Entity Management

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).

You can review and update your password in the My Account area. Just click on your account link.

Control what your users can do in Lextree by setting User Roles. Options include Admin, Editor, and Reader.

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. 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.

Editor and Reader users may view entity records by going to Entities and clicking on an entity’s Legal Name link. You may view related record details on each of the tabs below the entity summary information (tabs may include Documents, Requirements, Ownership, People, Alerts, Tasks, and Notes).

On the main menu bar is the View tab. The View tab gives you access to data and functions outside the context of a single entity. It aggregates data across all entities to which the logged in user has access.

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