Users

Users

The “Users” tab gives you access to the list of users in your account. Additionally, you can edit the user's organizational role and restrict/grant/lock/unlock access to various Leegality functions from this tab.


User Roles

Three organizational roles are User, Billing, and Admin.

  1. User

The user has the most basic permissions granted to this role. A user can only send (either by new document flow or by running a workflow) and receive documents for eSign.

  1. Billing

In addition to the user permissions, it grants access to the Billing tab.

  1. Admin

This role has access to all settings available in the Leegality dashboard, which include the Admin settings in addition to the above permissions.


An admin also has access to create and edit Workflow and templates for the entire organization.


An admin has overwatch access to all the users in the organisation which include:

  • Having viewing access to their dashboard

  • Access to any organization user’s activity logs


An admin can Lock/Unlock any user of the organisation if required.



Locking the user


Unlocking the user



Note: While in impersonation mode an admin cannot perform any action in the other user’s account except viewing and downloading documents.
Note: The same user credentials can’t be used to login simultaneously from multiple browsers or devices. In such cases, the user would be logged out from the previous session. 

Steps to reach users tab

Click on the “Account” option then go into the “Admin” tab and then click on the ‘Users’.




View Access

An admin can provide view access (which an admin has by default to all accounts) to any user within the organisation. i.e. A user can view the documents of another organisation user if he has been given view access to that account by an admin.


In the below screenshot Prakhar Khatri (Admin) has given Prakhar Leegality (User) viewing access to his account.



Prakhar Leegality now has viewing access to Prakhar Khatri’s account.



Access Control

Overview of new powers available to Admins-


Admins are required to make interventions with respect to the documents sent by users in their organization.  The interventions may include resending notifications, re-activating expired documents, re-invite rejected invitations, and deleting incorrect documents.  


The following buttons will be accessible to admins when they navigate the folders of other users (including other admin & billing users) in their org.  


Powers related to documents in Expired Folder:  


  1.  Re-activate Invitations (and set expiry timeline when re-activating)
  2.  Delete Invitations
  3.  Copy URL of Invitations 
  4.  View Details 
  5.  Download Document 
  6.  Delete Document 
  7.  View and Download Attachments
  8.  Re-invitation of rejected invitations

Powers related to documents in Sent Folder: 

  1.  Re-send notifications
  2.  Complete documents 
  3.  Delete Invitations
  4.  Copy URL of Invitations 
  5.  View Details 
  6.  Download Document 
  7.  Delete Document 
  8.  View and Download Attachments
  9.  Re-invitation of rejected invitations 

Note: Emails will not change when the admin performs any activity on behalf of other organisation users.

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