User settings are those that only apply to the user and not to the account as a whole. Most of the user settings are found in the Account tab on the settings page under the “User Settings” header. We recommend setting up your user settings very early on so that your account is personalized and reflects you as the user.
User information is the basic info that is displayed throughout the application and used when displaying your information to contacts. Below is a list of all the user settings that can be edited:
- Name: The name used for the user’s account
- Email: The email address that is used to log into Lexicata and send emails
- Password: The password used to log into Lexicata
- Timezone: The timezone used for the purpose of scheduling appointments, tasks, reminders and emails
Each user can create an email signature that will be included at the bottom of all email correspondences sent through Lexicata. The email signature can be formatted to your liking and can even include links and images and can be copy and pasted from other sources. The email signature can be created or edited on the emails tab on your Settings.
Users can also adjust their notification settings on the Account tab in their Settings. You can choose to be be notified via email:
- When a new lead is added to the lead inbox
- When you are assigned to a task
You will automatically be notified when you are assigned to a matter by another user, this notification cannot be turned off. Once assigned to a matter you will receive notifications regarding the submission and completion of items on that matter as well.
Each user can choose to have the pipeline default to only the matters that they are assigned to. This is useful for larger firms who have many users and numerous matters. This setting can be managed on the Matters tab within your Settings. Keep in mind, that no matter which default setting you choose you can always filter the pipeline by user directly on the Dashboard page.