This guide provides a high-level overview of how user management works in LeanLaw and where to go for specific tasks.
Where to Find User Settings
To manage users:
Click the Settings ⚙️ icon in the top-right corner
Select Users from the left-hand menu
On the Users page, you’ll see all users in your firm, organized into:
Active Users – Users who currently have access
Inactive Users – Users who have been disabled
Click on any user to open their profile.
Understanding the User Panel
When you select a user, their profile opens in a slide-in panel on the right side of your screen.
This panel is where all user-related settings are managed and is organized into three main tabs:
Details
Use this tab for:
Name and email
Role and permissions
General account settings
👉 Learn more: Managing and Customizing User Roles and Permissions
Rates
Use this tab to:
Set or update a user’s standard billing rate
👉 Learn more: How to Set and Adjust Rates
Advanced
Use this tab for:
User status actions (disable, re-invite)
Feature-specific settings (if enabled)
Custom fields
👉 Learn more: Inviting, Managing, and Removing Users
Common User Management Tasks
Invite a New User
Go to Settings → Users
Click Invite User
Enter required details and send invite
👉 See full guide: Inviting, Managing, and Removing Users
Update a User’s Role or Permissions
Open the user profile
Go to the Details tab
Update the role
Save changes
👉 See full guide: Managing and Customizing User Roles and Permissions
Adjust a User’s Billing Rate
Open the user profile
Go to the Rates tab
Enter or update the rate
Save changes
👉 See full guide: How to Set and Adjust Rates
Disable or Re-Invite a User
Open the user profile
Go to the Advanced tab
Select the appropriate action
Disabled users will appear under the Inactive Users tab.
👉 See full guide: Inviting, Managing, and Removing Users
Manage Custom Fields for Users
Open the user profile
Go to the Advanced tab
Custom fields allow you to store additional user-specific data.
👉 See full guide: (Coming soon: Custom Fields for Users)
How User Management Fits Together
User management in LeanLaw is built around a few key concepts:
Users – Individuals with access to your system
Roles & Permissions – What users can see and do
Rates – How users are billed
Status – Whether a user is active or inactive
Custom Fields – Additional data specific to your firm
Each of these components works together to help you manage your team efficiently.
Best Practices
Assign roles carefully to control access and reduce errors
Set a standard rate for each billable user
Regularly review inactive users to manage access and billing
Use custom fields to track firm-specific information
Need Help?
If you’re unsure how to manage users or configure settings, reach out to our support team—we’re happy to help.