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How to Replace a User in Lexicata/Grow

Objective:

  • How to deactivate one person and add another one in Lexicata/Grow

Environment:

  • Clio Grow
  • Lexicata

Additional Information:

n/a

Procedure:

Step 1: Deactivate a User

  1. Go to the Settings page
  2. Click on the Manage users tab
  3. Click Deactivate next to the user you want to deactivate
  4. A pop-up is displayed asking for confirmation of the deactivation. Click Deactivate User.

Step 2: Add a New User

    1. Go to the Settings page
    2. Click on Account
    3. Click the Invite user button at the top-right of the page
    4. Fill in the new user's information, including their name, email address, and permission level

    If you have a license available (already purchased) on your account, click Confirm and send invite to send the email invitation to the new user.

    If you do not have a license available, purchase details for the new license will be displayed. Click Confirm and send invite to purchase the license and send the email invitation to the new user.

 

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