How do I add additional team members or remove a team member?

In this article:

View an LGL Short Video on adding team members to your LGL account

Every LGL account comes with unlimited team members, or users, so you can add as many as you need. You can assign each user to a role, each with varying levels of permissions.

Adding a new user

To add new users, you want to go to your Home tab and click on the Team Members in the main navigation bar:

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From there you will fill out the new user form:

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After you complete this form and save it, you will have an option to send an email to the user inviting them to set up their password and log in. 

Important: The verification link will expire in 14 days. So once your new team member has been invited, please remind them to log in and set up their user name and password as soon as possible.

Read more about the LGL Roles and Permissions.

Note: Be sure that you have a valid and unique email address for each user.

Mark billing contacts

You can set which Administrators you want to serve as billing contacts in your account. These designees will receive updates about invoices and payments.

Removing a user

When a team member leaves your organization and you want to remove them as an LGL user but preserve the changes they've added or updated in your data, go to the user's profile and uncheck the "Is active?" check box. This will prevent that person from accessing your account.

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Inactive users will no longer appear on your list of Active users, but they will be listed on the Inactive tab:

If you need to re-activate an inactive user, you can click on the Inactive tab and click Actions --> Edit User next to the user's name. Then check the box next to "Is active?".

Deleting a user vs. making a user inactive

It is possible to completely delete a user, but if you do that, then their past activities in LGL will be lost as well. Their actions won't disappear, but you will lose sight of who made certain updates. For that reason, if you are removing a user who has been active in LGL, we recommend using the edit feature to uncheck the 'Is active?' button rather than deleting the user altogether.

If you do need to delete a user altogether, such as someone you added by mistake, you can do that from the Actions button:

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