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<title data-rh="true">Manage users | OpenSign™</title><meta data-rh="true" name="viewport" content="width=device-width,initial-scale=1"><meta data-rh="true" name="twitter:card" content="summary_large_image"><meta data-rh="true" property="og:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" name="twitter:image" content="https://docs.opensignlabs.com/img/docusaurus-social-card.png"><meta data-rh="true" property="og:url" content="https://docs.opensignlabs.com/docs/help/Settings/manage-users"><meta data-rh="true" property="og:locale" content="en"><meta data-rh="true" name="docusaurus_locale" content="en"><meta data-rh="true" name="docsearch:language" content="en"><meta data-rh="true" name="docusaurus_version" content="current"><meta data-rh="true" name="docusaurus_tag" content="docs-default-current"><meta data-rh="true" name="docsearch:version" content="current"><meta data-rh="true" name="docsearch:docusaurus_tag" content="docs-default-current"><meta data-rh="true" property="og:title" content="Manage users | OpenSign™"><meta data-rh="true" name="description" content="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."><meta data-rh="true" property="og:description" content="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."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/Settings/manage-users"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/manage-users" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/Settings/manage-users" hreflang="x-default"><script data-rh="true" type="application/ld+json">{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Settings","item":"https://docs.opensignlabs.com/docs/category/settings"},{"@type":"ListItem","position":2,"name":"Manage users","item":"https://docs.opensignlabs.com/docs/help/Settings/manage-users"}]}</script><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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href="/docs/category/faqs"><span title="FAQs" class="categoryLinkLabel_W154">FAQs</span></a><button aria-label="Expand sidebar category 'FAQs'" aria-expanded="false" type="button" class="clean-btn menu__caret"></button></div></li></ul></nav></div></div></aside><main class="docMainContainer_TBSr"><div class="container padding-top--md padding-bottom--lg"><div class="row"><div class="col docItemCol_xLCN"><div class="docItemContainer_jfFK"><article><nav class="theme-doc-breadcrumbs breadcrumbsContainer_Z_bl" aria-label="Breadcrumbs"><ul class="breadcrumbs"><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 class="breadcrumbs__item"><a class="breadcrumbs__link" href="/docs/category/settings"><span>Settings</span></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">Manage users</span></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>👤 User Management</h1></header>
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<p>The <strong>User Management</strong> feature in OpenSign allows administrators to add, edit, and manage users within the platform. This functionality is available on <strong>Self-Hosted</strong>, <strong>Teams</strong>, and <strong>Enterprise</strong> plans.</p>
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<blockquote>
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<p>✅ Only users with the roles <strong>Admin</strong> or <strong>OrgAdmin</strong> have permission to access and manage users.</p>
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</blockquote>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-accessing-user-management">🧭 Accessing User Management<a href="#-accessing-user-management" class="hash-link" aria-label="Direct link to 🧭 Accessing User Management" title="Direct link to 🧭 Accessing User Management" translate="no"></a></h2>
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<p>To access the user management panel:</p>
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<ol>
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<li class="">Log in to your OpenSign account.</li>
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<li class="">In the left-hand sidebar, navigate to <strong>Settings → Users</strong>.</li>
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</ol>
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<img width="436" alt="Navigate-to-users" src="https://github.com/user-attachments/assets/9f34201c-fda7-406b-9a78-49a5459269cd">
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<p>A list of existing users will be displayed.</p>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-adding-a-new-user">➕ Adding a New User<a href="#-adding-a-new-user" class="hash-link" aria-label="Direct link to ➕ Adding a New User" title="Direct link to ➕ Adding a New User" translate="no"></a></h2>
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<p>To add a new user:</p>
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<ol>
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<li class="">
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<p><strong>Click the ➕ Add User Button</strong></p>
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</li>
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<li class="">
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<p><strong>Fill in the User Information</strong></p>
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<table><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>✅ Yes</td><td>Enter the user's full name.</td></tr><tr><td><strong>Email</strong></td><td>✅ Yes</td><td>Enter a valid email address.</td></tr><tr><td><strong>Password</strong></td><td>✅ Yes</td><td>The system auto-generates a password. <strong>Copy it immediately</strong> as it will be shown only once.</td></tr><tr><td><strong>Phone</strong></td><td>❌ No</td><td>(Optional) Enter the user’s phone number.</td></tr><tr><td><strong>Team</strong></td><td>✅ Yes</td><td>Select the team the user belongs to from the dropdown.<br><em>Note: Teams must be created beforehand under <strong>Settings → Teams</strong> (available in Teams & Enterprise plans).</em></td></tr><tr><td><strong>Role</strong></td><td>✅ Yes</td><td>Choose one of the following roles:</td></tr><tr><td></td><td></td><td>- <strong>OrgAdmin</strong>: Full access, including user and team management.</td></tr><tr><td></td><td></td><td>- <strong>Editor</strong>: Can create and share templates but <strong>cannot manage users</strong>.</td></tr><tr><td></td><td></td><td>- <strong>User</strong>: Can use templates for signing but <strong>cannot share</strong> them or manage users.</td></tr></tbody></table>
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</li>
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</ol>
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<img width="436" alt="Add-user-form" src="https://github.com/user-attachments/assets/c176dd4f-257d-42e2-be7f-a05a1f7e4094">
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<ol start="3">
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<li class=""><strong>Submit or Cancel</strong>
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<ul>
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<li class="">Click <strong>Submit</strong> to create the user.</li>
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<li class="">Click <strong>Cancel</strong> to exit without saving.</li>
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</ul>
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</li>
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</ol>
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<blockquote>
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<p>🔒 <strong>Note:</strong> Once a user is created, the password will not be visible again. If needed, you can use the <strong>"Forgot Password"</strong> option on the login page to reset it.</p>
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</blockquote>
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<img width="436" alt="new user" src="https://github.com/user-attachments/assets/647c40d8-061d-4e0a-b62c-302296e83493">
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-managing-user-status">🔁 Managing User Status<a href="#-managing-user-status" class="hash-link" aria-label="Direct link to 🔁 Managing User Status" title="Direct link to 🔁 Managing User Status" translate="no"></a></h2>
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<ul>
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<li class=""><strong>Activate/Deactivate Users</strong>
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<ul>
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<li class="">Use the toggle in the <strong>Active</strong> column to enable or disable a user’s account.</li>
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<li class=""><strong>Deactivated users</strong> will not be able to log in to OpenSign until reactivated.</li>
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</ul>
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</li>
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</ul>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-delete-users">🔁 Delete Users<a href="#-delete-users" class="hash-link" aria-label="Direct link to 🔁 Delete Users" title="Direct link to 🔁 Delete Users" translate="no"></a></h2>
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<ul>
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<li class="">OpenSign allows <strong>admins</strong> to delete users when needed.</li>
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<li class="">Once a user is deleted, their account and all associated data are <strong>permanently removed</strong>. OpenSign does <strong>not</strong> keep deleted user records and restoration is <strong>not possible</strong>.</li>
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<li class="">To delete a user:<!-- -->
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<ol>
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<li class="">Click the <strong>Delete</strong> button next to the user you want to remove.</li>
|
||
<li class="">A confirmation popup will appear.</li>
|
||
<li class="">Enter the user’s email in the input box and click <strong>Delete</strong>.</li>
|
||
</ol>
|
||
</li>
|
||
<li class="">After deletion, the user (and all related data) will be permanently erased.</li>
|
||
</ul>
|
||
<blockquote>
|
||
<p>⚡ <strong>Note:</strong> Once a user is deleted, your <strong>available user count will automatically increase</strong>.</p>
|
||
</blockquote>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-change-password">🔁 Change Password<a href="#-change-password" class="hash-link" aria-label="Direct link to 🔁 Change Password" title="Direct link to 🔁 Change Password" translate="no"></a></h2>
|
||
<ul>
|
||
<li class="">
|
||
<p>OpenSign allows <strong>admins</strong> to update a team user's password whenever required.</p>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>To change a user’s password:</strong></p>
|
||
<ol>
|
||
<li class="">Navigate to <strong>Settings → Users</strong> and click the <strong>Change Password</strong> button next to the user whose password needs to be updated.</li>
|
||
<li class="">Enter the new password on the reset password screen and submit.</li>
|
||
</ol>
|
||
</li>
|
||
<li class="">
|
||
<p>The user’s password will be successfully updated, and they will no longer be able to log in using the old password.</p>
|
||
</li>
|
||
</ul>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-add-api-credits">🔁 Add API Credits<a href="#-add-api-credits" class="hash-link" aria-label="Direct link to 🔁 Add API Credits" title="Direct link to 🔁 Add API Credits" translate="no"></a></h2>
|
||
<ul>
|
||
<li class="">
|
||
<p>OpenSign allows <strong>admins to assign API credits</strong> to team users. This feature helps control and limit how many API-based document operations a user can perform.</p>
|
||
</li>
|
||
<li class="">
|
||
<p>A team user can only use the number of credits allocated by the admin.</p>
|
||
<ul>
|
||
<li class="">For example, if an admin assigns <strong>100 API credits</strong>, the user can perform API actions only until those 100 credits are consumed.</li>
|
||
<li class="">Once credits are exhausted, the admin can add more.<!-- -->
|
||
<ul>
|
||
<li class="">Example: If the admin wants to give the user 50 additional credits, they must enter the updated total — 150 credits. After updating, the user will have 50 usable credits remaining.</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</li>
|
||
<li class="">
|
||
<p><strong>How to add API credits:</strong></p>
|
||
<ol>
|
||
<li class="">Navigate to <strong>Settings → Users</strong> and click the <strong>Add Credits</strong> button next to the user who needs add API credits.</li>
|
||
<li class="">Enter the number of credits to allocate and submit.</li>
|
||
</ol>
|
||
</li>
|
||
<li class="">
|
||
<p>The user will now be able to use the assigned API credits up to the new limit.</p>
|
||
</li>
|
||
</ul>
|
||
<blockquote>
|
||
<p>⚡ <strong>Note:</strong> Credits can only be added if the selected user has an active API token.</p>
|
||
</blockquote>
|
||
<p><strong>How to create an API token for a team user:</strong></p>
|
||
<ol>
|
||
<li class="">Log in using the team user's email address.</li>
|
||
<li class="">Navigate to <strong>Settings → API Token</strong>.</li>
|
||
<li class="">Generate a live API token.</li>
|
||
</ol>
|
||
<p>Once the API token is created, the admin can assign API credits to that user.</p>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-permissions-by-role">🔐 Permissions by Role<a href="#-permissions-by-role" class="hash-link" aria-label="Direct link to 🔐 Permissions by Role" title="Direct link to 🔐 Permissions by Role" translate="no"></a></h2>
|
||
<table><thead><tr><th>Role</th><th>Manage Users</th><th>Create Templates</th><th>Share Templates with Teams</th><th>Use Templates</th></tr></thead><tbody><tr><td><strong>OrgAdmin</strong></td><td>✅ Yes</td><td>✅ Yes</td><td>✅ Yes</td><td>✅ Yes</td></tr><tr><td><strong>Editor</strong></td><td>❌ No</td><td>✅ Yes</td><td>✅ Yes</td><td>✅ Yes</td></tr><tr><td><strong>User</strong></td><td>❌ No</td><td>✅ Yes</td><td>❌ No</td><td>✅ Yes</td></tr></tbody></table>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-buy-more-users-buy-additional-seats">👥 Buy More Users (Buy Additional Seats)<a href="#-buy-more-users-buy-additional-seats" class="hash-link" aria-label="Direct link to 👥 Buy More Users (Buy Additional Seats)" title="Direct link to 👥 Buy More Users (Buy Additional Seats)" translate="no"></a></h2>
|
||
<p>OpenSign allows you to create users based on the number of seats included in your selected plan. For example, if your current plan includes <strong>2 users</strong>, you can only create <strong>2 users</strong> by default. To add a <strong>third user</strong>, you must <strong>purchase additional seats</strong>.</p>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="steps-to-buy-more-users">Steps to Buy More Users<a href="#steps-to-buy-more-users" class="hash-link" aria-label="Direct link to Steps to Buy More Users" title="Direct link to Steps to Buy More Users" translate="no"></a></h3>
|
||
<ol>
|
||
<li class=""><strong>Click "Buy more users"</strong></li>
|
||
<li class="">A popup titled <strong>Add Seats</strong> will appear.</li>
|
||
<li class=""><strong>Enter Quantity</strong> – specify how many additional users (seats) you want to purchase.</li>
|
||
<li class="">The <strong>cost</strong> will be calculated automatically based on your plan rate (e.g., USD 100 per user).</li>
|
||
<li class="">Click the <strong>Proceed</strong> button to finalize the purchase.</li>
|
||
<li class="">The seats will be <strong>immediately added</strong> to your account.</li>
|
||
</ol>
|
||
<img width="436" alt="buy-more-seats" src="https://github.com/user-attachments/assets/2e093a64-1b75-4543-b4c4-1186d4c02b09">
|
||
<ol start="7">
|
||
<li class="">Once you’ve purchased additional seats, click the <strong>"+" Add User</strong> button to create the new user.</li>
|
||
</ol>
|
||
<blockquote>
|
||
<p>💡 <strong>Tip:</strong> You can also purchase additional seats in advance to avoid interruptions during user onboarding.</p>
|
||
</blockquote>
|
||
<hr>
|
||
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="-understanding-available-seats">🔢 Understanding "Available Seats"<a href="#-understanding-available-seats" class="hash-link" aria-label="Direct link to 🔢 Understanding "Available Seats"" title="Direct link to 🔢 Understanding "Available Seats"" translate="no"></a></h3>
|
||
<p>At the bottom-right of the <strong>Users</strong> page, you’ll see the <strong>Available seats</strong> status.</p>
|
||
<img width="436" alt="seat-availability" src="https://github.com/user-attachments/assets/37c2a5c7-0d4b-4bd2-8fb1-11def9e65b42">
|
||
<p><strong>Example:</strong><br>
|
||
<code>Available seats: 2/3</code></p>
|
||
<p>This means:</p>
|
||
<ul>
|
||
<li class=""><strong>2 seats</strong> are currently available for creating new users.</li>
|
||
<li class=""><strong>3</strong> is the <strong>total number of user seats</strong> your organization has purchased.</li>
|
||
</ul>
|
||
<p>If the available seats count is <strong>0</strong>, you must <strong>buy more seats</strong> before adding new users.</p>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-frequently-asked-questions-faq">📌 Frequently Asked Questions (FAQ)<a href="#-frequently-asked-questions-faq" class="hash-link" aria-label="Direct link to 📌 Frequently Asked Questions (FAQ)" title="Direct link to 📌 Frequently Asked Questions (FAQ)" translate="no"></a></h2>
|
||
<p><strong>Q: How do I pay for purchased add-on users?</strong><br>
|
||
<strong>A:</strong> After purchasing additional users (seats), your saved card will be charged automatically, and an invoice will be emailed to your registered address.
|
||
If no card is on saved, a payment link will be sent to your email to complete the transaction.</p>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-need-help">📣 Need Help?<a href="#-need-help" class="hash-link" aria-label="Direct link to 📣 Need Help?" title="Direct link to 📣 Need Help?" translate="no"></a></h2>
|
||
<p>If you need further assistance, feel free to reach out to our customer support at <strong><a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer" class="">support@opensignlabs.com</a></strong>.</p>
|
||
<p>For more support and updates, follow us on:</p>
|
||
<ul>
|
||
<li class="">🌐 <a href="http://www.opensignlabs.com" target="_blank" rel="noopener noreferrer" class="">Website</a></li>
|
||
<li class="">🐦 <a href="https://twitter.com/OpenSignHQ" target="_blank" rel="noopener noreferrer" class="">Twitter</a></li>
|
||
<li class="">📘 <a href="https://www.facebook.com/profile.php?id=61551030403669" target="_blank" rel="noopener noreferrer" class="">Facebook</a></li>
|
||
<li class="">💼 <a href="https://www.linkedin.com/company/opensignhq/" target="_blank" rel="noopener noreferrer" class="">LinkedIn</a></li>
|
||
<li class="">📺 <a href="https://www.youtube.com/@opensignhq" target="_blank" rel="noopener noreferrer" class="">YouTube</a></li>
|
||
</ul>
|
||
<hr>
|
||
<p>Happy signing with <strong>OpenSign™</strong>!</p></div></div></div><div class="row"><div class="col col--12"><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col noPrint_WFHX"><a href="https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Settings/manage-users.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col lastUpdated_JAkA"></div></div></footer></div></div></article><div class="row"><div class="col col--12"><nav class="docusaurus-mt-lg pagination-nav" aria-label="Docs pages"><a class="pagination-nav__link pagination-nav__link--prev" href="/docs/help/Settings/Teams"><div class="pagination-nav__sublabel">Previous</div><div class="pagination-nav__label">Manage Teams</div></a><a class="pagination-nav__link pagination-nav__link--next" href="/docs/help/Settings/disabledocumentid"><div class="pagination-nav__sublabel">Next</div><div class="pagination-nav__label">Disable DocumentId</div></a></nav></div></div></div></div><div class="col col--3"><div class="tableOfContents_bqdL thin-scrollbar theme-doc-toc-desktop"><ul class="table-of-contents table-of-contents__left-border"><li><a href="#-accessing-user-management" class="table-of-contents__link toc-highlight">🧭 Accessing User Management</a></li><li><a href="#-adding-a-new-user" class="table-of-contents__link toc-highlight">➕ Adding a New User</a></li><li><a href="#-managing-user-status" class="table-of-contents__link toc-highlight">🔁 Managing User Status</a></li><li><a href="#-delete-users" class="table-of-contents__link toc-highlight">🔁 Delete Users</a></li><li><a href="#-change-password" class="table-of-contents__link toc-highlight">🔁 Change Password</a></li><li><a href="#-add-api-credits" class="table-of-contents__link toc-highlight">🔁 Add API Credits</a></li><li><a href="#-permissions-by-role" class="table-of-contents__link toc-highlight">🔐 Permissions by Role</a></li><li><a href="#-buy-more-users-buy-additional-seats" class="table-of-contents__link toc-highlight">👥 Buy More Users (Buy Additional Seats)</a><ul><li><a href="#steps-to-buy-more-users" class="table-of-contents__link toc-highlight">Steps to Buy More Users</a></li><li><a href="#-understanding-available-seats" class="table-of-contents__link toc-highlight">🔢 Understanding "Available Seats"</a></li></ul></li><li><a href="#-frequently-asked-questions-faq" class="table-of-contents__link toc-highlight">📌 Frequently Asked Questions (FAQ)</a></li><li><a href="#-need-help" class="table-of-contents__link toc-highlight">📣 Need Help?</a></li></ul></div></div></div></div></main></div></div></div><footer class="theme-layout-footer footer footer--dark"><div class="container container-fluid"><div class="row footer__links"><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Docs</div><ul class="footer__items clean-list"><li class="footer__item"><a class="footer__link-item" href="/docs/help/intro">Help</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/API-docs/v1.1">APIs</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/contribute/intro">Contribute</a></li><li class="footer__item"><a class="footer__link-item" href="/docs/self-host/intro">Self-host</a></li></ul></div><div class="theme-layout-footer-column col footer__col"><div class="footer__title">Community</div><ul class="footer__items clean-list"><li class="footer__item"><a href="https://discord.com/invite/xe9TDuyAyj" target="_blank" rel="noopener noreferrer" 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||
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