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Team and account administration

Set up teams, users, permissions, branding, and billing safely.

Outcomes​

  • Manage users and permission levels correctly.
  • Maintain account and team settings.
  • Keep branding and billing aligned to operations.

User management overview​

User administration in Legalesign is centred on the Users page. This is where admins invite users, adjust permission levels, control access to sensitive organisation features, and remove users when they leave or change roles.

In practice, user management usually falls into five workflows:

  1. Add a user and choose the correct permission level.
  2. Review or change permissions after the user has joined.
  3. Remove a user and optionally reassign their live documents.
  4. Change the effective email identity for a user by creating the replacement user and retiring the old one.
  5. Control access to organisation-level settings such as Users, Teams, Billing, Stop Processing, Data Deletion, and Data Extension.

How to think about permissions​

Only admins can set or change permissions. Permissions determine whether a user can see only their own sent documents or wider team activity, and whether they can access sensitive organisation settings.

When setting permissions, a few practical rules help:

  • Give broad visibility only to users who need access across the team.
  • Keep sensitive organisation settings restricted to the smallest appropriate group.
  • Revisit permissions when team responsibilities change rather than treating them as fixed forever.

For detailed permission definitions, use User Permissions Explained.

Common user workflows​

Add and manage users​

Start on the Users page, invite the user, assign the appropriate permission level, and suppress the invitation only when handling an existing user or SSO scenario.

Use:

Change a user email​

Changing a user's email is effectively a managed replacement workflow: add the new user identity, complete access setup through the invite flow, then remove the old user and reassign live documents where needed.

Use:

Billing and organisation ownership may require support involvement when transferring administrative responsibility between identities.

Remove users safely​

When removing a user, decide whether any live documents need reassignment first. Removing the user cuts off their team access immediately, so this should be treated as an operational handover step rather than just a cleanup task.

Use:

Core tasks​

  1. How to Add a User
  2. User Permissions Explained
  3. Users Page
  4. Change a user email
  5. How to remove a user
  6. How Can I Change the Team Business Name
  7. Billing
  8. How to Subscribe

Concepts to understand​

Next module​

Troubleshooting and Recovery

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