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How to Add Law Firm Users in LegalEye

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Written by Raphael Cardona

This guide covers how to:

1. Add a New User to LegalEye

2. Generate Invite Link

3. Resend Invitation

Add a New User to LegalEye

  1. Click on Contacts in the left navigation panel to open the contacts index.

  2. Click on Create in the top right of the contacts index

  3. Choose between a Lawyer or Non-Lawyer Profile.

  4. Fill in the details and click Create Profile in the bottom right.

    The following fields are required:

    • First and last name

    • Organisation

    • Position

    • Email

  5. On the newly created profile, click Invite to LegalEye in the top right, to invite the user to the platform.

  6. Confirm the profile type and role, and make sure the option "Send an email for this invitation" is selected. This will send an invite email to the user for them to complete their profile and access LegalEye.

  7. Click on Send invite. The email invitation will be valid for 14 days.

Generate Invite Link

If you prefer not to send the invite email directly to the user and instead would like to share an invite link with them, you may generate this through the platform as well.

  1. After clicking Invite to LegalEye on the contact’s profile (Step 6 of “Adding a New User to LegalEye”), make sure to deselect the option "Send an email for this invitation."

  2. Click Send Invite

  3. On the same profile, click Resend Invite in the top-right.

  4. Click Copy Link – this will generate a shareable registration link, valid for the next 14 days.

  5. Clicking this link will allow the user to complete their profile details and set a password if your organisation is not set up with SSO.

Resend Invitation

If the original registration link has expired, you can resend the invitation in two ways: using the standard invitation email or sending it manually.

  1. On the contact’s profile, click Resend Invite in the top-right.

  2. Choose one of the following options:

    1. Resend invitation – this will send a new invitation email to the user.

    2. Personally send an invite via email – this will open your default email client with a pre-filled message and link inviting the user to the platform.

      The new registration link will be valid for 14 days.

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