Create User Accounts

Contract Management

Updated: March 19, 2024

The Lextree Business and Enterprise Editions allow for unlimited users. This article explains how to add new users. Admin users create user accounts by doing the following:

1. Go to Settings > Users & Groups > Users.
2. Click Add.
3. Enter the user’s name and email address.
4. Select Yes under Send Welcome Email? to send an email message to the user with login instructions and a temporary password after you complete the account setup. If you choose not to send the welcome email, the user will not be able to access Lextree until you update the user’s account and choose the Reset Password & Send Welcome Email? option.
5. Assign User Roles to the account. Click on the User Roles information button for a description of each role. Depending on the assigned roles, you will be presented with various other account settings that will enable you to assign the user to Groups and/or Request Groups and additional settings regarding record access and email preferences.
6. Click Submit to create the user account.

NOTE: Groups and Request Groups assignments are required for certain user role assignments. You can create additional Groups and Request Groups at Settings > Users & Groups on either the Groups or Request Groups tabs.