Skip to main content

User Management

The User Management feature allows administrators to add, edit, and manage users within the OpenSign application. This feature is available on self-hosted, teams, and enterprise plans. Only users with "Admin" & "OrgAdmin" role are allowed to manage users.

Accessing User Management​

  1. Navigate to User management
    • Go to the Menu.
    • Select Settings.
    • Click on Users.
    • A list of existing users will be displayed.

Adding a New User​

To add a new user:

  1. Click the "+" Button

    • Located in the upper right corner of the user list.

  2. Fill in the User Information

    • Name (required): Enter the user's full name.
    • Email (required): Enter the user's email address.
    • Password: A password is generated automatically. Copy it as it will only be displayed once.
    • Phone (optional): Enter the user's phone number.
    • Team (required): Select the team the user belongs to from the dropdown. Teams can be created only on the Teams & Enterprise plans.
    • Role (required): Select the user's role from the dropdown - OrgAdmin(Has all permissions including user management), Editor(Has all permissions other than user management like creating & sharing templates with teams, User(cannot manager users & cannot share templates with teams but can use templates features for themselves).

image

  1. Submit or Cancel
    • Click Submit to add the user.
    • Click Cancel to discard the changes.

Managing User Status​

  • Toggling Active Status
    • Use the "active" switch next to each user to enable or disable their account.

For more information, visit our social media channels: