OpenSign/assets/js/14716de7.76bbef59.js

"use strict";(self.webpackChunkOpenSign_Docs=self.webpackChunkOpenSign_Docs||[]).push([[5550],{28453:(e,s,n)=>{n.d(s,{R:()=>l,x:()=>d});var t=n(96540);const r={},i=t.createContext(r);function l(e){const s=t.useContext(i);return t.useMemo((function(){return"function"==typeof e?e(s):{...s,...e}}),[s,e])}function d(e){let s;return s=e.disableParentContext?"function"==typeof e.components?e.components(r):e.components||r:l(e.components),t.createElement(i.Provider,{value:s},e.children)}},31182:(e,s,n)=>{n.r(s),n.d(s,{assets:()=>a,contentTitle:()=>d,default:()=>h,frontMatter:()=>l,metadata:()=>t,toc:()=>o});const t=JSON.parse('{"id":"help/Settings/manage-users","title":"Manage users","description":"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.","source":"@site/docs/help/Settings/manage-users.md","sourceDirName":"help/Settings","slug":"/help/Settings/manage-users","permalink":"/docs/help/Settings/manage-users","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/manage-users.md","tags":[],"version":"current","sidebarPosition":6,"frontMatter":{"sidebar_position":6,"title":"Manage users"},"sidebar":"tutorialSidebar","previous":{"title":"Manage Teams","permalink":"/docs/help/Settings/Teams"},"next":{"title":"Disable DocumentId","permalink":"/docs/help/Settings/disabledocumentid"}}');var r=n(74848),i=n(28453);const l={sidebar_position:6,title:"Manage users"},d="\ud83d\udc64 User Management",a={},o=[{value:"\ud83e\udded Accessing User Management",id:"-accessing-user-management",level:2},{value:"\u2795 Adding a New User",id:"-adding-a-new-user",level:2},{value:"\ud83d\udd01 Managing User Status",id:"-managing-user-status",level:2},{value:"\ud83d\udd10 Permissions by Role",id:"-permissions-by-role",level:2},{value:"\ud83d\udc65 Buy More Users (Buy Additional Seats)",id:"-buy-more-users-buy-additional-seats",level:2},{value:"Steps to Buy More Users",id:"steps-to-buy-more-users",level:3},{value:"\ud83d\udd22 Understanding "Available Seats"",id:"-understanding-available-seats",level:3},{value:"\ud83d\udccc Frequently Asked Questions (FAQ)",id:"-frequently-asked-questions-faq",level:2},{value:"\ud83d\udce3 Need Help?",id:"-need-help",level:2}];function c(e){const s={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",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",ul:"ul",...(0,i.R)(),...e.components};return(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(s.header,{children:(0,r.jsx)(s.h1,{id:"-user-management",children:"\ud83d\udc64 User Management"})}),"\n",(0,r.jsxs)(s.p,{children:["The ",(0,r.jsx)(s.strong,{children:"User Management"})," feature in OpenSign allows administrators to add, edit, and manage users within the platform. This functionality is available on ",(0,r.jsx)(s.strong,{children:"Self-Hosted"}),", ",(0,r.jsx)(s.strong,{children:"Teams"}),", and ",(0,r.jsx)(s.strong,{children:"Enterprise"})," plans."]}),"\n",(0,r.jsxs)(s.blockquote,{children:["\n",(0,r.jsxs)(s.p,{children:["\u2705 Only users with the roles ",(0,r.jsx)(s.strong,{children:"Admin"})," or ",(0,r.jsx)(s.strong,{children:"OrgAdmin"})," have permission to access and manage users."]}),"\n"]}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsx)(s.h2,{id:"-accessing-user-management",children:"\ud83e\udded Accessing User Management"}),"\n",(0,r.jsx)(s.p,{children:"To access the user management panel:"}),"\n",(0,r.jsxs)(s.ol,{children:["\n",(0,r.jsx)(s.li,{children:"Log in to your OpenSign account."}),"\n",(0,r.jsxs)(s.li,{children:["In the left-hand sidebar, navigate to ",(0,r.jsx)(s.strong,{children:"Settings \u2192 Users"}),"."]}),"\n"]}),"\n",(0,r.jsx)("img",{width:"436",alt:"Navigate-to-users",src:"https://github.com/user-attachments/assets/9f34201c-fda7-406b-9a78-49a5459269cd"}),"\n",(0,r.jsx)(s.p,{children:"A list of existing users will be displayed."}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsx)(s.h2,{id:"-adding-a-new-user",children:"\u2795 Adding a New User"}),"\n",(0,r.jsx)(s.p,{children:"To add a new user:"}),"\n",(0,r.jsxs)(s.ol,{children:["\n",(0,r.jsxs)(s.li,{children:["\n",(0,r.jsx)(s.p,{children:(0,r.jsx)(s.strong,{children:"Click the \u2795 Add User Button"})}),"\n"]}),"\n",(0,r.jsxs)(s.li,{children:["\n",(0,r.jsx)(s.p,{children:(0,r.jsx)(s.strong,{children:"Fill in the User Information"})}),"\n",(0,r.jsxs)(s.table,{children:[(0,r.jsx)(s.thead,{children:(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.th,{children:"Field"}),(0,r.jsx)(s.th,{children:"Required"}),(0,r.jsx)(s.th,{children:"Description"})]})}),(0,r.jsxs)(s.tbody,{children:[(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Name"})}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"Enter the user's full name."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Email"})}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"Enter a valid email address."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Password"})}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsxs)(s.td,{children:["The system auto-generates a password. ",(0,r.jsx)(s.strong,{children:"Copy it immediately"})," as it will be shown only once."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Phone"})}),(0,r.jsx)(s.td,{children:"\u274c No"}),(0,r.jsx)(s.td,{children:"(Optional) Enter the user\u2019s phone number."})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Team"})}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsxs)(s.td,{children:["Select the team the user belongs to from the dropdown.",(0,r.jsx)("br",{}),(0,r.jsxs)(s.em,{children:["Note: Teams must be created beforehand under ",(0,r.jsx)(s.strong,{children:"Settings \u2192 Teams"})," (available in Teams & Enterprise plans)."]})]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Role"})}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"Choose one of the following roles:"})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{}),(0,r.jsx)(s.td,{}),(0,r.jsxs)(s.td,{children:["- ",(0,r.jsx)(s.strong,{children:"OrgAdmin"}),": Full access, including user and team management."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{}),(0,r.jsx)(s.td,{}),(0,r.jsxs)(s.td,{children:["- ",(0,r.jsx)(s.strong,{children:"Editor"}),": Can create and share templates but ",(0,r.jsx)(s.strong,{children:"cannot manage users"}),"."]})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{}),(0,r.jsx)(s.td,{}),(0,r.jsxs)(s.td,{children:["- ",(0,r.jsx)(s.strong,{children:"User"}),": Can use templates for signing but ",(0,r.jsx)(s.strong,{children:"cannot share"})," them or manage users."]})]})]})]}),"\n"]}),"\n"]}),"\n",(0,r.jsx)("img",{width:"436",alt:"Add-user-form",src:"https://github.com/user-attachments/assets/c176dd4f-257d-42e2-be7f-a05a1f7e4094"}),"\n",(0,r.jsxs)(s.ol,{start:"3",children:["\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.strong,{children:"Submit or Cancel"}),"\n",(0,r.jsxs)(s.ul,{children:["\n",(0,r.jsxs)(s.li,{children:["Click ",(0,r.jsx)(s.strong,{children:"Submit"})," to create the user."]}),"\n",(0,r.jsxs)(s.li,{children:["Click ",(0,r.jsx)(s.strong,{children:"Cancel"})," to exit without saving."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,r.jsxs)(s.blockquote,{children:["\n",(0,r.jsxs)(s.p,{children:["\ud83d\udd12 ",(0,r.jsx)(s.strong,{children:"Note:"})," Once a user is created, the password will not be visible again. If needed, you can use the ",(0,r.jsx)(s.strong,{children:'"Forgot Password"'})," option on the login page to reset it."]}),"\n"]}),"\n",(0,r.jsx)("img",{width:"436",alt:"new  user",src:"https://github.com/user-attachments/assets/647c40d8-061d-4e0a-b62c-302296e83493"}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsx)(s.h2,{id:"-managing-user-status",children:"\ud83d\udd01 Managing User Status"}),"\n",(0,r.jsxs)(s.ul,{children:["\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.strong,{children:"Activate/Deactivate Users"}),"\n",(0,r.jsxs)(s.ul,{children:["\n",(0,r.jsxs)(s.li,{children:["Use the toggle in the ",(0,r.jsx)(s.strong,{children:"Active"})," column to enable or disable a user\u2019s account."]}),"\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.strong,{children:"Deactivated users"})," will not be able to log in to OpenSign until reactivated."]}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsx)(s.h2,{id:"-permissions-by-role",children:"\ud83d\udd10 Permissions by Role"}),"\n",(0,r.jsxs)(s.table,{children:[(0,r.jsx)(s.thead,{children:(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.th,{children:"Role"}),(0,r.jsx)(s.th,{children:"Manage Users"}),(0,r.jsx)(s.th,{children:"Create Templates"}),(0,r.jsx)(s.th,{children:"Share Templates with Teams"}),(0,r.jsx)(s.th,{children:"Use Templates"})]})}),(0,r.jsxs)(s.tbody,{children:[(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"OrgAdmin"})}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"\u2705 Yes"})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"Editor"})}),(0,r.jsx)(s.td,{children:"\u274c No"}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"\u2705 Yes"})]}),(0,r.jsxs)(s.tr,{children:[(0,r.jsx)(s.td,{children:(0,r.jsx)(s.strong,{children:"User"})}),(0,r.jsx)(s.td,{children:"\u274c No"}),(0,r.jsx)(s.td,{children:"\u2705 Yes"}),(0,r.jsx)(s.td,{children:"\u274c No"}),(0,r.jsx)(s.td,{children:"\u2705 Yes"})]})]})]}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsx)(s.h2,{id:"-buy-more-users-buy-additional-seats",children:"\ud83d\udc65 Buy More Users (Buy Additional Seats)"}),"\n",(0,r.jsxs)(s.p,{children:["OpenSign allows you to create users based on the number of seats included in your selected plan. For example, if your current plan includes ",(0,r.jsx)(s.strong,{children:"2 users"}),", you can only create ",(0,r.jsx)(s.strong,{children:"2 users"})," by default. To add a ",(0,r.jsx)(s.strong,{children:"third user"}),", you must ",(0,r.jsx)(s.strong,{children:"purchase additional seats"}),"."]}),"\n",(0,r.jsx)(s.h3,{id:"steps-to-buy-more-users",children:"Steps to Buy More Users"}),"\n",(0,r.jsxs)(s.ol,{children:["\n",(0,r.jsx)(s.li,{children:(0,r.jsx)(s.strong,{children:'Click "Buy more users"'})}),"\n",(0,r.jsxs)(s.li,{children:["A popup titled ",(0,r.jsx)(s.strong,{children:"Add Seats"})," will appear."]}),"\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.strong,{children:"Enter Quantity"})," \u2013 specify how many additional users (seats) you want to purchase."]}),"\n",(0,r.jsxs)(s.li,{children:["The ",(0,r.jsx)(s.strong,{children:"cost"})," will be calculated automatically based on your plan rate (e.g., USD 100 per user)."]}),"\n",(0,r.jsxs)(s.li,{children:["Click the ",(0,r.jsx)(s.strong,{children:"Proceed"})," button to finalize the purchase."]}),"\n",(0,r.jsxs)(s.li,{children:["The seats will be ",(0,r.jsx)(s.strong,{children:"immediately added"})," to your account."]}),"\n"]}),"\n",(0,r.jsx)("img",{width:"436",alt:"buy-more-seats",src:"https://github.com/user-attachments/assets/2e093a64-1b75-4543-b4c4-1186d4c02b09"}),"\n",(0,r.jsxs)(s.ol,{start:"7",children:["\n",(0,r.jsxs)(s.li,{children:["Once you\u2019ve purchased additional seats, click the ",(0,r.jsx)(s.strong,{children:'"+" Add User'})," button to create the new user."]}),"\n"]}),"\n",(0,r.jsxs)(s.blockquote,{children:["\n",(0,r.jsxs)(s.p,{children:["\ud83d\udca1 ",(0,r.jsx)(s.strong,{children:"Tip:"})," You can also purchase additional seats in advance to avoid interruptions during user onboarding."]}),"\n"]}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsx)(s.h3,{id:"-understanding-available-seats",children:'\ud83d\udd22 Understanding "Available Seats"'}),"\n",(0,r.jsxs)(s.p,{children:["At the bottom-right of the ",(0,r.jsx)(s.strong,{children:"Users"})," page, you\u2019ll see the ",(0,r.jsx)(s.strong,{children:"Available seats"})," status."]}),"\n",(0,r.jsx)("img",{width:"436",alt:"seat-availability",src:"https://github.com/user-attachments/assets/37c2a5c7-0d4b-4bd2-8fb1-11def9e65b42"}),"\n",(0,r.jsxs)(s.p,{children:[(0,r.jsx)(s.strong,{children:"Example:"}),(0,r.jsx)(s.br,{}),"\n",(0,r.jsx)(s.code,{children:"Available seats: 2/3"})]}),"\n",(0,r.jsx)(s.p,{children:"This means:"}),"\n",(0,r.jsxs)(s.ul,{children:["\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.strong,{children:"2 seats"})," are currently available for creating new users."]}),"\n",(0,r.jsxs)(s.li,{children:[(0,r.jsx)(s.strong,{children:"3"})," is the ",(0,r.jsx)(s.strong,{children:"total number of user seats"})," your organization has purchased."]}),"\n"]}),"\n",(0,r.jsxs)(s.p,{children:["If the available seats count is ",(0,r.jsx)(s.strong,{children:"0"}),", you must ",(0,r.jsx)(s.strong,{children:"buy more seats"})," before adding new users."]}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsx)(s.h2,{id:"-frequently-asked-questions-faq",children:"\ud83d\udccc Frequently Asked Questions (FAQ)"}),"\n",(0,r.jsxs)(s.p,{children:[(0,r.jsx)(s.strong,{children:"Q: How do I pay for purchased add-on users?"}),(0,r.jsx)(s.br,{}),"\n",(0,r.jsx)(s.strong,{children:"A:"})," After purchasing additional users (seats), your saved card will be charged automatically, and an invoice will be emailed to your registered address.\nIf no card is on saved, a payment link will be sent to your email to complete the transaction."]}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsx)(s.h2,{id:"-need-help",children:"\ud83d\udce3 Need Help?"}),"\n",(0,r.jsxs)(s.p,{children:["If you need further assistance, feel free to reach out to our customer support at ",(0,r.jsx)(s.strong,{children:(0,r.jsx)(s.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]}),"\n",(0,r.jsx)(s.p,{children:"For more support and updates, follow us on:"}),"\n",(0,r.jsxs)(s.ul,{children:["\n",(0,r.jsxs)(s.li,{children:["\ud83c\udf10 ",(0,r.jsx)(s.a,{href:"http://www.opensignlabs.com",children:"Website"})]}),"\n",(0,r.jsxs)(s.li,{children:["\ud83d\udc26 ",(0,r.jsx)(s.a,{href:"https://twitter.com/OpenSignHQ",children:"Twitter"})]}),"\n",(0,r.jsxs)(s.li,{children:["\ud83d\udcd8 ",(0,r.jsx)(s.a,{href:"https://www.facebook.com/profile.php?id=61551030403669",children:"Facebook"})]}),"\n",(0,r.jsxs)(s.li,{children:["\ud83d\udcbc ",(0,r.jsx)(s.a,{href:"https://www.linkedin.com/company/opensignhq/",children:"LinkedIn"})]}),"\n",(0,r.jsxs)(s.li,{children:["\ud83d\udcfa ",(0,r.jsx)(s.a,{href:"https://www.youtube.com/@opensignhq",children:"YouTube"})]}),"\n"]}),"\n",(0,r.jsx)(s.hr,{}),"\n",(0,r.jsxs)(s.p,{children:["Happy signing with ",(0,r.jsx)(s.strong,{children:"OpenSign\u2122"}),"!"]})]})}function h(e={}){const{wrapper:s}={...(0,i.R)(),...e.components};return s?(0,r.jsx)(s,{...e,children:(0,r.jsx)(c,{...e})}):c(e)}}}]);