👤 User Management
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.
✅ Only users with the roles Admin or OrgAdmin have permission to access and manage users.
🧭 Accessing User Management
To access the user management panel:
- Log in to your OpenSign account.
- In the left-hand sidebar, navigate to Settings → Users.
A list of existing users will be displayed.
➕ Adding a New User
To add a new user:
-
Click the ➕ Add User Button
-
Fill in the User Information
Field Required Description Name ✅ Yes Enter the user's full name. Email ✅ Yes Enter a valid email address. Password ✅ Yes The system auto-generates a password. Copy it immediately as it will be shown only once. Phone ❌ No (Optional) Enter the user’s phone number. Team ✅ Yes Select the team the user belongs to from the dropdown.
Note: Teams must be created beforehand under Settings → Teams (available in Teams & Enterprise plans).Role ✅ Yes Choose one of the following roles: - OrgAdmin: Full access, including user and team management. - Editor: Can create and share templates but cannot manage users. - User: Can use templates for signing but cannot share them or manage users.
- Submit or Cancel
- Click Submit to create the user.
- Click Cancel to exit without saving.
🔒 Note: Once a user is created, the password will not be visible again. If needed, you can use the "Forgot Password" option on the login page to reset it.
🔁 Managing User Status
- Activate/Deactivate Users
- Use the toggle in the Active column to enable or disable a user’s account.
- Deactivated users will not be able to log in to OpenSign until reactivated.
🔐 Permissions by Role
| Role | Manage Users | Create Templates | Share Templates with Teams | Use Templates |
|---|---|---|---|---|
| OrgAdmin | ✅ Yes | ✅ Yes | ✅ Yes | ✅ Yes |
| Editor | ❌ No | ✅ Yes | ✅ Yes | ✅ Yes |
| User | ❌ No | ✅ Yes | ❌ No | ✅ Yes |
👥 Buy More Users (Buy Additional Seats)
OpenSign allows you to create users based on the number of seats included in your selected plan. For example, if your current plan includes 2 users, you can only create 2 users by default. To add a third user, you must purchase additional seats.
Steps to Buy More Users
- Click "Buy more users"
- A popup titled Add Seats will appear.
- Enter Quantity – specify how many additional users (seats) you want to purchase.
- The cost will be calculated automatically based on your plan rate (e.g., USD 100 per user).
- Click the Proceed button to finalize the purchase.
- The seats will be immediately added to your account.
- Once you’ve purchased additional seats, click the "+" Add User button to create the new user.
💡 Tip: You can also purchase additional seats in advance to avoid interruptions during user onboarding.
🔢 Understanding "Available Seats"
At the bottom-right of the Users page, you’ll see the Available seats status.
Example:
Available seats: 2/3
This means:
- 2 seats are currently available for creating new users.
- 3 is the total number of user seats your organization has purchased.
If the available seats count is 0, you must buy more seats before adding new users.
📌 Frequently Asked Questions (FAQ)
Q: How do I pay for purchased add-on users?
A: 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.
📣 Need Help?
If you need further assistance, feel free to reach out to our customer support at support@opensignlabs.com.
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Happy signing with OpenSign™!