Best Practice for User Permissions in Your Workspace

Jan 31, 2019

Except for a workspace admin, we recommend following permission settings for following types of users:

Permission Power Users Regular Users Clients
Admin NO NO NO
Can draft templates YES NO NO
Can see confidential documents Individual Individual Individual
Auto-sharing of all documents Individual Individual Deactivated
Export to “.docx” file YES Individual Individual
Export to “.pdf” file YES Individual Individual
Access to all templates Individual Individual Individual
Access to templates from all groups Individual Individual Individual
Access to templates from all countries Individual Individual Individual
Change the language of a template YES YES Individual
Assign an owner or share to All users All users Only users assigned to a document
Can upload files Individual Individual Individual
Can view analytics YES Individual NO
Export documents YES YES Individual
Can share templates to external users YES NO NO
Can share documents (reviews) to external users YES YES NO

 

 

Start Automating Now

Legito BioSign

Your fast and secure way to paperless office    Legito BioSign is an add-on to your Legito Smart Document Workspace. Legito BioSign allows you to biometrically sign PDF documents on your tablet or smartphone. How does it work?Why Legito BioSign?Faster & less...

Mathematical Functions For Calculations

You can create mathematical functions in Legito Template Editor, that can be used for calculations. The functions are based on the PHP programming language. List of the functions: Round fractions up (ceil): https://www.php.net/manual/en/function.ceil.php Rounds a...

Template Editor Tutorial

1. Learn the Basics In a Few Minutes Step 1: Structure Learn more about conversion from MS Word Step 2: Logical Dependences Step 3: Example 2. Become a Power User Our new Legito Power User Training Book is a step-by-step "learning by doing" self-teaching guide which...

Use Legito For Collaborating On Selected Documents With Your Clients

OK, you drafted a document and it’s time for your client to check it and/or insert missing information. We know how ineffective and exhausting it is to exchange a ton of emails with separate files. With External sharing in Legito, you will have always one document...

Use Legito For Repetitive Collaboration With Your Clients

This type of cooperation typically requires repetitive access to all documents, managing lifecycles of documents, receiving document notifications and communication in Legito. We recommend for this use-case to create a user account for your client since this type of...

Collaboration With Your Clients: Use Legito for Client’s Inputs Before You Start Drafting

You may need from your client basic information about a case before you start drafting a contract or other documents. Instead of sending such information by emails, why don’t you let your client insert such information to a questionnaire from which a document will be...

Use Legito For Acquiring New Clients Online

This last use-case is about the automated or semi-automated acquisition of clients for common (standardized) cases such as a company formation, a refund for delayed flights, damages from car accidents, class-actions, real-estate transfers, escrows, collecting of small...

Turn Legito Into Powerful Tool For Collaboration With Your Clients

You can turn Legito into a powerful tool for collaboration with your clients. I will share with you our best practice for a variety of collaborations. Repetitive collaboration with your clients We recommend for this use-case to create a user account for your client...

Best Practice for User Permissions in Your Workspace

Except for a workspace admin, we recommend following permission settings for following types of users: Permission Power Users Regular Users Clients Admin NO NO NO Can draft templates YES NO NO Can see confidential documents Individual Individual Individual...

Legito Power User Training Book

Our new Legito Power User Training Book is step-by-step "learning by doing" self-teaching guide which helps you understand how to create smart document templates and other Legito features. Download E-Book  SAMPLES           Download E-Book...

Start Automating Now