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<title data-rh="true">Organizations | 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/User Menu/Console/organizations"><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="Organizations | OpenSign™"><meta data-rh="true" name="description" content="The Organizations section in OpenSign allows administrators to create and manage separate groups within a Team or Enterprise account."><meta data-rh="true" property="og:description" content="The Organizations section in OpenSign allows administrators to create and manage separate groups within a Team or Enterprise account."><link data-rh="true" rel="icon" href="/img/favicon.ico"><link data-rh="true" rel="canonical" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/organizations"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/organizations" hreflang="en"><link data-rh="true" rel="alternate" href="https://docs.opensignlabs.com/docs/help/User Menu/Console/organizations" hreflang="x-default"><script data-rh="true" type="application/ld+json">{"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"User Menu","item":"https://docs.opensignlabs.com/docs/category/user-menu"},{"@type":"ListItem","position":2,"name":"Console","item":"https://docs.opensignlabs.com/docs/category/console"},{"@type":"ListItem","position":3,"name":"Organizations","item":"https://docs.opensignlabs.com/docs/help/User Menu/Console/organizations"}]}</script><link rel="alternate" type="application/rss+xml" href="/blog/rss.xml" title="OpenSign™ RSS Feed">
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Certificate</span></a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-3 menu__list-item"><a class="menu__link menu__link--active" aria-current="page" tabindex="0" href="/docs/help/User Menu/Console/organizations"><span title="Organizations" class="linkLabel_WmDU">Organizations</span></a></li><li class="theme-doc-sidebar-item-link theme-doc-sidebar-item-link-level-3 menu__list-item"><a class="menu__link" tabindex="0" href="/docs/help/User Menu/Console/orgadmin"><span title="Org Admins" class="linkLabel_WmDU">Org Admins</span></a></li></ul></li></ul></li><li class="theme-doc-sidebar-item-category theme-doc-sidebar-item-category-level-1 menu__list-item menu__list-item--collapsed"><div class="menu__list-item-collapsible"><a class="categoryLink_byQd menu__link menu__link--sublist" 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/user-menu"><span>User Menu</span></a></li><li class="breadcrumbs__item"><a class="breadcrumbs__link" href="/docs/category/console"><span>Console</span></a></li><li class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link">Organizations</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>🏢 Organizations</h1></header>
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<p>The <strong>Organizations</strong> section in <strong>OpenSign</strong> allows administrators to create and manage <strong>separate groups</strong> within a <strong>Team or Enterprise account</strong>.<br>
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<!-- -->Each organization acts as an <strong>independent workspace</strong> with its <strong>own users, teams, templates, and signing workflows</strong>.</p>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-what-are-organizations-in-opensign">🧩 What Are Organizations in OpenSign?<a href="#-what-are-organizations-in-opensign" class="hash-link" aria-label="Direct link to 🧩 What Are Organizations in OpenSign?" title="Direct link to 🧩 What Are Organizations in OpenSign?" translate="no"></a></h2>
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<p>An <strong>Organization</strong> represents a <strong>distinct sub-account</strong> under your main (team or enterprise) OpenSign account.<br>
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<!-- -->Organizations are completely <strong>isolated</strong> from each other — meaning:</p>
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<ul>
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<li class="">Teams and users from one organization <strong>cannot view or access</strong> teams, documents, or users from another organization.</li>
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<li class="">Each organization functions as its own <strong>secure workspace</strong> within your overall account.</li>
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<li class="">You can manage multiple organizations from a <strong>single admin console</strong>, ensuring centralized control.</li>
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</ul>
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<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="-example-use-case">💼 Example Use Case<a href="#-example-use-case" class="hash-link" aria-label="Direct link to 💼 Example Use Case" title="Direct link to 💼 Example Use Case" translate="no"></a></h3>
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<p>If your company manages multiple <strong>clients or departments</strong>, each with its own teams and sub-users, the <strong>Organizations</strong> feature is perfect for you.</p>
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<p>For example:</p>
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<ul>
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<li class="">An agency can create <strong>individual sub-accounts</strong> for each client (Client A, Client B, etc.).</li>
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<li class="">Each client’s team members and workflows remain <strong>private and independent</strong>.</li>
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<li class="">The <strong>main admin (enterprise account holder)</strong> retains full control and visibility from the console.</li>
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</ul>
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<blockquote>
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<p>💰 <strong>Billing:</strong> All organizations under the same account are billed centrally by the <strong>primary account holder</strong>.<br>
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<!-- -->This ensures simplified management and unified subscription handling.</p>
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</blockquote>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-how-to-set-up-organizations-in-opensign">🚀 How to Set Up Organizations in OpenSign<a href="#-how-to-set-up-organizations-in-opensign" class="hash-link" aria-label="Direct link to 🚀 How to Set Up Organizations in OpenSign" title="Direct link to 🚀 How to Set Up Organizations in OpenSign" translate="no"></a></h2>
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<ol>
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<li class="">Log in to your <strong>OpenSign</strong> account using an <strong>Admin account</strong>.</li>
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<li class="">Click on your <strong>profile menu</strong> (top-right corner) and select <strong>Console</strong>.</li>
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<li class="">Once the <strong>Console app</strong> opens, navigate to the left sidebar and expand the <strong>Teams</strong> menu.</li>
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<li class="">Click on <strong>Organizations</strong>.</li>
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<li class="">The <strong>Organizations Management</strong> panel will appear, displaying a list of existing organizations and the option to add new ones.</li>
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</ol>
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<blockquote>
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<p>🔒 <strong>Note:</strong> The <strong>Console</strong> and <strong>Organizations</strong> pages are accessible only to <strong>Admin users</strong>.<br>
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<!-- -->Regular users will not see this option in their menu.</p>
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</blockquote>
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<hr>
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<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="-add-a-new-organization">➕ Add a New Organization<a href="#-add-a-new-organization" class="hash-link" aria-label="Direct link to ➕ Add a New Organization" title="Direct link to ➕ Add a New Organization" translate="no"></a></h2>
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<p>To create a new organization:</p>
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<ol>
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<li class="">Click the <strong>➕ (Add)</strong> icon at the top-right corner of the Organizations panel.</li>
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<li class="">In the <strong>Add Organization</strong> popup:<!-- -->
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<ul>
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<li class=""><strong>Name</strong> — Enter the name of your organization. <em>(Required)</em></li>
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</ul>
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</li>
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<li class="">Click <strong>Submit</strong> to save or <strong>Reset</strong> to clear the input.</li>
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</ol>
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<blockquote>
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<p>💡 <strong>Tip:</strong> Use clear and descriptive names (e.g., <em>Client Alpha</em>, <em>Marketing Division</em>, <em>PS Inc.</em>)<br>
|
||
<!-- -->for easier management and reporting.</p>
|
||
</blockquote>
|
||
<hr>
|
||
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="️-manage-organizations">⚙️ Manage Organizations<a href="#️-manage-organizations" class="hash-link" aria-label="Direct link to ⚙️ Manage Organizations" title="Direct link to ⚙️ Manage Organizations" translate="no"></a></h2>
|
||
<p>The <strong>Organizations table</strong> lists all existing organizations with the following details:</p>
|
||
<ul>
|
||
<li class=""><strong>Sr.No</strong> — Serial number of the organization.</li>
|
||
<li class=""><strong>Name</strong> — The registered name of the organization.</li>
|
||
<li class=""><strong>IsActive</strong> — Toggle to activate or deactivate the organization.</li>
|
||
</ul>
|
||
<blockquote>
|
||
<p>⚠️ <strong>Note:</strong> Deactivating an organization disables all its associated users and workflows until it is reactivated.</p>
|
||
</blockquote>
|
||
<hr>
|
||
<p>If you require more help, feel free to reach out to our customer support on <a href="mailto:support@opensignlabs.com" target="_blank" rel="noopener noreferrer" class="">support@opensignlabs.com</a>.</p>
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||
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