You can invite users to LegalOn either individually or in bulk using a CSV file.
Invite a user individually
Go to [Admin settings] → [Users].
Click [＋Invite user].
Enter the User name and Email address.
Select the User type. If needed, configure Admin permissions or check Allow user to create API credentials under API access, then click [Invite].
⚠️ Notes
The user limit is 10,000.
Maximum user name length: 48 characters.
User names can be duplicated, but email addresses must be unique.
Invitation emails expire after 7 days.
If your tenant reaches its user limit, [＋Invite user] will be grayed out. You can check your limit under the [Licenses] page.
Invite multiple users at once
Go to [Admin settings] → [Users].
Click [...] and select [Bulk user invite].
Click [Download selected templates].
Open the downloaded CSV file and fill in the required details.
For columns C–O: enter
onto enable a license or permission, or leave blank to skip it.Only modules you have contracted will appear.
Column | Field | Description | Example |
A | User name | Enter the user's name. | Legal Taro |
B | Email address | Enter the user's email address. | |
C | IT Administrator | Assign IT Administrator permission. | on (or leave blank) |
D | Matter Management Pro | Assign Matter Management Pro license. | on (or leave blank) |
E | Matter Management Admin | Assign Matter Management Admin permission. | on (or leave blank) |
F | US Review Pro | Assign US Review Pro license. | on (or leave blank) |
G | US Review Admin | Assign US Review Admin permission. | on (or leave blank) |
H | Contract Management Admin | Assign Contract Management Admin permission. | on (or leave blank) |
I | LegalOn Assistant Standard | Assign LegalOn Assistant Standard license. | on (or leave blank) |
J | LegalOn Assistant Pro | Assign LegalOn Assistant Pro license. | on (or leave blank) |
K | LegalOn Assistant Admin | Assign LegalOn Assistant Admin permission. | on (or leave blank) |
L | Translation Pro | Assign Translation Pro license. | on (or leave blank) |
M | Translation Admin | Assign Translation Admin permission. | on (or leave blank) |
N | API Credential Issuer | Allow the user to create API credentials. | on (or leave blank) |
5. Save the CSV file in CSV UTF-8 (Comma-delimited) format.
Tip: If your system does not support this, use Windows Notepad.
6. Click the [...] icon again and select [Bulk user invite].
7. Upload your saved CSV file.
8. Click [Import].
If the import fails, you will see [Failure] in the [Last run] section. Click the [...∨] icon next to [Details] to check for errors.
9. Wait for the import to complete, then click [Reload].
10. Successfully imported users will appear in the [Pending invitations] list.
⚠️ Notes
The user limit is 10,000.
Maximum user name length: 48 characters.
User names can be duplicated, but email addresses must be unique.
Invitation emails expire after 7 days.
If your tenant reaches its user limit, [＋Invite user] will be grayed out. You can check your limit under the [Licenses] page.
Cancel a user invitation
Go to [Admin settings] → [Users] → [Pending invitation].
Hover over the user, click [...], and select [Revoke invite].
Confirm the message and click [Revoke].
Resend a user invitation
Go to [Admin settings] → [Users] → [Pending invitation].
Hover over the user, click [...], and select [Reinvite].
