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
Log into your Legl account.
Go to Settings > Team & departments.
Locate the active user you want to deactivate.
Click the 3 dots on the right hand side of the row.
Select Deactivate.
The user will no longer be able to log into Legl.
If the user is the only person with access to some contacts
If your firm uses Ethical walls and the user is the only non-Admin user who can view some contacts, a warning appears when you select Deactivate. It reads "[User name] is the only non-admin user who can view this contact", lists those contacts, and confirms that Admin users will still be able to view them.
You can still select Deactivate to deactivate the user. Your firm does not lose access to those contacts.
To avoid gaps, ask the user or an Admin to give someone else in the team access to those contacts first. See How to change who can access a contact's Engage workflows.
Video tutorial
Watch how Ethical walls affect deactivating a user.
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.
Select Ongoing Monitoring in the left-hand navigation.
Filter the list by assigned reviewer and select the deactivated user.
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 a monitoring alert using AI-assisted review.
How to reactivate a user
Go to Settings > Team & departments.
Locate the inactive user and select Update.
Select Activate.
How to remove a user permanently
To remove a user entirely from your Legl account:
Contact our Support team to request permanent removal.
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.