This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
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 and, if needed, grant Admin permissions, 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 the [∨] icon and select [Bulk user invite].
Click [Download the template].
Open the downloaded CSV file and fill in the required details.
For columns C–V: 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 | Module Administrator | Assign Module Administrator permission. | on (or leave blank) |
E | Matter Management | Assign Matter Management license. | on (or leave blank) |
F | Review | Assign Review license. | 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 [Failed] in the [Last execution] section. Click [Details] to check for errors.
9. Wait for the import to complete, then click [Reload].
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] and select [Invited].
Hover over the user, click [...], and select [Cancel invitation].
Confirm the message and click [Cancel].
Resend a user invitation
Go to [Admin settings] → [Users] and select [Invited].
Hover over the user, click [...], and select [Reinvite].