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Managing Secondee Users

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Written by Raphael Cardona

Managing Secondees

LegalEye Super Administrators are responsible for managing secondee users (a non-permanent lawyer profile).

Create and manage Non-permanent Lawyer Profile

  1. Go to the Contacts page located on the left navigation panel and click on the drop-down icon on the Create Contact button

  2. Click Lawyer Profile

  3. Fill in the details and click on the Create button

Once a profile has been created, the lawyer can be invited to LegalEye as a user.

Invite Non-permanent Lawyer (Secondees) as a user

To invite a Lawyer as a user, follow these steps:

  1. On the Contact page, click on a specific contact that you would like to invite to LegalEye

  2. Click Invite to Platform located on the right side of the page

  3. Choose the role Secondee and tick “Send an email for this invitation” to send an email invite. This invitation will be valid for 14 days.

Generate Invite Link

You have the option to opt-out of sending an automatic invitation link, you can generate a link to embed into your own email.

  1. Go to the Contact page, click on a specific contact on the index and click Resend Invitation located on the left side.

  2. Click on Copy Link. This will generate a new shareable link that will be valid for the next 14 days.

Resend Invitation

If the registration period has expired, you can resend the invitation via a general invitation email, or you can also resend with the personalised invitation email

  1. On the Contact page, click on a specific contact and click on the Resend Invitation button located on the left side.

  2. Click on Resend Invitation or Personally send invite via email, this will resend a registration email with a newly generated registration link that will be valid for the next 14 days.

Take a look at our step-by-step tutorials to guide you on the process of creating new users and adding them to the platform:

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