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Steps
App4Legal LEXZUR allows you to configure roles for users based on company hierarchy, enabling you to specify the manager for each user. By assigning roles, such as Line Manager, Legal Review, Finance, General Manager, and more, you can determine the appropriate Approval Center and Signature Center for each requester based on their business unit and department.
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The next step is to configure these roles from the Client Portal Settings. Therefore, go to System Setting→ Client Portal→ Configure Roles
To add a new Role:
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Make sure that you indicate the manager of each user or the job title based on the defined rules from the "Manage Users" page in the client portal. |
Now, the "Manage Roles" options allow you to include Core or Client Portal users, providing greater flexibility in user role management.
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
