In Legatics, users are categorized to streamline management and ensure appropriate access controls. This guide explains the data available for different users, and details the actions you can take to manage users within your environment.
Getting to the users page
Log into Legatics
Click on your profile in the top right of the page
Select Admin System
From the left sidebar, press Users
User tables
We breakout users into separate tables, so the data is easier to manage
Table | Contains |
Members | Active Members |
Guests | Active Guests |
Deactivated | |
Unassigned | Users with your assigned domain that need manual assignment to your environment as Members |
Note: The unassigned table is only relevant if you became a customer, and some of your users already had Legatics accounts
Data available
The tables focus on providing high-level information, so you can quickly understand if you need to take action on a user.
Tip: More user data is available in the Users Report
Data | Explanation |
Name | The name of the user |
Company** | The company the user belongs to |
The email of the user | |
Office* | The office of the user |
Matters viewable | Number of your matters the user can view |
Matters created* | Number of matters the user has created |
Created on* | Date the user was created |
Last active | The date the user was last viewed one of your matters |
Permissions* | The permissions the Member has. Values of:
|
Type*** | If the user was a “Member” or “Guest” at deactivation** |
Deactivated by*** | The user who deactivated the user** |
Deactivated on*** | The date the user was deactivated** |
* Data only available for Members
** Data only available for Guests
*** Data only available in Deactivated table
Searching, sorting and filtering
You can can take the following search, sort and filter actions on matters.
Search | Search by user email to quickly locate a user |
Sort | Click column headers to sort users. Sorting is available for all date and count fields. |
Filter | Use filters to narrow results. Filtering is available for all date and count fields. |
User actions
Members can can be granted specific permissions in your environment. These are controlled by the System Admins. The permissions that can be given to Members are:
Create matter: Every member has this permission. It can't be taken away from them.
Template Admin: Allows the Member to manage templates.
System System: Allows the Member to manage the admin system (excluding templates).
This removes any user from all of your matters, and stops them from being added to any matter until they are reactivated. You can reactivate a user if there was an error.
If your Member had an account before your customer environment was created, this lets you manually assigned them to your environment as a Member.
Update core information about your Members so your analytical data is accurate and up-to-date.