Objectives
- Add a new user
- Manage users list (Activate/Deactivate/Ban/Override Privacy...)
- Replace the user with another
- Purchase additional licenses
Steps
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, but only admins can add, edit, activate, deactivate, and manage everything related to users.
Add New User:
| Anchor | ||||
|---|---|---|---|---|
|
From the settings icon in the navigation menu, you can either add a new user or navigate to the user management page.
...
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.
Manage Users:
| Anchor | ||||
|---|---|---|---|---|
|
Once the new user is added to the list of Users page, you can view, edit, ban, activate, and deactivate this user at any time, override privacy, and flag to change password which means that the user will be invited to change his password on his next login, revoke the API key and view his permission list.
...
In case an admin wants to Ban a user from using the system, he can simply do it from the Ban option next to the user's name, choose to ban, and specify the reason.
Replace User by Another:
| Anchor | ||||
|---|---|---|---|---|
|
Moreover, the admin can deactivate a user in case he is no longer an employee or in case the admin wants to replace him with another user.
...
First, use the Advanced search to look for all users with inactive status within the system. Then, from the list of inactive users choose the one you want to reactivate.
Purchase Additional Licenses:
| Anchor | ||||
|---|---|---|---|---|
|
You can easily purchase additional user licenses as well:
...
