Account Settings

Contract Management

Updated: March 19, 2024

You can review and update your account settings by clicking on the My Account link (below the menu bar on the right-hand side of your screen).

In addition to your name and email address, you may find some or all the following account settings:

• User Roles: Your assigned roles determine what you can do in Lextree. For example, an Editor can add and edit records while a Reader has view-only access to this information.
• Groups and Request Groups: Your assigned groups determine which records you have access to in Lextree. Groups determine which contracts and related records you may access, and the related Document Access setting indicates whether or not you can access attachments associated with those contracts. If you are assigned to a role involved in the request process for new contracts or approvals, then your Request Groups assignments indicate the group of Requestors, Reviewers, Approvers, and/or Publishers that will be involved in the completion of these requests. If you are assigned to the Requestor user role, then you will see a Request Types setting indicating the type of requests you are able to submit.
• Task and Request Reminders: Your reminder settings indicate whether you are subscribed to automatic weekly email reminders for any incomplete tasks or requests that you have been assigned to.