User management
Admin guidance for launching Legl, managing users and permissions, applying branding, and setting up SSO.
By Ula and 1 other2 authors9 articles
- How to invite users to LeglInvite team members to your firm's Legl account. Covers what happens after the invite is sent and troubleshooting email delivery.
- How to set up single sign-on (SSO) using DuoLearn how to configure SAML-based SSO for Legl using Duo, including setup, testing, and going live with your team.
- How to manage user permissions in LeglLearn how to assign roles and manage user permissions across Engage, Pay, and Risk Assessments in Legl.
- How to set up single sign-on (SSO) with Microsoft Entra ID (Azure Active Directory)Set up single sign-on (SSO) for Legl with Microsoft Entra ID (Azure Active Directory), including testing and other supported providers.
- How to set up single sign-on (SSO) using Google WorkspaceLearn how to configure SAML-based SSO for Legl using Google Workspace, including setup, testing, and going live with your team.
- How to deactivate or remove a user from LeglLearn how to deactivate a user, reactivate them, or request permanent removal from your Legl account.
- What is the Firm Switcher?The Firm Switcher lets users with multiple Legl accounts switch between them from a single login, without logging out.
- What is the Consultancy Model in Legl?Learn how the Consultancy Model limits fee earner visibility so each user can only see their own checks and requests in Legl.
- What is contact visibility in Legl?Learn how contact visibility (department permissions) controls who sees a contact's Engage results, and what restricted and firm-wide mean.