Skip to main content
Assigning members

Learn how to grant member rights to users who created accounts before your organization became a Legatics customer

Updated over a month ago

When your organization joins Legatics, users with pre-existing accounts won't automatically become Members. Assigning these users as Members ensures they have the necessary permissions (in particular, to create matters).

Tip: You're likely to need to do this if:

  • Users can't create matters.

  • Users don't appear in your "Members" table.

To assign a user as a Member:

  1. Go to the users page then the Unassigned table (as applicable)

  2. Find the user you want to assign as member

  3. Press the button Assign as member

  4. Repeat for each user in the table

The user will now appear in your Members table

Did this answer your question?