Manage users

As a Lexis® Create DMS admin, you can grant and manage access permissions on individual or group levels within your organisation. To manage users visit the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers)

How to add individual users?

Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers)
Go to Users
Click on Add Users and fill in the Email Address and Role

How to add users in bulk?

Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers)
Go to Users

Click on Add Users and select Switch to invite multiple users at once
Enter a list of email addresses separated by commas

❗ For Microsoft Entra ID (= Azure AD) organisations, Lexis® Create DMS needs the User Principal Name (UPN) to add users. In most cases, this will be the same as the e-mail address. Read this article for more information on UPN.

How to change the role of a user?

Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers)
Go to Users

Click on the dropdown menu next to the user you want to change roles. Below is an explanation of each role:

An Administrator is one of the main users who can manage Lexis® Create DMS to the full extent
- - Manage users and roles
  - Connecting the document management system with Lexis® Create DMS
  - Setting up different teams (i.e. preset filters)
  - Manage, edit and view labels
  - Manage, edit and view company-wide lists

An Editor can:

- - Manage their personal profile settings. More information about profile settings here
  - Manage, edit and view labels

- - Manage, edit and view company-wide lists

A Viewer can:

- - Manage their personal profile settings. More information about profile settings here
  - View labels that are attached to clauses/definitions and use them as a search filter
  - View company-wide lists and copy-past clauses/definitions into their document

How to remove a user?

Go to the Lexis® Create DMS Portal (for LexisCreateDMS customers) or to Lexis Create+ Portal (for Lexis Create+ customers)

Go to Users
Click on the X next to the user you want to delete
Confirm your decision on the pop-up screen

Related article : Single Sign On in Lexis® Create DMS