex":{"title":"User Menu","description":"5 minutes to learn everything about OpenSign\u2122 User profile.","slug":"/category/user-menu","permalink":"/docs/category/user-menu","sidebar":"tutorialSidebar","navigation":{"previous":{"title":"Security","permalink":"/docs/help/Settings/SecurityManagement"},"next":{"title":"Profile","permalink":"/docs/help/User Menu/Profile"}}}}')}}]); \ No newline at end of file +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[3724],{32297:e=>{e.exports=JSON.parse('{"categoryGeneratedIndex":{"title":"User Menu","description":"5 minutes to learn everything about OpenSign\u2122 User profile.","slug":"/category/user-menu","permalink":"/docs/category/user-menu","sidebar":"tutorialSidebar","navigation":{"previous":{"title":"Security","permalink":"/docs/help/Settings/SecurityManagement"},"next":{"title":"Console","permalink":"/docs/category/console"}}}}')}}]); \ No newline at end of file diff --git a/assets/js/4acb0154.9d3b7447.js b/assets/js/4acb0154.9d3b7447.js new file mode 100644 index 000000000..5c18d149b --- /dev/null +++ b/assets/js/4acb0154.9d3b7447.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[791],{5859:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>a,contentTitle:()=>l,default:()=>h,frontMatter:()=>o,metadata:()=>t,toc:()=>c});const t=JSON.parse('{"id":"help/User Menu/Console/general","title":"General","description":"The General Settings section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform.","source":"@site/docs/help/User Menu/Console/general.md","sourceDirName":"help/User Menu/Console","slug":"/help/User Menu/Console/general","permalink":"/docs/help/User Menu/Console/general","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/User Menu/Console/general.md","tags":[],"version":"current","sidebarPosition":2,"frontMatter":{"sidebar_position":2,"title":"General"},"sidebar":"tutorialSidebar","previous":{"title":"Analytics","permalink":"/docs/help/User Menu/Console/analystics"},"next":{"title":"Branding","permalink":"/docs/help/User Menu/Console/branding"}}');var i=s(74848),r=s(28453);const o={sidebar_position:2,title:"General"},l="General Settings",a={},c=[{value:"\ud83d\ude80 How to Access the General Settings Page",id:"-how-to-access-the-general-settings-page",level:2},{value:"Enabled Signature Types",id:"enabled-signature-types",level:2},{value:"Allow Indexing of Public Profile",id:"allow-indexing-of-public-profile",level:2},{value:"Email Template Customization",id:"email-template-customization",level:2}];function d(e){const n={a:"a",blockquote:"blockquote",br:"br",h1:"h1",h2:"h2",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.header,{children:(0,i.jsx)(n.h1,{id:"general-settings",children:"General Settings"})}),"\n",(0,i.jsxs)(n.p,{children:["The ",(0,i.jsx)(n.strong,{children:"General Settings"})," section in OpenSign provides key administrative settings to help you manage and control the overall configuration of your OpenSign platform."]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"-how-to-access-the-general-settings-page",children:"\ud83d\ude80 How to Access the General Settings Page"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["Log in to your ",(0,i.jsx)(n.strong,{children:"OpenSign"})," account using an ",(0,i.jsx)(n.strong,{children:"Admin account"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Click on your ",(0,i.jsx)(n.strong,{children:"profile menu"})," (top-right corner) and select ",(0,i.jsx)(n.strong,{children:"Console"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["From the ",(0,i.jsx)(n.strong,{children:"left sidebar"}),", choose ",(0,i.jsx)(n.strong,{children:"General"}),"."]}),"\n"]}),"\n",(0,i.jsxs)(n.p,{children:["You\u2019ll now be on the ",(0,i.jsx)(n.strong,{children:"General Settings"})," page."]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:["\ud83d\udd12 ",(0,i.jsx)(n.strong,{children:"Note:"})," The ",(0,i.jsx)(n.strong,{children:"General Settings"})," page is available only to ",(0,i.jsx)(n.strong,{children:"Admin users"}),". Regular users will not see this option in their menu."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"enabled-signature-types",children:"Enabled Signature Types"}),"\n",(0,i.jsx)(n.p,{children:"Admins can define which signature types are available across the organization."}),"\n",(0,i.jsxs)(n.p,{children:["All users under your account will only have access to the signature methods you enable here in their ",(0,i.jsx)(n.strong,{children:"Preferences"}),". Any disabled methods will be hidden from their options."]}),"\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Example:"}),(0,i.jsx)(n.br,{}),"\n","If Adam, the admin of your organization, disables the ",(0,i.jsx)(n.strong,{children:"Typed"})," signature type in the ",(0,i.jsx)(n.strong,{children:"Manage Signature Types"})," section, Ursula (a team member) will no longer see the ",(0,i.jsx)(n.strong,{children:"Typed"})," signature option in her preferences."]}),"\n",(0,i.jsxs)(n.p,{children:["However, Ursula can still enable or disable any of the remaining signature types for each document she creates.",(0,i.jsx)(n.br,{}),"\n","When she sends a document to Sofia (a signer), Sofia will only be able to use the signature methods that Ursula selected during the document setup."]}),"\n",(0,i.jsxs)(n.blockquote,{children:["\n",(0,i.jsxs)(n.p,{children:[(0,i.jsx)(n.strong,{children:"Note:"})," Managing ",(0,i.jsx)(n.strong,{children:"Signature Types"})," at the organization level is available in the Teams and Enterprise plans.",(0,i.jsx)(n.br,{}),"\n","This feature is not included in the ",(0,i.jsx)(n.strong,{children:"Professional"})," or ",(0,i.jsx)(n.strong,{children:"Free"})," plans."]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"918",alt:"General settings",src:"https://github.com/user-attachments/assets/60681095-6e53-4667-9f47-b3d4d38ab4b3"}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"allow-indexing-of-public-profile",children:"Allow Indexing of Public Profile"}),"\n",(0,i.jsx)(n.p,{children:"When this option is enabled, user's public profiles will be indexed by search engines and may appear in search results."}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.h2,{id:"email-template-customization",children:"Email Template Customization"}),"\n",(0,i.jsx)(n.p,{children:"This setting determines whether team members can create and manage their own email templates."}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["If ",(0,i.jsx)(n.strong,{children:"disabled"}),", users ",(0,i.jsx)(n.strong,{children:"cannot"})," create or modify custom templates for signature requests or completion notifications."]}),"\n",(0,i.jsxs)(n.li,{children:["If ",(0,i.jsx)(n.strong,{children:"enabled"}),", users can design and manage their own personalized email templates."]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsxs)(n.p,{children:["Need help? ",(0,i.jsx)(n.a,{href:"https://discord.com/invite/xe9TDuyAyj",children:"Join our Discord community"})," for instant support."]})]})}function h(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(d,{...e})}):d(e)}},28453:(e,n,s)=>{s.d(n,{R:()=>o,x:()=>l});var t=s(96540);const i={},r=t.createContext(i);function o(e){const n=t.useContext(r);return t.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function l(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:o(e.components),t.createElement(r.Provider,{value:n},e.children)}}}]); \ No newline at end of file diff --git a/assets/js/5a9dd378.75cd490d.js b/assets/js/5a9dd378.75cd490d.js new file mode 100644 index 000000000..ac7161cb8 --- /dev/null +++ b/assets/js/5a9dd378.75cd490d.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4504],{19748:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>d,default:()=>h,frontMatter:()=>t,metadata:()=>i,toc:()=>a});const i=JSON.parse('{"id":"help/User Menu/Console/orgadmin","title":"Org Admins","description":"The Org Admins section allows administrators to manage organization-level admin users within OpenSign.","source":"@site/docs/help/User Menu/Console/orgadmin.md","sourceDirName":"help/User Menu/Console","slug":"/help/User Menu/Console/orgadmin","permalink":"/docs/help/User Menu/Console/orgadmin","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/User Menu/Console/orgadmin.md","tags":[],"version":"current","sidebarPosition":8,"frontMatter":{"sidebar_position":8,"title":"Org Admins"},"sidebar":"tutorialSidebar","previous":{"title":"Organizations","permalink":"/docs/help/User Menu/Console/organizations"},"next":{"title":"Profile","permalink":"/docs/help/User Menu/Profile"}}');var r=s(74848),l=s(28453);const t={sidebar_position:8,title:"Org Admins"},d="\ud83d\udc65 Org Admins",o={},a=[{value:"\ud83d\ude80 How to Access the Org Admins Page",id:"-how-to-access-the-org-admins-page",level:2},{value:"\ud83e\uddfe Org Admins Overview",id:"-org-admins-overview",level:2},{value:"\ud83e\ude99 Available Seats",id:"-available-seats",level:2},{value:"\u2795 Add a New Org Admin",id:"-add-a-new-org-admin",level:2},{value:"\ud83e\udde9 Add User Fields",id:"-add-user-fields",level:3},{value:"\ud83d\udcb3 Buy More Users (Add Seats)",id:"-buy-more-users-add-seats",level:2},{value:"\ud83e\uddfe Add Seats Fields",id:"-add-seats-fields",level:3},{value:"\ud83d\udcac Help Text for Add Seats Popup",id:"-help-text-for-add-seats-popup",level:3},{value:"\ud83d\udcac Need Help?",id:"-need-help",level:2}];function c(e){const n={a:"a",blockquote:"blockquote",br:"br",code:"code",em:"em",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,l.R)(),...e.components};return(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(n.header,{children:(0,r.jsx)(n.h1,{id:"-org-admins",children:"\ud83d\udc65 Org Admins"})}),"\n",(0,r.jsxs)(n.p,{children:["The ",(0,r.jsx)(n.strong,{children:"Org Admins"})," section allows administrators to manage organization-level admin users within ",(0,r.jsx)(n.strong,{children:"OpenSign"}),".",(0,r.jsx)(n.br,{}),"\n","Org Admins are responsible for managing users, templates, and signing workflows for their organizations."]}),"\n",(0,r.jsx)(n.hr,{}),"\n",(0,r.jsx)(n.h2,{id:"-how-to-access-the-org-admins-page",children:"\ud83d\ude80 How to Access the Org Admins Page"}),"\n",(0,r.jsxs)(n.ol,{children:["\n",(0,r.jsxs)(n.li,{children:["Log in to your ",(0,r.jsx)(n.strong,{children:"OpenSign"})," account using an ",(0,r.jsx)(n.strong,{children:"Admin account"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["Click on your ",(0,r.jsx)(n.strong,{children:"profile menu"})," (top-right corner) and select ",(0,r.jsx)(n.strong,{children:"Console"}),"."]}),"\n",(0,r.jsxs)(n.li,{children:["From the ",(0,r.jsx)(n.strong,{children:"left sidebar"}),", expand the ",(0,r.jsx)(n.strong,{children:"Teams"})," menu."]}),"\n",(0,r.jsxs)(n.li,{children:["Click on ",(0,r.jsx)(n.strong,{children:"Org Admins"}),"."]}),"\n"]}),"\n",(0,r.jsxs)(n.p,{children:["You\u2019ll now see the ",(0,r.jsx)(n.strong,{children:"Org Admins Management Panel"}),", which displays all existing organization admins and seat usage."]}),"\n",(0,r.jsxs)(n.blockquote,{children:["\n",(0,r.jsxs)(n.p,{children:["\ud83d\udd12 ",(0,r.jsx)(n.strong,{children:"Note:"})," The ",(0,r.jsx)(n.strong,{children:"Org Admins"})," page is accessible only to ",(0,r.jsx)(n.strong,{children:"Admin users"}),". 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This cannot be changed or updated. It is used for login and notifications."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Company"})," \u2013 Shows the company name associated with the account."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Job Title"})," \u2013 Displays the job title of the user."]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"-email-verification",children:"\u2705 Email Verification"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Is Email Verified:"})," Indicates whether your email is verified."]}),"\n",(0,l.jsxs)(n.li,{children:["If ",(0,l.jsx)(n.strong,{children:"Not Verified"}),", click ",(0,l.jsx)(n.strong,{children:"Verify"})," to begin the verification process.","\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"An OTP will be sent to your registered email address."}),"\n",(0,l.jsx)(n.li,{children:"Enter the OTP to complete verification. 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Confirm by selecting ",(0,l.jsx)(n.strong,{children:"Yes"}),"."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Confirm via Email"})," \u2013 Open the deletion email and click ",(0,l.jsx)(n.strong,{children:"Confirm Account Deletion"}),"."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Send OTP"})," \u2013 On the next page, click ",(0,l.jsx)(n.strong,{children:"Send OTP"}),"."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Enter OTP"})," \u2013 Check your email for the OTP and enter it."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Final Deletion"})," \u2013 Click ",(0,l.jsx)(n.strong,{children:"Delete Account"}),". All records and documents will be permanently removed."]}),"\n"]}),"\n",(0,l.jsx)("div",{children:(0,l.jsx)(o(),{playing:!0,controls:!0,url:"https://youtu.be/pY0T7U164Y4"})}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h3,{id:"cases-when-account-deletion-is-not-allowed",children:"Cases When Account Deletion is Not Allowed"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Team Users Exist"}),(0,l.jsx)(n.br,{}),"\n","If you have team users added under your account, you must delete them first before deleting your own account."]}),"\n"]}),"\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Active Paid Plan"}),(0,l.jsx)(n.br,{}),"\n","If you have an active paid plan, you cannot delete your account directly.",(0,l.jsx)(n.br,{}),"\n","To proceed with account deletion, please contact ",(0,l.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})," for assistance."]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsxs)(n.p,{children:["If you need additional assistance setting up OpenSign APIs, feel free to contact our support team at ",(0,l.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]})]})}function p(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,l.jsx)(n,{...e,children:(0,l.jsx)(u,{...e})}):u(e)}}}]); \ No newline at end of file diff --git a/assets/js/c1e4445e.ca7f10f3.js b/assets/js/c1e4445e.ca7f10f3.js new file mode 100644 index 000000000..63de3f1d1 --- /dev/null +++ b/assets/js/c1e4445e.ca7f10f3.js @@ -0,0 +1 @@ +"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[1170],{28453:(e,n,s)=>{s.d(n,{R:()=>i,x:()=>l});var o=s(96540);const t={},r=o.createContext(t);function i(e){const n=o.useContext(r);return o.useMemo((function(){return"function"==typeof e?e(n):{...n,...e}}),[n,e])}function l(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:i(e.components),o.createElement(r.Provider,{value:n},e.children)}},52666:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>c,contentTitle:()=>l,default:()=>u,frontMatter:()=>i,metadata:()=>o,toc:()=>a});const o=JSON.parse('{"id":"help/User Menu/Console/custom_filestorage","title":"Custom File Storage","description":"\ud83c\udf29\ufe0f Introduction to BYOC (Bring Your Own Cloud)","source":"@site/docs/help/User Menu/Console/custom_filestorage.md","sourceDirName":"help/User Menu/Console","slug":"/help/User Menu/Console/custom_filestorage","permalink":"/docs/help/User Menu/Console/custom_filestorage","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/User Menu/Console/custom_filestorage.md","tags":[],"version":"current","sidebarPosition":5,"frontMatter":{"sidebar_position":5,"title":"Custom File 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n={a:"a",blockquote:"blockquote",br:"br",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.header,{children:(0,t.jsx)(n.h1,{id:"-custom-file-storage",children:"\ud83d\udcbe Custom File Storage"})}),"\n",(0,t.jsx)(n.h2,{id:"\ufe0f-introduction-to-byoc-bring-your-own-cloud",children:"\ud83c\udf29\ufe0f Introduction to BYOC (Bring Your Own Cloud)"}),"\n",(0,t.jsxs)(n.p,{children:["OpenSign supports ",(0,t.jsx)(n.strong,{children:"BYOC (Bring Your Own Cloud)"})," \u2014 allowing you to ",(0,t.jsx)(n.strong,{children:"store your documents in your own cloud storage"})," instead of OpenSign\u2019s default storage."]}),"\n",(0,t.jsxs)(n.p,{children:["With BYOC, organizations and users gain ",(0,t.jsx)(n.strong,{children:"greater control, privacy, and compliance flexibility"})," by connecting their preferred cloud providers such as ",(0,t.jsx)(n.strong,{children:"AWS S3"})," or ",(0,t.jsx)(n.strong,{children:"DigitalOcean Spaces"}),"."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\ud83e\udde0 ",(0,t.jsx)(n.strong,{children:"Why BYOC?"})]}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsx)(n.li,{children:"Maintain complete ownership and control of your documents."}),"\n",(0,t.jsx)(n.li,{children:"Comply with internal, regional, or client-specific data policies."}),"\n",(0,t.jsx)(n.li,{children:"Choose your preferred cloud region or provider for better performance and compliance."}),"\n"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-how-to-access-the-custom-file-storage-setup",children:"\ud83d\ude80 How to Access the Custom File Storage Setup"}),"\n",(0,t.jsxs)(n.p,{children:["Follow the steps below to navigate to the ",(0,t.jsx)(n.strong,{children:"Custom File Storage"})," setup page in OpenSign:"]}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Log in to your ",(0,t.jsx)(n.strong,{children:"OpenSign"})," account using an ",(0,t.jsx)(n.strong,{children:"Admin account"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["Click on your ",(0,t.jsx)(n.strong,{children:"profile menu"})," (top-right corner) and select ",(0,t.jsx)(n.strong,{children:"Console"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["In the ",(0,t.jsx)(n.strong,{children:"left sidebar"}),", go to ",(0,t.jsx)(n.strong,{children:"Storage"}),"."]}),"\n"]}),"\n",(0,t.jsx)("img",{width:"1722",height:"814",alt:"Custom file storage",src:"https://github.com/user-attachments/assets/813f6685-3f36-40e4-aaaf-0d8b86bdc3b7"}),"\n",(0,t.jsxs)(n.p,{children:["You will now be on the ",(0,t.jsx)(n.strong,{children:"Custom File Storage"})," setup page where you can configure your own storage provider."]}),"\n",(0,t.jsxs)(n.blockquote,{children:["\n",(0,t.jsxs)(n.p,{children:["\ud83d\udd12 ",(0,t.jsx)(n.strong,{children:"Note:"})," Access to Custom File Storage settings is available only to ",(0,t.jsx)(n.strong,{children:"Admin users"}),". Regular users will not see this option in their menu."]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"-set-up-file-storage",children:"\ud83d\udd14 Set Up File Storage"}),"\n",(0,t.jsxs)(n.p,{children:["By default, all users are connected to ",(0,t.jsx)(n.strong,{children:"OpenSign\u2019s default file storage"}),".",(0,t.jsx)(n.br,{}),"\n","If you prefer to use your ",(0,t.jsx)(n.strong,{children:"own custom cloud storage (BYOC)"}),", you can easily configure it here."]}),"\n",(0,t.jsxs)(n.p,{children:["You can set up an ",(0,t.jsx)(n.strong,{children:"AWS S3 bucket"})," or ",(0,t.jsx)(n.strong,{children:"DigitalOcean Space"})," to store your uploaded documents securely.",(0,t.jsx)(n.br,{}),"\n","To configure OpenSign with your cloud storage, refer to this detailed guide:",(0,t.jsx)(n.br,{}),"\n","\ud83d\udc49 ",(0,t.jsx)(n.a,{href:"https://docs.opensignlabs.com/docs/self-host/cloud-storage/s3",children:"Cloud Storage Setup 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",(0,t.jsx)(n.strong,{children:"DigitalOcean Spaces"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Bucket Name:"})," Specify your storage bucket name."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Region:"})," Enter the region where your bucket is hosted."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Endpoint:"})," Provide the endpoint URL of your storage service."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Base URL:"})," Enter the base URL used to access stored files."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Access Key ID:"})," Enter your storage access key ID."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Secret Access Key:"})," Enter your storage secret access key."]}),"\n"]}),"\n"]}),"\n",(0,t.jsxs)(n.li,{children:["\n",(0,t.jsxs)(n.p,{children:["Once all details are filled, click ",(0,t.jsx)(n.strong,{children:"Save and Activate"})," to enable your 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