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Objectives

Add new User

Steps

Users in Lexzur 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.

To add a new user:

Click on the Settings icon in the top right of the navigation menu
Choose Add User

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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.

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You are required to fill in all the basic information:
- User's Email
- First name
- Last name
- Choose the user group to which this user belongs such as administrator, user, accountant, and so on.
And choose the access type for this user. A user can use the Core, the Contra products or both.

The access type is determined by the licenses purchased for the user, as CORE and Contra require separate licenses.

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Click on Save

If you click Save & Add More Details you will be directed to the user's detailed page where you can add any additional personal information, such as the job title, mobile number, and user’s address, but all these fields are optional.

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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.

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Once added the user will be notified by email that he has been added to your Workspace. And he can Join directly from the received link, and log in to the system easily.

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Learn more about how to manage users and licenses in this guide.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!