Adding and managing companies helps System Admins better understand user engagement by linking users to their companies (by using email domains). By doing so, you get greater insight into who is using Legatics and how often.
In this article, we’ll explain how to work with companies and domains, and leverage this functionality for more effective administration.
Tip: Data about companies is included in the Matters Report. Users Report and Activity Report. So make sure to add companies and keep on top of this!
Getting to companies
Log into Legatics
Click on your profile in the top right of the page
Select Admin System
From the left sidebar, press Firm > Companies
You'll then see two tabs, for companies and domains
Companies tab
The tab lists all the companies you've added to your environment. It lets you take actions on companies and understand key information about the company, like the number of users and matters they're involved in.
Data available
The following data is visible in the domains tab:
Data | Explanation |
Name | The name of the company |
Matters | The number of live matters that involve users from the company
Note: Demo matters are excluded from the count |
Users | The number of users that:
|
Domains | Number of domains assigned to the company |
Company actions
Add company
Click on Add company in the top right of the screen
In the pop-up that appears add the:
name of the company
domains of the company (eg legatics.com)
Press Add company
Your company is added, and the stats for them automatically generate!
Company name: Use common company names, not legal entity names (eg Apple, not Apple Inc.)
Good to know:
Companies can have multiple domains assigned to them
Domains can only be assigned to one company
You can select from domains of existing Guests, or create your own
Rename company and update assigned domains
Find the company you want to edit
Press on three dot menu of the office and select Edit company
A pop-up will appear so you can edit the name or update the domains
Press save once you've finished your work
Search, sort and filter for companies
To analyse your data more effectively, you can:
Search by company name
Sort by all the data in the table
Delete company
Find the company you want to delete
Press on three dot menu of the company and select Delete company
A pop-up will appear for you to confirm deletion
Press delete
Good to know: When you delete a company, there's no impact on matters or users
Domains tab
The tab shows all domains of Guests with access to your matters, helping you quickly identify the companies involved. It makes it easier to decide whether to create a new company or assign a domain to an existing one.
Data available
The following data is visible in the domains tab:
Data | Explanation |
Name | The name of the domain (eg legatics.com) |
Company | The name of the company assigned to the domain |
Matters | The number of live matters that involve users with this domain
Note: Demo matters are excluded from the count |
Users | The number of users that:
|
Domain actions
Note: You can't create domains from this page. If you want to create a domain, do it when adding a company
Assign domain to company
Find the domain you want to assign a company to
Press on the company name or unassigned (if no company is assigned)
Select a company from the drop-down
Tips:
If a company doesn't exist, type the name of the company and press Add {company name}. We'll create a company and assign it to the domain.
Use the show domains filter to only show unassigned domains
Searching, sorting and filtering for domains
To interrogate your data more effectively, you can:
Search by domain name
Filter by assigned and unassigned domains
Sort by all the data in the table