Managing Users in Your .legal Platform

Hi.

In this video I will briefly show you how you can manage users in your legal platform.

In this example I'm logged into the platform and I have navigated to the dashboard.

From here I can navigate to settings within the platform.

And of course I can only do this if I'm an administrator.

Here you find all the users out here in the navigation.

So if you add another navigation in settings, please navigate to users.

From here you have the possibility to invite a new user to your platform by selecting Create User and fill up the form so you can give it a name, an email which will receive an invitation to the platform, a role, which business area a specific user should be able to access.

This is used to access specific data in the platform, such as assets or contracts.

And if you use the group company in the platform, you can select which group companies this user should be able to access or if they simply should have full group access.

When you create a new user, they would automatically receive an email where they can add a password and then they will be able to use the platform.

If you need to make changes to an existing user, please open the user and then you will get an overview of the user.

Here you can see which specific documentation this user is responsible for.

In the top right corner you can edit the user if you need to edit a name or an email.

You can also deactivate a user or delete a user.

You can always deactivate a user and from there the user will not be able to access the platform.

You can only delete the user completely if they are not anymore responsible for any documentation.

So before you can delete this user, it says please make sure that everything is transferred to another user.

So here you can transfer responsibility on the user from the selected user to another user in the platform.

You can select which documentation should be transferred to the other user and if you do so you will be able to now transfer So this is how you can manage users in the legal platform, both giving access and of course withdrawing access.