Overview
Legl allows Admins to control what users can access by assigning roles and permissions across different products and features.
Before you start
You must have Admin access in Legl
How to manage user permissions
Log into your Legl account.
Go to Settings > Team & departments.
Locate the user you want to update and select Update.
Toggle permissions on or off as required.
Firm Admin permissions
Firm Admins have full access to Legl, including:
Bank accounts: Review and add bank accounts.
Team: Add users and manage roles, departments, and permissions.
Departments: Control which departments can be selected and restrict workflows.
To set a user as an Admin, toggle Firm Admin to green. Toggle to grey to remove Admin access.
Engage permissions
Product enabled: Access all Engage features.
Business onboarding: Run company reports in Engage > Business.
Engage insights: Access Insights > Engage tabs.
View MLRO oversight: Access the Insights > MLRO Oversight tab.
Pay permissions
Product enabled: Access all Pay features.
View all payments: View payments not created or requested by the user.
Can refund payments: Issue refunds for Pay transactions.
Finance permissions
View insights: Access Insights > Pay.
View all transfers and payments: View all firm-wide transfer and payment activity.
Risk Assessment permissions
Override Risk Rating: Manually override the risk rating of a risk assessment.
Important information
Only Firm Admins can add users and manage roles, departments, and permissions.
By default, all users have firm-wide visibility of Engage requests and checks. Restricting this so fee earners only see their own requires enabling the Consultancy Model.
Turning on "Product enabled" for Engage or Pay grants access to all features within that product.
Permissions such as "Can refund payments" and "View all transfers and payments" control specific actions and financial visibility, so assign them carefully.