Objectives
- Add new User
Steps
In App4Legal, the admin can add new users.
You can do this by going to Settings icon next to the user avatar on the top right in the main menu.
Fill in the required information for this new user in the new window that appears.
Users in App4Legal could be any member that will utilize and collaborate on the system such as the legal team, accountants, administrators, and so on. Each user will have his own credentials so that he can easily log in to the system.
Administrators can add a new user directly from the settings icon in the navigation menu.
| Info |
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| You also add a new user by either clicking on the Add User hyperlink or from the Actions button on the right of the User Management page. |
When adding a new user, you are required to fill in all the basic information:
Specify the user’s Information such as the email address, first name, last name, password and email, and user group must be filled in.
A password can be generated automatically for you by clicking Generate Password, or it can be manually entered.
Using the user group, you can inherit permissions that have been granted to this group.
You can choose what access you want to grant this user by selecting the access type.
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choose the user group to which this user belongs such as administrator, accountant, and so on. Then choose the seniority level such as partner, consultant, or lawyer. And choose the access type for this user. A user can use the core solution the contract solution or both.
These details are sufficient for creating a new user, however, you can add more details such as the user’s personal information like job title, mobile number, and user’s address, but all these fields are optional.
If you click Save and More Details you will be directed to the user's detailed page where you can add any additional information.
The system will automatically set the user's unique code which can be used as an Employee ID or a replacement for a user’s full name when generating an invoice.
Once added the user will be notified that he has been added to your Workspace. And he can Join directly from the received link, and log in to the system easily.
| Tip |
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| Learn more about how to manage users and licenses in this guide. |
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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