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Organisations

Group users together

Legatics Support avatar
Written by Legatics Support
Updated over a week ago

An organisation is a way of grouping related users. For example, Richard Lawyer and Sally Lawyer may belong to the organisation "Smith Lawyers".

✔️ Organisations can also be repurposed to create teams (e.g., "Tax Team")


Adding an organisation

  1. Click on 'Manage matter' at the top right hand of your screen and select 'Participants' on the drop down.

  2. Underneath each role is box with a button to 'Add new organisation'.


  3. Type in the name of the organisation you want to add to the role. You can add a description is needed.

    Click 'Create organisation' to create the organisation.


  4. If you want to restrict who can see the organisation, click on the grey 'Viewable by' button. For more information on this feature, please see the article 'Hiding organisations'.

  5. The organisation created will now appear under the relevant role. At the bottom of the box for each organisation, there's an option to add the email address of the users acting for the organisation.


Renaming the organisation

Hover over the organisation and click on the "three dots" then select "Rename organisation".


Deleting the organisation

  1. Hover over the organisation and click on the "three dots" then select "Delete organisation".

2. Confirm the deletion by typing "DELETE ORGANISATION" then press 'Delete role'.


🖱️🔀Reassigning the organisation to a different role:

  • Hover over the organisation, click on the 'two dots' that appear, and then simply drag and drop it to the desired location.


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If you have any further questions please get in touch with us at support@legatics.com.

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