Admin

Once you create your account, we recommend a quick review of some basic administrative settings. You can change your mind about these settings at any time.

Admin users may review, add and update user accounts at Settings > Users & Groups on the Users tab. You can search for users via the search bar or using the Add Filters option. Click Add to create a new user account. Click on a user’s name to edit their account settings. Click on the Last Updated date for any user to view the history of their account record.

Admin users may review, add and update groups at Settings > Users & Groups on the Groups tab. Groups are assigned to both user accounts and contract records to determine which users can access which records.

Lextree allows unlimited users. Here is how to add users to your organization’s account.

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).

You can review and update your account settings by clicking on the My Account link (just 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.

The Admin (Administration) menu gives you access to important settings for Lextree. Only user with the Administrator role can access the Admin menu options.

The Authorities library allows you to maintain a list of Survey Authorities or government agencies which routine review your facilities. You can also add independent contractors and consultants who perform reviews on your behalf to the list.

The Buildings library allows you to maintain a list of buildings associated with your facilities which are surveyed separately. This allows for more granular reports and analysis. Select Add Building to enter information about the building.

You can manage settings for your own account in Lextree from the My Account link.

Admin users may add and edit selection options for certain multiple choice fields at Settings > Lookups (not all multiple choice fields are customizable - some have fixed selection options related to various system functions).

Creating a new account is easy in Lextree. Start with the Free Trial, which includes all features.

The Lextree Business and Enterprise Editions allow for unlimited users. This article explain how to add new users.

Lextree allows Admin users to create and order custom fields. Custom fields will appear on the main Contract Details page, including Add Contract and Edit Contract. Custom fields will also appear on the Contracts page. Custom fields are text entry fields.

Admin users may add and edit custom fields for entity records in Settings.

Admin users may add and edit folders for documents at Settings > Lookups, Folders, & Fields > Folders.

The Document Types library allows you to categorize documents for more meaningful analysis and reporting. Select Submit to save the Document Type.

When you return to Lextree, you will need to login with your email and password.

Admin users may review, add and update groups at Settings > Users & Groups on the Groups tab. Groups are assigned to both user accounts and entity records to determine which users can access which records.

Admin users may review, add and update groups at Admin > Groups. Groups are assigned to both user accounts and survey records to determine which users can access which records. Only user accounts assigned to the Editor or Reader roles have access to survey records and may be assigned to groups. For example, users assigned to Group A will have access to all surveys assigned to Group A.