Managing Profile and Users
Contact and Lawyer profiles provide Super Administrators with a way to manage their individual contacts. This can include clients, internal contacts or any individuals invited into the system.
Create and manage Contact Profile
Go to the Contacts page on located on the left navigation panel and click on the drop-down icon on the Create Contact button
Choose between the Lawyer Profile or Contact Profile
Fill in the details and click on the Create button
Once a profile has been created, the contact/lawyer can be invited to LegalEye as a user.
Invite Contact/Lawyer as a user
To invite Contact/ Lawyer as a user, follow these steps:
On the Contact page, click on a specific contact that you would like to invite to LegalEye
Click Invite to Platform located on the left side of the page
Choose the role and tick “Send an email for this invitation” to send an email invite. This invitation will last for 14 days
Generate Invite Link
If you opt out to send the invitation via a general invitation email, you can generate the invitation link and embed that to your own email.
Go to the Contact page, click on a specific contact on the index and click Resend Invitation located on the left side.
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
On the Contact page, click on a specific contact and click on the Resend Invitation button located on the left side.
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 videos for a step-by-step tutorial on how to add new users and edit existing permissions: