Users

⏱️ 1min

Setting up a new user on Leo

Here are the steps to take whenever you need to set up a new User account on Leo (for example, when a new employee joins the firm):

• From the Settings page, click on Users
• Click the green INVITE USER button
• On the Invite User pop-up screen
  • Type the email address of the person you wish to invite to join Leo
  • From the drop-down menu under User Groups, select the permissions Group(s) to which you want to assign the new user (you can find out more about Groups here.)
• When you’ve added all the new Users you need to, click SEND
• The new users you have invited will receive an email from Leo, with a secure direct link to set up their new account
• On the Users landing page, next to the invitee’s names, you’ll see in the Status column: Invitation Sent and today’s date
• When they accept the invitation to join Leo, you’ll see in the Status column that they are now Active.