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- How to manage your clients?
- How to Configure Roles?
- How to add a new request type category?
- How to add a new request type?
- How to set the permissions?
- How to add a new contract/document request type category?
- How to add a new contract/document request type?
- How to set the contract/document permissions?
Steps
In App4LegalLEXZUR, administrators can configure the client portal from within the system. To do so, navigate to the System Settings from the Settings icon in the top right of the main menu, then scroll to the Client Portal section where you can manage all its related settings.
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Configure Roles:
App4Legal LEXZUR allows you to configure roles for users based on company hierarchy, enabling you to specify the manager for each user.
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legal.com.
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