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OpenSign/assets/js/96f83544.2347dc4f.js
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"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[9260],{40902(e,n,i){i.r(n),i.d(n,{assets:()=>d,contentTitle:()=>a,default:()=>p,frontMatter:()=>c,metadata:()=>s,toc:()=>h});const s=JSON.parse('{"id":"help/User Menu/Profile","title":"Profile","description":"The Profile in OpenSign allows users to manage their personal and account-related details. You can update your information, verify your email, and set up a public profile.","source":"@site/docs/help/User Menu/Profile.md","sourceDirName":"help/User Menu","slug":"/help/User Menu/Profile","permalink":"/docs/help/User Menu/Profile","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/User Menu/Profile.md","tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"sidebar_position":1,"title":"Profile"},"sidebar":"tutorialSidebar","previous":{"title":"User Menu","permalink":"/docs/category/user-menu"},"next":{"title":"Console","permalink":"/docs/category/console"}}');var l=i(74848),r=i(28453),t=i(13554),o=i.n(t);const c={sidebar_position:1,title:"Profile"},a="\ud83d\udc64 Profile",d={},h=[{value:"\ud83d\udccc Profile Information",id:"-profile-information",level:2},{value:"\ud83d\udd10 Roles",id:"-roles",level:3},{value:"\ud83d\udc64 User Details",id:"-user-details",level:3},{value:"\u2705 Email Verification",id:"-email-verification",level:2},{value:"\ud83c\udf0d Public Profile",id:"-public-profile",level:2},{value:"\ud83d\udd16 Disable DocumentId",id:"-disable-documentid",level:3},{value:"Language",id:"language",level:3},{value:"Edit User Details",id:"edit-user-details",level:3},{value:"Steps to Delete Your Account",id:"steps-to-delete-your-account",level:3},{value:"Cases When Account Deletion is Not Allowed",id:"cases-when-account-deletion-is-not-allowed",level:3}];function u(e){const n={a:"a",blockquote:"blockquote",br:"br",h1:"h1",h2:"h2",h3:"h3",header:"header",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.R)(),...e.components};return(0,l.jsxs)(l.Fragment,{children:[(0,l.jsx)(n.header,{children:(0,l.jsx)(n.h1,{id:"-profile",children:"\ud83d\udc64 Profile"})}),"\n",(0,l.jsx)(n.p,{children:"The **Profile ** in OpenSign allows users to manage their personal and account-related details. You can update your information, verify your email, and set up a public profile."}),"\n",(0,l.jsx)("img",{width:"861",alt:"Profile Menu",src:"https://github.com/user-attachments/assets/8bfff942-222a-4e16-ac2d-cc07df1429de"}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"-profile-information",children:"\ud83d\udccc Profile Information"}),"\n",(0,l.jsx)("img",{width:"1722",alt:"Profile Information",src:"https://github.com/user-attachments/assets/8745e89d-4faa-4921-9ada-57253a8d4293"}),"\n",(0,l.jsx)(n.h3,{id:"-roles",children:"\ud83d\udd10 Roles"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsx)(n.p,{children:(0,l.jsx)(n.strong,{children:"Admin"})}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Role is displayed under your avatar."}),"\n",(0,l.jsxs)(n.li,{children:["Has access to all features, including ",(0,l.jsx)(n.strong,{children:"User Management"})," and ",(0,l.jsx)(n.strong,{children:"Billing"}),"."]}),"\n"]}),"\n"]}),"\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsx)(n.p,{children:(0,l.jsx)(n.strong,{children:"OrgAdmin"})}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Has the same access as Admin."}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Does not"})," have access to the ",(0,l.jsx)(n.strong,{children:"Console Application"})," or ",(0,l.jsx)(n.strong,{children:"Billing details"}),"."]}),"\n"]}),"\n"]}),"\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Editor/User"}),": Cannot access Console Application, Billing, and are restricted from creating Teams, sharing templates."]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h3,{id:"-user-details",children:"\ud83d\udc64 User Details"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Name"})," \u2013 Displays the full name of the user."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Phone"})," \u2013 Shows the registered phone number."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Email"})," \u2013 Displays the user\u2019s registered email address. This cannot be changed or updated. It is used for login and notifications."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Company"})," \u2013 Shows the company name associated with the account."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Job Title"})," \u2013 Displays the job title of the user."]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"-email-verification",children:"\u2705 Email Verification"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Is Email Verified:"})," Indicates whether your email is verified."]}),"\n",(0,l.jsxs)(n.li,{children:["If ",(0,l.jsx)(n.strong,{children:"Not Verified"}),", click ",(0,l.jsx)(n.strong,{children:"Verify"})," to begin the verification process.","\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"An OTP will be sent to your registered email address."}),"\n",(0,l.jsx)(n.li,{children:"Enter the OTP to complete verification. This is a one-time process, and once verified, the status will update to Verified."}),"\n"]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h2,{id:"-public-profile",children:"\ud83c\udf0d Public Profile"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Public Profile Username"}),(0,l.jsx)(n.br,{}),"\n","Set a unique username to create your ",(0,l.jsx)(n.strong,{children:"public profile"}),"."]}),"\n"]}),"\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Share Templates Publicly"}),(0,l.jsx)(n.br,{}),"\n","Your public profile allows you to share templates openly, enabling signers to sign documents easily."]}),"\n"]}),"\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Tagline"}),(0,l.jsx)(n.br,{}),"\n","Add a short tagline to your profile by entering text in the ",(0,l.jsx)(n.strong,{children:"Tagline"})," field.",(0,l.jsx)(n.br,{}),"\n","This tagline will be displayed publicly as part of your profile information."]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h3,{id:"-disable-documentid",children:"\ud83d\udd16 Disable DocumentId"}),"\n",(0,l.jsxs)(n.p,{children:["Whenever a document is signed by all parties, ",(0,l.jsx)(n.strong,{children:"OpenSign\u2122 automatically adds a unique DocumentId"})," at the top-left corner of the signed document."]}),"\n",(0,l.jsxs)(n.p,{children:["This ID can be used later to ",(0,l.jsx)(n.strong,{children:"verify the authenticity of the document"}),", so we ",(0,l.jsx)(n.strong,{children:"strongly recommend keeping it enabled"}),"."]}),"\n",(0,l.jsxs)(n.p,{children:["If you prefer not to include the DocumentId in your signed documents, simply toggle the ",(0,l.jsx)(n.strong,{children:"Disable DocumentId"})," switch ",(0,l.jsx)(n.strong,{children:"ON"}),"."]}),"\n",(0,l.jsxs)(n.blockquote,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Note:"})," This feature is available only for paid users."]}),"\n"]}),"\n",(0,l.jsx)(n.h3,{id:"language",children:"Language"}),"\n",(0,l.jsx)(n.p,{children:"Users can set their preferred language for this account. Once a language is selected, it will be applied whenever the user logs in, and the application interface will automatically switch to the chosen language."}),"\n",(0,l.jsx)(n.h3,{id:"edit-user-details",children:"Edit User Details"}),"\n",(0,l.jsxs)(n.p,{children:["Click ",(0,l.jsx)(n.strong,{children:"Edit"})," to update user information, including:"]}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsx)(n.li,{children:"Profile avatar"}),"\n",(0,l.jsx)(n.li,{children:"Name"}),"\n",(0,l.jsx)(n.li,{children:"Phone number"}),"\n",(0,l.jsx)(n.li,{children:"Company"}),"\n",(0,l.jsx)(n.li,{children:"Job title"}),"\n",(0,l.jsx)(n.li,{children:"Public profile"}),"\n",(0,l.jsx)(n.li,{children:"Tagline"}),"\n",(0,l.jsx)(n.li,{children:"Enable/disable DocumentId"}),"\n"]}),"\n",(0,l.jsx)("img",{width:"861",alt:"Edit Personal information",src:"https://github.com/user-attachments/assets/c8c93c33-193f-4e1d-bfba-a8d7447d1007"}),"\n",(0,l.jsx)("img",{width:"861",alt:"Edit profile",src:"https://github.com/user-attachments/assets/2f40254d-fd68-4a86-a018-7ac4f7ebf1f5"}),"\n",(0,l.jsx)(n.h1,{id:"-delete-user-admin-account",children:"\u274c Delete User (Admin Account)"}),"\n",(0,l.jsx)(n.p,{children:"Follow these steps to permanently delete an admin account from OpenSign."}),"\n",(0,l.jsx)(n.h3,{id:"steps-to-delete-your-account",children:"Steps to Delete Your Account"}),"\n",(0,l.jsxs)(n.ol,{children:["\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Open Profile Menu"})," \u2013 Click the profile menu and select ",(0,l.jsx)(n.strong,{children:"Profile"}),"."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Delete Account"})," \u2013 Scroll to the bottom and click ",(0,l.jsx)(n.strong,{children:"Delete Account"}),". Confirm by selecting ",(0,l.jsx)(n.strong,{children:"Yes"}),"."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Confirm via Email"})," \u2013 Open the deletion email and click ",(0,l.jsx)(n.strong,{children:"Confirm Account Deletion"}),"."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Send OTP"})," \u2013 On the next page, click ",(0,l.jsx)(n.strong,{children:"Send OTP"}),"."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Enter OTP"})," \u2013 Check your email for the OTP and enter it."]}),"\n",(0,l.jsxs)(n.li,{children:[(0,l.jsx)(n.strong,{children:"Final Deletion"})," \u2013 Click ",(0,l.jsx)(n.strong,{children:"Delete Account"}),". All records and documents will be permanently removed."]}),"\n"]}),"\n",(0,l.jsx)("div",{children:(0,l.jsx)(o(),{playing:!0,controls:!0,url:"https://youtu.be/pY0T7U164Y4"})}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsx)(n.h3,{id:"cases-when-account-deletion-is-not-allowed",children:"Cases When Account Deletion is Not Allowed"}),"\n",(0,l.jsxs)(n.ul,{children:["\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Team Users Exist"}),(0,l.jsx)(n.br,{}),"\n","If you have team users added under your account, you must delete them first before deleting your own account."]}),"\n"]}),"\n",(0,l.jsxs)(n.li,{children:["\n",(0,l.jsxs)(n.p,{children:[(0,l.jsx)(n.strong,{children:"Active Paid Plan"}),(0,l.jsx)(n.br,{}),"\n","If you have an active paid plan, you cannot delete your account directly.",(0,l.jsx)(n.br,{}),"\n","To proceed with account deletion, please contact ",(0,l.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})," for assistance."]}),"\n"]}),"\n"]}),"\n",(0,l.jsx)(n.hr,{}),"\n",(0,l.jsxs)(n.p,{children:["If you need additional assistance setting up OpenSign APIs, feel free to contact our support team at ",(0,l.jsx)(n.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"}),"."]})]})}function p(e={}){const{wrapper:n}={...(0,r.R)(),...e.components};return n?(0,l.jsx)(n,{...e,children:(0,l.jsx)(u,{...e})}):u(e)}}}]);
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