This article explains how IT administrators can update user information in LegalOn. You can update user types and admin permissions individually or in bulk.
Update User type/Admin permissions individually
You can edit each user’s type and admin permissions one by one from the LegalOn admin settings.
Go to [Admin settings] → [Users].
Use [Search] to find the user by name or role.
Hover over the user you want to edit, click (...), then select [Edit].
Update the user type, admin permissions, or API access as needed, then click [Save]. For details on the Allow issuing API credentials permission, see How to Manage API Settings - For IT Admins.
⚠️ Notes
You cannot edit the username or email address here. The user can change their own username via their [User settings].
You cannot assign more licenses than you have purchased. You can check your license limits in Admin settings → Subscription.
Update User type/Admin permissions in bulk
To change multiple users at once, download the CSV template, edit it, and upload the file.
Steps
Export the user list as a CSV file. See: How to manage user lists for instructions.
Open the CSV file and edit columns (do not change usernames or email addresses).
For columns like IT Administrator, module licenses (Pro/Admin), and API Credential Issuer, enter "on" to grant the permission or leave blank to remove it.
Only assign roles for modules you have contracted.
Column | Field | Description | Input example |
A | User name | Do not edit this field. |
|
B | Email address | Do not edit this field. |
|
C | Status | Set user status: enter inactive to suspend, active to reactivate. | inactive / active |
D | IT Administrator | Assign IT Administrator permission. | on (or blank) |
E | Matter Management Pro | Assign Matter Management Pro license. | on (or blank) |
F | Matter Management Admin | Assign Matter Management Admin permission. | on (or blank) |
G | US Review Pro | Assign US Review Pro license. | on (or blank) |
H | US Review Admin | Assign US Review Admin permission. | on (or blank) |
I | Contract Management Admin | Assign Contract Management Admin permission. | on (or blank) |
J | LegalOn Assistant Standard | Assign LegalOn Assistant Standard license. | on (or blank) |
K | LegalOn Assistant Pro | Assign LegalOn Assistant Pro license. | on (or blank) |
L | LegalOn Assistant Admin | Assign LegalOn Assistant Admin permission. | on (or blank) |
M | Translation Pro | Assign Translation Pro license. | on (or blank) |
N | Translation Admin | Assign Translation Admin permission. | on (or blank) |
O | API Credential Issuer | Allow the user to create API credentials. | on (or blank) |
3. Save the edited file in CSV UTF-8 (comma-delimited) format.
4. In LegalOn, click the [V] icon and select [Bulk Update Users].
5. Upload your edited CSV file.
6. Click [Import].
7. Wait a few moments, then click [Reload] to see the updated user information.
⚠️ Notes
You cannot edit usernames or email addresses in the CSV.
Users can edit their own usernames via [User settings].If you cannot convert to CSV UTF-8, use Windows Notepad to save the file.
Exporting the user list will include all statuses (active/invite pending/inactive).
You cannot assign more licenses than your purchased limit. Check limits under [License].
Troubleshooting
Error appears when uploading an edited CSV file
Failure: "Import failed. There is an issue with the input. Please check the details below."
This issue may occur if the CSV file includes users with an Inactive status. Users marked as Inactive in Column C are excluded from bulk updates.
Try performing the bulk update again using one of the following methods:
Option 1: Delete inactive rows after exporting the user list
Open the CSV file again, delete all rows that show Inactive in Column C, and upload the file again.
Option 2: Filter by status before exporting the user list
See [View User List - Export User List] and filter the user status to Active or Invited before exporting.