Who can use this feature?
👤 Organization Administrators
As an Administrator, you're the go-to person for overseeing everyone's accounts in the company and making updates when needed.
Verify the number of licenses you have in LawVu, along with the features and integrations enabled for your organization
To check the number of licenses, features, and integrations enabled for your organization in LawVu, navigate to Settings and select Account details. In this section, you will be able to see the number of allocated seats assigned to your organization as well as how many have been utilized.
Additionally, under Account details, you can also view the modules and integrations enabled for your organization:
For any questions related to licenses, or if you want to increase the count, contact your dedicated Customer Success Manager.
Change a user's email address in LawVu
If you ever need to change a user's email address in LawVu, just hit up the Support chat button at the bottom right of this page, and our Support team will take care of it for you
If your company is using SSO, get in touch with your IT team since user access is entirely managed on your IT site. Once the changes are made there, email updates should automatically take place during login.
Update roles and permissions
Adjusting roles and permissions for your users is essential for ensuring efficiency in their work. Discover how to modify roles, and enable/disable permissions in this article. Managing roles and permissions for your team members
Give users access to all matters and contracts in LawVu
Sometimes you may need to grant a specific group of legal members full access to all matters and contracts in LawVu, irrespective of their membership status in those matters.. To achieve this, you'll need to include these individuals in what are known as Administrator Groups. Check out this article to learn how Give legal users access to all matters and contracts in LawVu
Delete users in LawVu
In LawVu, you can only deactivate user accounts; there's no direct option to delete them. Watch this quick animation for a step-by-step guide.
If you mistakenly used the wrong email account, reach out to the Support team, and they'll help you change the email!
For organizations using 'Single Sign-On,' your Network Administrator (IT) handles user removal. Disabling a user means they can't log in anymore, but their records will still be visible for historical purposes, with no access granted.
Delegate or reassign a user's records to someone else
Before you deactivate someone's account, make sure you reassign their records to someone else so you don't lose access to their data. Check out how in this article How to reassign matters when people leave
Change users' notifications
Unfortunately, as an Administrator, you can't alter a user's preferences. For existing users, they're the ones with the power to update their notification settings.
However, you can handle notifications for future users. To do that, head to Settings / Settings / Manage Notifications. This is role-specific.
Learn more about notifications in this article.
