OpenSign/assets/js/107ddcf4.faf99a96.js

"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[284],{98190(n,e,i){i.r(e),i.d(e,{assets:()=>l,contentTitle:()=>t,default:()=>h,frontMatter:()=>a,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":8,"frontMatter":{"sidebar_position":8,"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 a={sidebar_position:8,title:"Organizations"},t="\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)}}}]);