Objectives
- How to manage your clients?
- How to Configure Roles?
- How to add a new request type category?
- How to add a new request type?
- How to set the permissions?
- How to add a new contract/document request type category?
- How to add a new contract/document request type?
- How to set the contract/document permissions?
Steps
In LEXZUR, administrators can configure the client portal from within the system. To do so, navigate to the System Settings from the Settings icon in the top right of the main menu, then scroll to the Client Portal section where you can manage all its related settings.
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Anchor manage clients manage clients
Manage Clients:
Clients are client portal users, requesters, or collaborators who are allowed to communicate with the legal team through the portal.
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Learn more about how to add and manage client portal users here. |
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Configure Roles:
LEXZUR allows you to configure roles for users based on company hierarchy, enabling you to specify the manager for each user.
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Use this guide to learn how to configure roles and use them in the approval and signature process. |
Clients by Companies:
From this page, you can view the list of clients based on their related companies by simply selecting the company name from the list.
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