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API credits are consumed whenever a document is created through the following actions:
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-**Self Sign API:** Credits deducted when a document is created.
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-**Draft Document API:** Deducted when drafting a document.
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-**Create Document API:** Deducted on document creation.
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-**Draft Template API:** Deducted when:
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- Sending a document if signers are already assigned,
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- Bulk sending,
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- Creating documents using public templates (signer fills details and finish).
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-**Create Document From Template API:** Deducted on document creation.
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### In the OpenSign Application
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-**Manage Templates → Bulk Send:** Credits are deducted for each document created.
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-**Public Template Signing:** Credits are deducted when a document is created during public signing (when the signer enters details and completes the process).
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### 🧪 Sandbox Cloud Account Login
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OpenSign provides a **sandbox testing cloud environment**, which is a replica of the production environment. This allows users to test features without affecting live data.
Copy file name to clipboardExpand all lines: docs/docs/help/Settings/manage-users.md
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@@ -73,7 +73,40 @@ To add a new user:
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3. Enter the user’s email in the input box and click **Delete**.
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- After deletion, the user (and all related data) will be permanently erased.
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> ⚡ **Note:** Once a user is deleted, your **available user count will automatically increase**.
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> ⚡ **Note:** Once a user is deleted, your **available user count will automatically increase**.
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## 🔁 Change Password
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- OpenSign allows **admins** to update a team user's password whenever required.
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-**To change a user’s password:**
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1. Navigate to **Settings → Users** and click the **Change Password** button next to the user whose password needs to be updated.
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2. Enter the new password on the reset password screen and submit.
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- The user’s password will be successfully updated, and they will no longer be able to log in using the old password.
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## 🔁 Add API Credits
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- OpenSign allows **admins to assign API credits** to team users. This feature helps control and limit how many API-based document operations a user can perform.
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- A team user can only use the number of credits allocated by the admin.
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- For example, if an admin assigns **100 API credits**, the user can perform API actions only until those 100 credits are consumed.
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- Once credits are exhausted, the admin can add more.
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- Example: If the admin wants to give the user 50 additional credits, they must enter the updated total — 150 credits. After updating, the user will have 50 usable credits remaining.
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-**How to add API credits:**
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1. Navigate to **Settings → Users** and click the **Add Credits** button next to the user who needs add API credits.
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2. Enter the number of credits to allocate and submit.
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- The user will now be able to use the assigned API credits up to the new limit.
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> ⚡ **Note:** Credits can only be added if the selected user has an active API token.
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**How to create an API token for a team user:**
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1. Log in using the team user's email address.
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2. Navigate to **Settings → API Token**.
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3. Generate a live API token.
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Once the API token is created, the admin can assign API credits to that user.
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