Overview
Inviting users allows new team members to access your firm's Legl account. Only users with Admin access can invite new users.
Before you start
You must have Admin access in Legl
You will need the user's email address
ℹ️ Important
Inviting users and managing access can only be done by Legl Admins.
Video tutorial
How to invite new users
Log into your Legl account.
From the left-hand menu, go to Settings > Team & departments.
Select Add users in the top-right corner.
Enter the users First name, Last name and email address.
Select Send Invites.
How to bulk upload users
If you need to add a large number of team members at once, for example when first setting up your firm on Legl, you can invite them in bulk rather than entering each email address individually.
Download and complete the Bulk User Upload template.
Complete the following columns for each user you want to invite:
First name
Last name
Email address
Department
Role
Share the completed template with your Launch Manager, or contact our Support team.
ℹ️ Tip
Bulk upload is the quickest way to get your whole team set up during launch. To add only one or two users, use the steps above instead.
What happens next
The invited users will receive an email from Legl with the subject "Your Account Invite", containing a link to create and log into their account.
As an Admin, you can manage each user's permissions once they are invited.
New users choose their own department when they create their account.
If your firm uses Ethnical Walls, only Admins can change a user's department: users see "Contact your administrator to change your department." in their profile.
If your firm uses Ethical walls, a user's department decides which restricted contacts' Engage workflows they can see. See What are Ethical walls in Legl?.
Troubleshooting
Issue: Invitee has not received the account creation email
Solution: Ask them to check their Junk or Spam folder. You may also need to ask your IT team to whitelist the @legl.com domain.