LegalXGen User Management

In order to create new users follow the steps below,

1. Logon to your LegalXGen account
   
2. In the menu on your left, go to Manage à Associates
3. You’ll be redirected to a new view ‘Manage Associate’. On the top right you’ll see a button ‘New Associate’, click on it.
   
4. You’ll see a new window where you can create new users.

• Most of the fields are obvious like First Name, Last Name, Cell etc.
• Username is the email (e.g. will@yourlawfirm.com)
• Associate Code is small 5-6 characters short representation of user. E.g. for ‘Will Smit’, Associate Code: ‘WSMITH’
• User Type:

Admin: Access to all the data. All Matters, Billing, Invoicing everything. Account Owners needs to be given this access

Associate: Access to their data only. Bo billing/ sensitive data access

Partner: Access to their team members data.

• Designation, i.e. associate/team member is an Associate or Partner etc.
• Timesheet Applicable needs to be selected/ checked for the team members who’re supposed to do the time entry.
• Can Create Matter, needs to be selected/ checked for the users whom you want to give ability to create new matter.
  

5. Systems sends an email to the concern team member with their account credentials.