👥 Teams Management in OpenSign
The Teams feature in OpenSign allows you to organize your users into structured groups for easier management, permissions control, and streamlined workflow configuration.
🧭 How to Access the Teams Page
- Log in to your OpenSign account.
- In the left-hand sidebar, navigate to Settings → Teams.
📋 Teams Overview
On the Teams page, you'll see a list of all existing teams. Each row includes:
Column | Description |
---|---|
Sr. No | Serial number of the team in the list. |
Name | The name of the team. |
Parent Team | The parent team this team belongs to (useful for hierarchical grouping). |
Active | Toggle to activate or deactivate the team. |
Edit | Click the pencil icon to edit the team name or parent team. |
- 🟢 Active teams are currently usable across OpenSign modules.
- ⚪ Inactive teams are hidden from functional views but not deleted.
➕ Adding a New Team
To create a new team:
- Click the ➕ Add Team button at the top-right of the page.
- A modal will appear titled Add Team.
Fill in the following details:
- Name (Required): Enter a name for the new team.
- Parent Team: Choose a parent group (default is All Users).
- Click Submit to create the team or Reset to clear the form.
📝 Tip: Use parent teams to build a team hierarchy — for example, placing Marketing under HR.
🖊️ Editing an Existing Team
To edit a team:
- Click the pencil icon next to the team name.
- Modify the team name or parent group.
- Save the changes.
🌐 Where You Can Use the Teams
- Active teams are available when creating new users — you can select a team from the dropdown and add multiple users under one team.
- You can also share templates with teams. Once a template is shared with a team, all users in that team can access the template.
🚫 Deactivating a Team
To deactivate a team, toggle the Active switch off. This will:
- Prevent users in this team from logging into their OpenSign accounts.
- Hide the team from the Teams dropdown when adding new users.
- Prevent template sharing with deactivated teams.
- Preserve team data for future reactivation and audit purposes.
ℹ️ Notes
- The All Users team is the default root and cannot be deleted.
- Deactivated teams can be re-enabled anytime using the toggle.
- Only users with administrative privileges can access and manage the Teams page.
If you require more help, feel free to reach out to our customer support at support@opensignlabs.com.
Happy signing with OpenSign™!