This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
This article explains how to create, edit, and manage user groups in LegalOn.
What are user groups?
User groups allow you to organize users into groups for easier permission management. By assigning access rights to a user group, you can share access to spaces with multiple users at one.
Creating a user group
Go to [Admin settings] → [User groups], and click [+ Create user group].
Enter the User group name (required) and Description (optional), then click [Create].
Click [+ Add user] to add users to the group.
Search by user name or email, select the user, and click [Add].
Changes will be reflected in the User groups List.
⚠️ Notes
Maximum: 200 user groups
Group name: Up to100 characters
Duplicate group names cannot be used
Editing a user group
Go to [Admin settings] → [User groups], hover over the group, click [...] → [Edit group].
Edit the Name or Description, then click [Save].
Deleting a user group
Go to [Admin settings] → [User groups], hover over the group, click [...] → [Delete group].
Confirm the message and click [Delete].
⚠️ Notes
Deleted groups cannot be restored.
Managing user groups in bulk
Go to [Admin settings] → [User groups] → [...] → [Bulk manage groups].
Click [Export] to download a CSV template.
After the export is complete, open the automatic email you receive and click the link in the message.
Subject: LegalOn User Group Data Download Notification From: no-reply@legalontech.com |
⚠️ Notes
If no user groups exist, the button will show "Download" instead of "Export", and the file will be downloaded directly without notification to the IT administrator.
4. Edit the CSV file with the required details (see format guide below), then save it.
■ When creating a new user group
| Field | Description | Example | Input |
Column A | User group ID | Do not enter anything in this field |
| Disabled |
Column B | User group name | Enter a user group name | Legal Team | Required |
Column C | Description | Enter a description for the user group | Group of Legal Professionals | Optional |
■ When editing a user group
| Field | Description | Example |
Column A | User group ID | Do not edit |
|
Column B | User group name | User group names can be edited. | Legal Team |
Column C | Description | Description of the user group can be edited. | Group of Legal Professionals |
5. Upload the edited file via Go to [Admin settings] → [User groups] → [...] →[Bulk manage groups] → [Import].
If the CSV import fails, "Failed" appears in the [Last execution] column. See the [Details] for the reason. Wait a moment after starting the import, then click [Reload].
⚠️ Notes
Bulk deletion of user groups is not supported. To delete a user group, follow the steps in [Deleting User groups] and remove them one by one.
The maximum number of user groups is 200.
User group name is up to 100 characters.
Duplicate user group names cannot be used.
Adding users to a user group
Go to [Admin settings] → [User groups], hover over the group, and click [Manage users].
Click [+ Add user].
Enter the user name or email address in the search box, select the user, and click [Add].
The updated number of users will be displayed in the User groups list.
⚠️ Notes
When searching by name in English, capitalization matters (case-sensitive).
Removing users from a user group
Go to [Admin settings] → [User groups], hover over the group, and click [Manage users].
Enter the user name or email address in the search box, click the [✕] next to the user, then click [Save].
Changes will be reflected in the User groups list.
⚠️ Notes
When searching by name in English, capitalization matters (case-sensitive).
Managing Users in a user group in bulk
Go to [Admin settings] → [User groups] → [...] → [Bulk manage users].
Select the user group, then click [Export] to download a CSV template.
Use the text input to filter user groups.
After export, open the automatic email and click the link to download the file.
Subject: User data download notification for LegalOn {user group name} From: support@legalontech.com |
4. Open the CSV file and fill in the required fields:
◼︎For Adding users
| Field | Description | Example |
Column A | User group ID | Do not edit; copy and paste for new rows |
|
Column B | User group name | Do not edit; copy and paste for new rows | Legal Team |
Column C | Email address(*) | Enter the email address registered in LegalOn | |
Column D | User name | Enter the registered user name in LegalOn | Legal Taro |
(*) Cannot add/remove:
Email addresses not registered in LegalOn
Email addresses of deactivated users
◼︎For Removing users
Delete the values in columns A-D of the row for the user you want to remove.
5. Go to [User groups] → [...] → [Bulk manage users], upload the edited file, and click [Import].
6. If the import fails, “Failed” will appear under [Last execution]. Check [Details] for the reason.
7. Wait a moment after starting the import, then click [Reload] to apply the changes.
Changes will be reflected in the User groups list.