Getting Started (For IT & Module Admins)
Set up and administer LegalOn: users, security, settings, integrations, and the API.
39 articles
- How to invite users
- How to deactivate or activate a user
- How to Manage User Lists
- How to Update User Information (for IT Administrator)
- Understanding Administrator roles, User types, and Access permissions
- How to Manage your User Groups
- Differences in features between Pro/Standard license for Matter Management module
- How to Change an Email Address Domain
- System Requirements for LegalOn
- Initial setup and basic usage guide for IT administrator
- Workspace management: Creation and editing by IT Administrators
- How to create workspaces and folders in bulk
- How to manage your departments
- About licenses
- Edit workspaces/folder names in bulk
- Bulk update access permissions
- Setting up internal ID auto-generation
- How to Set Up Company Information
- How to set up Single sign-on (SSO)
- How to set up Single sign-on (SSO) in with Microsoft Entra ID
- How to set up Single sign-on (SSO) with Okta
- How to restrict IP addresses
- How to set up Multi-Factor Authentication
- How to Create and Download Audit Logs
- How to Use Audit Logs
- Understanding the Audit Log screen
- How to add the Word Add-in
- Installing the Word Add-in when Microsoft 365 permissions are centrally managed
- How to update the Word Add-in when deployed organization-wide in Microsoft 365
- Key differences between LegalOn Contract AI and the LegalOn web app
- Required Technical Settings for Using LegalOn Contract AI
- How to access LegalOn Contract AI in Microsoft Word
- Differences between LegalOn browser version and Add-In version