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Updating your account details
Updating your account details

Learn how to update your personal information in Legatics, including your name, time zone and title

Updated over 2 weeks ago

Keeping your Legatics account information current ensures effective communication and accurate time settings within the platform. This guide provides step-by-step instructions to update your account details, helping you maintain accurate and personalized information.


Getting to account settings

  1. Log in to Legatics and enter your credentials to log in

  2. Click on your name located at the top-right corner of the screen

  3. From the dropdown menu, select My account.

Good to know: Legatics operates multiple instances, each requiring its own account. Data is not shared between instances, so you may need to make these changes in multiple places.


Editable account information

Within the My Account page, you can modify the following details:

Field

What this does

Name

Controls your name when it's displayed in the platform, including in comments you leave and files you upload.

Time zone

Set your local time zone to ensure accurate time stamps and scheduling. Note that platform notifications and dates in the date column are controlled by the time in your device.

Title

Specify your professional title (eg, Associate, Partner) to reflect what you do. This data is currently displayed anywhere in the platform

To update any of these fields:

  1. click on the respective box

  2. enter the new information

  3. press save changes


Un-editable account information

Within the My Account page, you can't modify the following details:

Field

What this does

Email

Controls how you log in. Note that Legatics can't change or update user emails, as email is used throughout the platform as your unique identifier.

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