All posts in Users

Watch the steps. (0:42 Secs) Or, follow the steps below: Logon to Legalxgen Go to Manage >> Users Search/ identify the users whose access rights you wish to update. Select the users by ticking the checkboxes. On the top right you’ll see ‘Bulk Update’ button. Click on it. In the . . . Read more

Watch the steps. (00:24 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Users Identify the user to whom you wish to resend the welcome email. Go to the Action Column (Last Column) for that record You’ll see an option ‘Resend Welcome Email’ Select checkbox Resend . . . Read more

Watch the steps. (1:05 Min) Or, follow the steps below: Logon to LegalXGen You’ll be redirected to reset password view. Enter new password. Use the OTP received on your email Clik on Reset Password button You’ll be redirected back to login page. Login with the your new password.

Watch the steps. (18 Secs) Or, follow the steps below: Logon to LegalXGen Go to Manage >> Users. Search for the User whose password you wish to edit. Click on username On the top you’ll see ‘Reset Password’ button click on it Enter the Password and Confirm password and hit . . . Read more

Watch the steps. (22 Secs) Or, follow the steps below: Logon to LegalXGen Click on your name on the top right. Now click on My Profile.

Watch the steps. (25 Secs) Or, follow the steps below: Logon to Legalxgen Go to Manage -> Users In the User List, identify the user whom you wish to Relieve. (You may apply necessary filters) Go the last column (Action), click on it to see the various options. You’ll see . . . Read more

Logon to Legalxgen Go to Manage -> Users Identify the user whose clone you wish to make. (Any existing Associate or Partner, similar to whom you wish to create a new user) Go to the Action Column (Last Column). You’ll see an option ‘Clone this User‘ This action’ll bring-up a . . . Read more

Logon to your LegalXGen Account On the top right, click on the ‘Down Arrow Icon‘ present next to your profile name. You’ll see an option ‘Profile‘ click on it. On your profile page scroll down to the panel ‘Reportees‘, you’ll see the list of people reporting to you.

Many time we come across situations like,  I’m (or he/she) not able to see Any Data (Say any Particular Matter) Or, any menu item on the left (Say, Invoices, Timesheet, etc.) All these things are related to your (or the concern person’s access rights). What level of access he/she’s got . . . Read more