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class="col docItemCol_xLCN"><div class="docItemContainer_jfFK"><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs" itemscope="" itemtype="https://schema.org/BreadcrumbList"><li class="breadcrumbs__item"><a aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/docs/category/settings"><span itemprop="name">Settings</span></a><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Manage Teams</span><meta itemprop="position" content="2"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_ITEo"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><div class="row"><div class="col col--12 markdown"><header><h1>👥 Teams Management in OpenSign</h1></header>
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<p>The <strong>Teams</strong> feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration.</p>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-how-to-access-the-teams-page">🧭 How to Access the Teams Page<a href="#-how-to-access-the-teams-page" class="hash-link" aria-label="Direct link to 🧭 How to Access the Teams Page" title="Direct link to 🧭 How to Access the Teams Page"></a></h2>
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<ol>
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<li>Log in to your OpenSign account.</li>
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<li>In the left-hand sidebar, navigate to <strong>Settings → Teams</strong>.</li>
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</ol>
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<img width="436" alt="Navigate-to-Teams" src="https://github.com/user-attachments/assets/2e292fc2-83b9-41b4-b133-451286744547">
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-teams-overview">📋 Teams Overview<a href="#-teams-overview" class="hash-link" aria-label="Direct link to 📋 Teams Overview" title="Direct link to 📋 Teams Overview"></a></h2>
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<p>On the Teams page, you'll see a list of all existing teams. Each row includes:</p>
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<table><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Sr. No</strong></td><td>Serial number of the team in the list.</td></tr><tr><td><strong>Name</strong></td><td>The name of the team.</td></tr><tr><td><strong>Parent Team</strong></td><td>The parent team this team belongs to (useful for hierarchical grouping).</td></tr><tr><td><strong>Active</strong></td><td>Toggle to activate or deactivate the team.</td></tr><tr><td><strong>Edit</strong></td><td>Click the pencil icon to edit the team name or parent team.</td></tr></tbody></table>
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<ul>
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<li>🟢 <strong>Active</strong> teams are currently usable across OpenSign modules.</li>
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<li>⚪ <strong>Inactive</strong> teams are hidden from functional views but not deleted.</li>
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</ul>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-adding-a-new-team">➕ Adding a New Team<a href="#-adding-a-new-team" class="hash-link" aria-label="Direct link to ➕ Adding a New Team" title="Direct link to ➕ Adding a New Team"></a></h2>
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<p>To create a new team:</p>
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<ol>
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<li>Click the <strong>➕ Add Team</strong> button at the top-right of the page.</li>
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<li>A modal will appear titled <strong>Add Team</strong>.</li>
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</ol>
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<p><strong>Fill in the following details:</strong></p>
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<ul>
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<li><strong>Name</strong> (Required): Enter a name for the new team.</li>
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<li><strong>Parent Team</strong>: Choose a parent group (default is <strong>All Users</strong>).</li>
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</ul>
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<img width="436" alt="add team" src="https://github.com/user-attachments/assets/74c042b1-2c31-4d00-81f4-0abeaf0c985c">
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<ol start="3">
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<li>Click <strong>Submit</strong> to create the team or <strong>Reset</strong> to clear the form.</li>
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</ol>
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<blockquote>
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<p>📝 <strong>Tip:</strong> Use parent teams to build a team hierarchy — for example, placing <em>Marketing</em> under <em>HR</em>.</p>
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</blockquote>
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<img width="436" alt="New team" src="https://github.com/user-attachments/assets/7f69afeb-c96e-46d4-b5ee-5af9dd656d2a">
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="️-editing-an-existing-team">🖊️ Editing an Existing Team<a href="#️-editing-an-existing-team" class="hash-link" aria-label="Direct link to 🖊️ Editing an Existing Team" title="Direct link to 🖊️ Editing an Existing Team"></a></h2>
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<p>To edit a team:</p>
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<ol>
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<li>Click the <strong>pencil icon</strong> next to the team name.</li>
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<li>Modify the team name or parent group.</li>
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<li>Save the changes.</li>
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</ol>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-where-you-can-use-the-teams">🌐 Where You Can Use the Teams<a href="#-where-you-can-use-the-teams" class="hash-link" aria-label="Direct link to 🌐 Where You Can Use the Teams" title="Direct link to 🌐 Where You Can Use the Teams"></a></h2>
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<ol>
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<li><strong>Active teams</strong> are available when creating new users — you can select a team from the dropdown and add multiple users under one team.</li>
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</ol>
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<img width="436" alt="create new user" src="https://github.com/user-attachments/assets/3aea0ff3-5aa2-416c-b6cc-7148e7d694e6">
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<ol start="2">
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<li>You can also <strong>share templates</strong> with teams. Once a template is shared with a team, <strong>all users in that team can access the template</strong>.</li>
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</ol>
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<img width="436" alt="Share template" src="https://github.com/user-attachments/assets/22ddde66-7cd9-4e4b-a012-8e1e72043d20">
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<img width="436" alt="Share template with team" src="https://github.com/user-attachments/assets/534556ce-1641-44c1-a794-54033ca01376">
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="-deactivating-a-team">🚫 Deactivating a Team<a href="#-deactivating-a-team" class="hash-link" aria-label="Direct link to 🚫 Deactivating a Team" title="Direct link to 🚫 Deactivating a Team"></a></h2>
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<p>To deactivate a team, toggle the <strong>Active</strong> switch off. This will:</p>
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<ul>
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<li>Prevent users in this team from logging into their OpenSign accounts.</li>
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<li>Hide the team from the <strong>Teams dropdown</strong> when adding new users.</li>
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<li>Prevent template sharing with deactivated teams.</li>
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<li>Preserve team data for future reactivation and audit purposes.</li>
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</ul>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="ℹ️-notes">ℹ️ Notes<a href="#ℹ️-notes" class="hash-link" aria-label="Direct link to ℹ️ Notes" title="Direct link to ℹ️ Notes"></a></h2>
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<ul>
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<li>The <strong>All Users</strong> team is the default root and <strong>cannot be deleted</strong>.</li>
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<li><strong>Deactivated teams</strong> can be re-enabled anytime using the toggle.</li>
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<li>Only users with <strong>administrative privileges</strong> can access and manage the Teams page.</li>
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</ul>
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<p>If you require more help, feel free to reach out to our customer support at <strong><a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer">support@opensignlabs.com</a></strong>.</p>
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