Skip to main content

👥 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​

  1. Log in to your OpenSign account.
  2. In the left-hand sidebar, navigate to Settings → Teams.
Navigate-to-Teams

📋 Teams Overview​

On the Teams page, you'll see a list of all existing teams. Each row includes:

ColumnDescription
Sr. NoSerial number of the team in the list.
NameThe name of the team.
Parent TeamThe parent team this team belongs to (useful for hierarchical grouping).
ActiveToggle to activate or deactivate the team.
EditClick 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:

  1. Click the ➕ Add Team button at the top-right of the page.
  2. 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).
add team
  1. 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.

New team

🖊️ Editing an Existing Team​

To edit a team:

  1. Click the pencil icon next to the team name.
  2. Modify the team name or parent group.
  3. Save the changes.

🌐 Where You Can Use the Teams​

  1. Active teams are available when creating new users — you can select a team from the dropdown and add multiple users under one team.
create new user
  1. You can also share templates with teams. Once a template is shared with a team, all users in that team can access the template.
Share template Share template with team

🚫 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™!