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How to deactivate or remove a user from Legl

Learn how to deactivate a user, reactivate them, or request permanent removal from your Legl account.

Written by Ula Moyse-White

Overview

Admins can deactivate users to prevent access to Legl or request permanent removal of a user from the account.


Before you start

  • You must have Admin access in Legl


How to deactivate a user

  1. Log into your Legl account.

  2. Go to Settings > Team & departments.

  3. Locate the active user you want to deactivate.

  4. Click the 3 dots on the right hand side of the row.

  5. Select Deactivate.

The user will no longer be able to log into Legl.


How to reassign a deactivated user's monitoring alerts

Monitoring alerts assigned to a deactivated user stay with that user until you reassign them. You can find and move them in bulk.

  1. Select Ongoing Monitoring in the left-hand navigation.

  2. Filter the list by assigned reviewer and select the deactivated user.

  3. Select their alerts, then choose Bulk actions to reassign them to another team member.

Company monitoring alerts work the same way. Click View company monitoring alerts and use the reviewer filter there.

ℹ️ Further guidance

For the full review and assignment steps, see How to review monitoring alerts for individual clients.


How to reactivate a user

  1. Go to Settings > Team & departments.

  2. Locate the inactive user and select Update.

  3. Select Activate.


How to remove a user permanently

To remove a user entirely from your Legl account:

ℹ️ Important

Permanent removal must be authorised by a Legl Admin and cannot be completed directly in the platform.


Important information

  • Deactivating a user prevents login but does not delete the user or their history.

  • You can reactivate a deactivated user at any time.

  • Permanent removal cannot be completed in the platform and must be actioned by Legl Support.

  • Permanent removal must be authorised by a Legl Admin.

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