In this article:
Inviting people to your organisation
NOTE: You will need to be an administrator to be able to do this.
To manage users within your organization, click the Settings icon > User management > Users setting
You'll see a list of everyone in your organisation and you have the ability to search through them as need be. You'll see their name and role within LawVu - as well as an indicator to show if they have been invited but not yet accepted that invitation.
To add a new user, simply click the +Add person button at the top right of the screen.
NOTE: If your organisation uses 'Single Sign-On' (very common in larger organisations) then the adding / removing of users will happen by your network administrator.
Enter the details for the new user and assign them an appropriate role.
Roles allow users different levels of access and responsibility within LawVu - learn more about the various roles in LawVu here.
Accepting an invitation
The new user will receive an email from LawVu with an invitation to confirm their account. Here's a sample of what the email should look like:
Until the user has accepted the invitation and logged in to LawVu, a small 'Invitation' icon will appear next to their name.
From the user management, if you hover over this icon you will see a tool-tip that shows how long ago the person was invited and you can click on the icon to resend the invitation if needed.
You can continue assigning work to that person while their invitation is unconfirmed.
Export a list of your users
Organization admins can download a list of all the users in the organization to Excel by using the icon located at the top right of the User Management screen.
Prior to downloading the report, they can filter or sort the list by name, email, role, status, department or when they last logged in.
In the animation below, I have used a filter to display users according to their role and whether their status is either active or invited:
You can also display a list of all disabled users from the ellipsis button:
Using the Directory to connect with other organisations
One of the main driving forces behind LawVu is its ability to connect people from different organisations to allow them to collaborate on legal matters.
Let's take the scenario that you're part of an in-house team and want to connect to one of your external legal service providers. You can get even more value from your LawVu platform by leveraging the power of “LawVu Engage” to streamline collaboration with your outside counsel, law firms, or service providers.
To know how to add outside counsel to your LawVu platform, click here.