OpenSign/assets/js/cd2b86eb.1a09839e.js

"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[6505],{34248(e,t,n){n.r(t),n.d(t,{assets:()=>c,contentTitle:()=>l,default:()=>h,frontMatter:()=>r,metadata:()=>s,toc:()=>d});const s=JSON.parse('{"id":"help/Settings/Teams","title":"Manage Teams","description":"The Teams feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration.","source":"@site/docs/help/Settings/Teams.md","sourceDirName":"help/Settings","slug":"/help/Settings/Teams","permalink":"/docs/help/Settings/Teams","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/Teams.md","tags":[],"version":"current","sidebarPosition":5,"frontMatter":{"sidebar_position":5,"title":"Manage Teams"},"sidebar":"tutorialSidebar","previous":{"title":"Preferences","permalink":"/docs/help/Settings/Preferences"},"next":{"title":"Manage users","permalink":"/docs/help/Settings/manage-users"}}');var i=n(74848),a=n(28453);const r={sidebar_position:5,title:"Manage Teams"},l="\ud83d\udc65 Teams Management in OpenSign",c={},d=[{value:"\ud83e\udded How to Access the Teams Page",id:"-how-to-access-the-teams-page",level:2},{value:"\ud83d\udccb Teams Overview",id:"-teams-overview",level:2},{value:"\u2795 Adding a New Team",id:"-adding-a-new-team",level:2},{value:"\ud83d\udd8a\ufe0f Editing an Existing Team",id:"\ufe0f-editing-an-existing-team",level:2},{value:"\ud83c\udf10 Where You Can Use the Teams",id:"-where-you-can-use-the-teams",level:2},{value:"\ud83d\udeab Deactivating a Team",id:"-deactivating-a-team",level:2},{value:"\u2139\ufe0f Notes",id:"\u2139\ufe0f-notes",level:2}];function o(e){const t={a:"a",blockquote:"blockquote",em:"em",h1:"h1",h2:"h2",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,a.R)(),...e.components};return(0,i.jsxs)(i.Fragment,{children:[(0,i.jsx)(t.header,{children:(0,i.jsx)(t.h1,{id:"-teams-management-in-opensign",children:"\ud83d\udc65 Teams Management in OpenSign"})}),"\n",(0,i.jsxs)(t.p,{children:["The ",(0,i.jsx)(t.strong,{children:"Teams"})," feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration."]}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"-how-to-access-the-teams-page",children:"\ud83e\udded How to Access the Teams Page"}),"\n",(0,i.jsxs)(t.ol,{children:["\n",(0,i.jsx)(t.li,{children:"Log in to your OpenSign account."}),"\n",(0,i.jsxs)(t.li,{children:["In the left-hand sidebar, navigate to ",(0,i.jsx)(t.strong,{children:"Settings \u2192 Teams"}),"."]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"436",alt:"Navigate-to-Teams",src:"https://github.com/user-attachments/assets/2e292fc2-83b9-41b4-b133-451286744547"}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"-teams-overview",children:"\ud83d\udccb Teams Overview"}),"\n",(0,i.jsx)(t.p,{children:"On the Teams page, you'll see a list of all existing teams. Each row includes:"}),"\n",(0,i.jsxs)(t.table,{children:[(0,i.jsx)(t.thead,{children:(0,i.jsxs)(t.tr,{children:[(0,i.jsx)(t.th,{children:"Column"}),(0,i.jsx)(t.th,{children:"Description"})]})}),(0,i.jsxs)(t.tbody,{children:[(0,i.jsxs)(t.tr,{children:[(0,i.jsx)(t.td,{children:(0,i.jsx)(t.strong,{children:"Sr. No"})}),(0,i.jsx)(t.td,{children:"Serial number of the team in the list."})]}),(0,i.jsxs)(t.tr,{children:[(0,i.jsx)(t.td,{children:(0,i.jsx)(t.strong,{children:"Name"})}),(0,i.jsx)(t.td,{children:"The name of the team."})]}),(0,i.jsxs)(t.tr,{children:[(0,i.jsx)(t.td,{children:(0,i.jsx)(t.strong,{children:"Parent Team"})}),(0,i.jsx)(t.td,{children:"The parent team this team belongs to (useful for hierarchical grouping)."})]}),(0,i.jsxs)(t.tr,{children:[(0,i.jsx)(t.td,{children:(0,i.jsx)(t.strong,{children:"Active"})}),(0,i.jsx)(t.td,{children:"Toggle to activate or deactivate the team."})]}),(0,i.jsxs)(t.tr,{children:[(0,i.jsx)(t.td,{children:(0,i.jsx)(t.strong,{children:"Edit"})}),(0,i.jsx)(t.td,{children:"Click the pencil icon to edit the team name or parent team."})]})]})]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["\ud83d\udfe2 ",(0,i.jsx)(t.strong,{children:"Active"})," teams are currently usable across OpenSign modules."]}),"\n",(0,i.jsxs)(t.li,{children:["\u26aa ",(0,i.jsx)(t.strong,{children:"Inactive"})," teams are hidden from functional views but not deleted."]}),"\n"]}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"-adding-a-new-team",children:"\u2795 Adding a New Team"}),"\n",(0,i.jsx)(t.p,{children:"To create a new team:"}),"\n",(0,i.jsxs)(t.ol,{children:["\n",(0,i.jsxs)(t.li,{children:["Click the ",(0,i.jsx)(t.strong,{children:"\u2795 Add Team"})," button at the top-right of the page."]}),"\n",(0,i.jsxs)(t.li,{children:["A modal will appear titled ",(0,i.jsx)(t.strong,{children:"Add Team"}),"."]}),"\n"]}),"\n",(0,i.jsx)(t.p,{children:(0,i.jsx)(t.strong,{children:"Fill in the following details:"})}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Name"})," (Required): Enter a name for the new team."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Parent Team"}),": Choose a parent group (default is ",(0,i.jsx)(t.strong,{children:"All Users"}),")."]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"436",alt:"add team",src:"https://github.com/user-attachments/assets/74c042b1-2c31-4d00-81f4-0abeaf0c985c"}),"\n",(0,i.jsxs)(t.ol,{start:"3",children:["\n",(0,i.jsxs)(t.li,{children:["Click ",(0,i.jsx)(t.strong,{children:"Submit"})," to create the team or ",(0,i.jsx)(t.strong,{children:"Reset"})," to clear the form."]}),"\n"]}),"\n",(0,i.jsxs)(t.blockquote,{children:["\n",(0,i.jsxs)(t.p,{children:["\ud83d\udcdd ",(0,i.jsx)(t.strong,{children:"Tip:"})," Use parent teams to build a team hierarchy \u2014 for example, placing ",(0,i.jsx)(t.em,{children:"Marketing"})," under ",(0,i.jsx)(t.em,{children:"HR"}),"."]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"436",alt:"New team",src:"https://github.com/user-attachments/assets/7f69afeb-c96e-46d4-b5ee-5af9dd656d2a"}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"\ufe0f-editing-an-existing-team",children:"\ud83d\udd8a\ufe0f Editing an Existing Team"}),"\n",(0,i.jsx)(t.p,{children:"To edit a team:"}),"\n",(0,i.jsxs)(t.ol,{children:["\n",(0,i.jsxs)(t.li,{children:["Click the ",(0,i.jsx)(t.strong,{children:"pencil icon"})," next to the team name."]}),"\n",(0,i.jsx)(t.li,{children:"Modify the team name or parent group."}),"\n",(0,i.jsx)(t.li,{children:"Save the changes."}),"\n"]}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"-where-you-can-use-the-teams",children:"\ud83c\udf10 Where You Can Use the Teams"}),"\n",(0,i.jsxs)(t.ol,{children:["\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Active teams"})," are available when creating new users \u2014 you can select a team from the dropdown and add multiple users under one team."]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"436",alt:"create new user",src:"https://github.com/user-attachments/assets/3aea0ff3-5aa2-416c-b6cc-7148e7d694e6"}),"\n",(0,i.jsxs)(t.ol,{start:"2",children:["\n",(0,i.jsxs)(t.li,{children:["You can also ",(0,i.jsx)(t.strong,{children:"share templates"})," with teams. Once a template is shared with a team, ",(0,i.jsx)(t.strong,{children:"all users in that team can access the template"}),"."]}),"\n"]}),"\n",(0,i.jsx)("img",{width:"436",alt:"Share template",src:"https://github.com/user-attachments/assets/22ddde66-7cd9-4e4b-a012-8e1e72043d20"}),"\n",(0,i.jsx)("img",{width:"436",alt:"Share template with team",src:"https://github.com/user-attachments/assets/534556ce-1641-44c1-a794-54033ca01376"}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"-deactivating-a-team",children:"\ud83d\udeab Deactivating a Team"}),"\n",(0,i.jsxs)(t.p,{children:["To deactivate a team, toggle the ",(0,i.jsx)(t.strong,{children:"Active"})," switch off. This will:"]}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsx)(t.li,{children:"Prevent users in this team from logging into their OpenSign accounts."}),"\n",(0,i.jsxs)(t.li,{children:["Hide the team from the ",(0,i.jsx)(t.strong,{children:"Teams dropdown"})," when adding new users."]}),"\n",(0,i.jsx)(t.li,{children:"Prevent template sharing with deactivated teams."}),"\n",(0,i.jsx)(t.li,{children:"Preserve team data for future reactivation and audit purposes."}),"\n"]}),"\n",(0,i.jsx)(t.hr,{}),"\n",(0,i.jsx)(t.h2,{id:"\u2139\ufe0f-notes",children:"\u2139\ufe0f Notes"}),"\n",(0,i.jsxs)(t.ul,{children:["\n",(0,i.jsxs)(t.li,{children:["The ",(0,i.jsx)(t.strong,{children:"All Users"})," team is the default root and ",(0,i.jsx)(t.strong,{children:"cannot be deleted"}),"."]}),"\n",(0,i.jsxs)(t.li,{children:[(0,i.jsx)(t.strong,{children:"Deactivated teams"})," can be re-enabled anytime using the toggle."]}),"\n",(0,i.jsxs)(t.li,{children:["Only users with ",(0,i.jsx)(t.strong,{children:"administrative privileges"})," can access and manage the Teams page."]}),"\n"]}),"\n",(0,i.jsxs)(t.p,{children:["If you require more help, feel free to reach out to our customer support at ",(0,i.jsx)(t.strong,{children:(0,i.jsx)(t.a,{href:"mailto:support@opensignlabs.com",children:"support@opensignlabs.com"})}),"."]}),"\n",(0,i.jsx)(t.p,{children:(0,i.jsx)(t.strong,{children:"Happy signing with OpenSign\u2122!"})})]})}function h(e={}){const{wrapper:t}={...(0,a.R)(),...e.components};return t?(0,i.jsx)(t,{...e,children:(0,i.jsx)(o,{...e})}):o(e)}},28453(e,t,n){n.d(t,{R:()=>r,x:()=>l});var s=n(96540);const i={},a=s.createContext(i);function r(e){const t=s.useContext(a);return s.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function l(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:r(e.components),s.createElement(a.Provider,{value:t},e.children)}}}]);