How to Expand Your Team's Access to Law Cyborg

This tutorial walks you through the process of inviting additional users to sign up to Law Cyborg. It covers how to configure the plans for incoming users, and how to change the account details of the owner account, including how to turn the owner account into a non-paying account to allow for administrative oversight of team members without access to Law Cyborg's tools.

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19 steps

4 months ago

1
Click Account
Click <b>Account</b>
2
Click Manage under Users
Click <b>Manage </b>under <b>Users</b>
3
Click the edit icon beside your account
Click the edit icon beside your account
4
You can click the name and email fields to edit them 
You can click the name and email fields to edit them&nbsp;
5
Click the 'x' here to remove the plan from your account, if you wish to convert it into a non-paying 'owner' account. This allows for the account to retain admin oversight of user settings for additional users invited by the account, without having access to Law Cyborg's tools
Click the '<b>x</b>' here to remove the plan from your account, if you wish to convert it into a non-paying 'owner' account. This allows for the account to retain admin oversight of user settings for additional users invited by the account, without having access to Law Cyborg's tools
6
Click Save once finished
Click <b>Save </b>once finished
7
Click Password
Click <b>Password</b>
8
You can update your account password here
You can update your account password here
9
You can update your account's card information by navigating to the card menu under Products & Billing. This will be used as the payment method for all users added by this account
You can update your account's card information by navigating to the card menu under <b>Products &amp; Billing</b>. This will be used as the payment method for all users added by this account
10
To add new users to the account, navigate to the Users menu, and click Add User
To add new users to the account, navigate to the <b>Users</b>&nbsp;menu, and click <b>Add User</b>
11
Input the email details of the new user to send them an invitation to Law Cyborg 
Input the email details of the new user to send them an invitation to Law Cyborg&nbsp;
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Click Select plan to choose which licenses that user will have access to
Click <b>Select plan </b>to choose which licenses that user will have access to
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Choose between the Essential Plan and the Elite Plan
Choose between the&nbsp;<b>Essential Plan</b>&nbsp;and the <b>Elite Plan</b>
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Click Select practice area
Click <b>Select practice area</b>
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Each user can have access to as many or as few practice areas as you want (each practice area is $9 per month, or $99 for the bundle of all 30 areas)
Each user can have access to as many or as few practice areas as you want (each practice area is $9 per month, or $99 for the bundle of all 30 areas)
16
Click Add to add an additional user
Click <b>Add </b>to add an additional user
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Enter email details
Enter email details
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Each user can have access to their own specific configuration of plan and practice area(s)
Each user can have access to their own specific configuration of plan and practice area(s)
19
Click Submit once finished to invite the new users by email. Any previously purchased and unused licenses available to the owner account will be automatically distributed to the incoming users, with the total additional cost per month of the new users shown down the bottom of the screen. In this case, as the owner account already has unused licenses for two essential plans and one practice area, the total additional cost per month for the two incoming users is $9 + GST
Click <b>Submit</b>&nbsp;once finished to invite the new users by email. Any previously purchased and unused licenses available to the owner account will be automatically distributed to the incoming users, with the total additional cost per month of the new users shown down the bottom of the screen. In this case, as the owner account already has unused licenses for two essential plans and one practice area, the total additional cost per month for the two incoming users is $9 + GST