mirror of
https://github.com/OpenSignLabs/OpenSign.git
synced 2026-09-06 17:57:39 +02:00
1 line
6.3 KiB
JavaScript
1 line
6.3 KiB
JavaScript
"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[4277],{89532:(e,n,s)=>{s.r(n),s.d(n,{assets:()=>o,contentTitle:()=>a,default:()=>h,frontMatter:()=>r,metadata:()=>l,toc:()=>d});var i=s(85893),t=s(11151);const r={sidebar_position:2,title:"Manage users"},a="User Management",l={id:"help/Settings/manage-users",title:"Manage users",description:'The User Management feature allows administrators to add, edit, and manage users within the OpenSign application. This feature is available on self-hosted, teams, and enterprise plans. Only users with "Admin" & "OrgAdmin" role are allowed to manage users.',source:"@site/docs/help/Settings/manage-users.md",sourceDirName:"help/Settings",slug:"/help/Settings/manage-users",permalink:"/docs/help/Settings/manage-users",draft:!1,unlisted:!1,editUrl:"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/manage-users.md",tags:[],version:"current",sidebarPosition:2,frontMatter:{sidebar_position:2,title:"Manage users"},sidebar:"tutorialSidebar",previous:{title:"Disable DocumentId",permalink:"/docs/help/Settings/disabledocumentid"},next:{title:"FAQs",permalink:"/docs/category/faqs"}},o={},d=[{value:"Accessing User Management",id:"accessing-user-management",level:2},{value:"Adding a New User",id:"adding-a-new-user",level:2},{value:"Managing User Status",id:"managing-user-status",level:2}];function c(e){const n={a:"a",h1:"h1",h2:"h2",hr:"hr",img:"img",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,t.a)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(n.h1,{id:"user-management",children:"User Management"}),"\n",(0,i.jsxs)(n.p,{children:["The ",(0,i.jsx)(n.strong,{children:"User Management"}),' feature allows administrators to add, edit, and manage users within the OpenSign application. This feature is available on self-hosted, teams, and enterprise plans. Only users with "Admin" & "OrgAdmin" role are allowed to manage users.']}),"\n",(0,i.jsx)(n.h2,{id:"accessing-user-management",children:"Accessing User Management"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Navigate to User management"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Go to the ",(0,i.jsx)(n.strong,{children:"Menu"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Select ",(0,i.jsx)(n.strong,{children:"Settings"}),"."]}),"\n",(0,i.jsxs)(n.li,{children:["Click on ",(0,i.jsx)(n.strong,{children:"Users"}),"."]}),"\n",(0,i.jsx)(n.li,{children:"A list of existing users will be displayed."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.h2,{id:"adding-a-new-user",children:"Adding a New User"}),"\n",(0,i.jsx)(n.p,{children:"To add a new user:"}),"\n",(0,i.jsxs)(n.ol,{children:["\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.strong,{children:'Click the "+" Button'})}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:"Located in the upper right corner of the user list."}),"\n"]}),"\n"]}),"\n",(0,i.jsxs)(n.li,{children:["\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.strong,{children:"Fill in the User Information"})}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Name"})," (required): Enter the user's full name."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Email"})," (required): Enter the user's email address."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Password"}),": A password is generated automatically. Copy it as it will only be displayed once."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Phone"})," (optional): Enter the user's phone number."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Team"})," (required): Select the team the user belongs to from the dropdown. Teams can be created only on the Teams & Enterprise plans."]}),"\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Role"})," (required): Select the user's role from the dropdown - OrgAdmin(Has all permissions including user management), Editor(Has all permissions other than user management like creating & sharing templates with teams, User(cannot manager users & cannot share templates with teams but can use templates features for themselves)."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.p,{children:(0,i.jsx)(n.img,{src:"https://github.com/user-attachments/assets/0b338873-569c-4693-9ea3-cd8583bf6a76",alt:"image"})}),"\n",(0,i.jsxs)(n.ol,{start:"3",children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Submit or Cancel"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"Submit"})," to add the user."]}),"\n",(0,i.jsxs)(n.li,{children:["Click ",(0,i.jsx)(n.strong,{children:"Cancel"})," to discard the changes."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.h2,{id:"managing-user-status",children:"Managing User Status"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsxs)(n.li,{children:[(0,i.jsx)(n.strong,{children:"Toggling Active Status"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:'Use the "active" switch next to each user to enable or disable their account.'}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,i.jsx)(n.hr,{}),"\n",(0,i.jsx)(n.p,{children:"For more information, visit our social media channels:"}),"\n",(0,i.jsxs)(n.ul,{children:["\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.a,{href:"https://twitter.com/OpenSignHQ",children:"Twitter"})}),"\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.a,{href:"http://www.opensignlabs.com",children:"Website"})}),"\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.a,{href:"https://www.facebook.com/profile.php?id=61551030403669",children:"Facebook"})}),"\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.a,{href:"https://www.linkedin.com/company/opensignhq/",children:"LinkedIn"})}),"\n",(0,i.jsx)(n.li,{children:(0,i.jsx)(n.a,{href:"https://www.youtube.com/@opensignhq",children:"YouTube"})}),"\n"]})]})}function h(e={}){const{wrapper:n}={...(0,t.a)(),...e.components};return n?(0,i.jsx)(n,{...e,children:(0,i.jsx)(c,{...e})}):c(e)}},11151:(e,n,s)=>{s.d(n,{Z:()=>l,a:()=>a});var i=s(67294);const t={},r=i.createContext(t);function a(e){const n=i.useContext(r);return i.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:a(e.components),i.createElement(r.Provider,{value:n},e.children)}}}]); |