OpenSign/docs/docs/help/Settings/manage-users.md

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6	Manage users

👤 User Management

The User Management feature in OpenSign allows administrators to add, edit, and manage users within the platform. This functionality is available on Self-Hosted, Teams, and Enterprise plans.

✅ Only users with the roles Admin or OrgAdmin have permission to access and manage users.

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🧭 Accessing User Management

To access the user management panel:

1. Log in to your OpenSign account.
2. In the left-hand sidebar, navigate to Settings → Users.

A list of existing users will be displayed.

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➕ Adding a New User

To add a new user:

1. Click the ➕ Add User Button

2. Fill in the User Information

   Field	Required	Description
   Name	✅ Yes	Enter the user's full name.
   Email	✅ Yes	Enter a valid email address.
   Password	✅ Yes	The system auto-generates a password. Copy it immediately as it will be shown only once.
   Phone	❌ No	(Optional) Enter the user’s phone number.
   Team	✅ Yes	Select the team the user belongs to from the dropdown. Note: Teams must be created beforehand under Settings → Teams (available in Teams & Enterprise plans).
   Role	✅ Yes	Choose one of the following roles:
   		- OrgAdmin: Full access, including user and team management.
   		- Editor: Can create and share templates but cannot manage users.
   		- User: Can use templates for signing but cannot share them or manage users.

3. Submit or Cancel
   • Click Submit to create the user.
   • Click Cancel to exit without saving.

🔒 Note: Once a user is created, the password will not be visible again. If needed, you can use the "Forgot Password" option on the login page to reset it.

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🔁 Managing User Status

• Activate/Deactivate Users
  • Use the toggle in the Active column to enable or disable a user’s account.
  • Deactivated users will not be able to log in to OpenSign until reactivated.

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🔐 Permissions by Role

Role	Manage Users	Create Templates	Share Templates with Teams	Use Templates
OrgAdmin	✅ Yes	✅ Yes	✅ Yes	✅ Yes
Editor	❌ No	✅ Yes	✅ Yes	✅ Yes
User	❌ No	✅ Yes	❌ No	✅ Yes

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👥 Buy More Users (Buy Additional Seats)

OpenSign allows you to create users based on the number of seats included in your selected plan. For example, if your current plan includes 2 users, you can only create 2 users by default. To add a third user, you must purchase additional seats.

Steps to Buy More Users

1. Click "Buy more users"
2. A popup titled Add Seats will appear.
3. Enter Quantity – specify how many additional users (seats) you want to purchase.
4. The cost will be calculated automatically based on your plan rate (e.g., USD 100 per user).
5. Click the Proceed button to finalize the purchase.
6. The seats will be immediately added to your account.

7. Once you’ve purchased additional seats, click the "+" Add User button to create the new user.

💡 Tip: You can also purchase additional seats in advance to avoid interruptions during user onboarding.

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🔢 Understanding "Available Seats"

At the bottom-right of the Users page, you’ll see the Available seats status.

Example:
Available seats: 2/3

This means:

• 2 seats are currently available for creating new users.
• 3 is the total number of user seats your organization has purchased.

If the available seats count is 0, you must buy more seats before adding new users.

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📌 Frequently Asked Questions (FAQ)

Q: How do I pay for purchased add-on users?
A: After purchasing additional users (seats), your saved card will be charged automatically, and an invoice will be emailed to your registered address. If no card is on saved, a payment link will be sent to your email to complete the transaction.

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📣 Need Help?

If you need further assistance, feel free to reach out to our customer support at support@opensignlabs.com.

For more support and updates, follow us on:

• 🌐 Website
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• 💼 LinkedIn
• 📺 YouTube

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Happy signing with OpenSign™!