To grant Unity LSR access to people in your organization to submit requests and users to triage and manage those requests, you can assign the following roles:
- Business Requestor: Users from other departments (e.g., sales, procurement, or marketing) who submit requests, attach files, respond to requests for more details, and track the status.
- Intake Admin / Legal Ops: Users who triage queues, assign requests to Legal Analysts/Attorneys, set priorities and targets, and manage service request tags and categories.
- Legal Analyst / Attorney: Users who are assigned to requests and work on the related items, including collaborating with the requestor, updating the status, and closing out the request.
- Legal Manager: Users who oversee workload, track KPIs, and reallocate workload as needed.
Adding New Users
1. Go to Settings > Users.
2. Click + Add Users in the top-right corner.
3. Enter/select the following information and then click Save.
- Name (required): Enter the user’s first and last name as it should appear in their profile.
- Email (required): Enter a valid email address for the user to receive an account setup email.
- Phone (required): Enter the user’s business phone number.
- Role (required): Select a role from the dropdown list. Business Requestor is intended for users from other departments who need to submit/track requests. See the section above for details on each role.
- Business Unit (optional): Enter the user’s associated business unit or department.
- Legal Triage (optional): Select this box only if the user should be able to update/assign requests or triage the service request queue in general.
Editing Users
1. Click on the user's name from the list.
2. Click on the value for a field under Attributes to enable editing.
3. Select the option or click the checkmark to save your changes.
Deleting or Deactivating Users
1. Click on the … (more) option under the Actions column.
2. Select Delete or Deactivate.
NOTE: You can delete or activate/deactivate multiple users at once by selecting boxes for names and clicking the Bulk Actions button.