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Managing Account Settings

Accounts

What This Article Helps You Do

This guide shows you how to view and manage your personal account details, security settings, and account integrations in LawY. You'll learn how to update your profile information, reset your password, and manage connected services for email automation and matter organisation.

1. Accessing Account Settings

  1. Click the Profile Icon in the top-right corner of LawY.

  2. Select Account Settings

  3. The Account Settings page includes three sections

    1. Account: Update your Account details, Account integrations & Account security (MFA).

    2. Admin: Manage Firm details, Staff Licenses, Connected apps, Billing, Security & Staff Permissions.

    3. Integrations: InfoTrack

Note: Only administrator's users will see the Admin option in the left-hand menu.

For more details on user roles and permissions, see the User Roles & Permissions guide

Account Settings

To manage your Account Details and Account Integrations, go to the Account section of the left-hand menu.

2. Account Details

2.1 Update Account Details:

  1. Click Edit next to your name

  2. Update your Name(s), Profile Picture, and/or Phone Number

  3. Click Save to apply changes

Note: Currently, uploaded profile pictures cannot be removed, only replaced.

2.3 Reset Your Password:

  1. Click Reset next to the Password field

  2. Check your email (including spam) for the password reset link

  3. Follow the link to the password change page, enter your new password, and click Reset Password

3. Account Integrations

The Account Integration section allows you to manage email automation settings for your account. Currently, only Outlook is supported.

  1. Click Connect next to Outlook to enable this integration

  2. Email Auto-Allocation: Once connected, you can manage the following:

    1. Automatically Save Emails to OneDrive: Toggle to enable, saves matter related emails to the firm's designated storage provider

    2. Automatically assign a matter category in OneDrive: Toggle to enable, a 'matter' category is applied to the email in the user's outlook account.

Admin Settings

To manage your Firm Details, Connected Apps, Billing, Licenses and User Permissions, go to the Admin section of the left-hand menu.

Note: Only administrators will see the Admin page in the left-hand menu.

4. Firm Details

  1. Click Edit next to Firm details

  2. Update your Firm Name and Billing address.

  3. Click Save to apply changes

5. Connected Apps

Connected Apps lets you connect LawY to a cloud storage service for document management. You can choose either OneDrive, Dropbox or Google Drive, but only one storage can be active at a time.

  1. Click the Connect button next to your preferred storage option to begin the setup

  2. Once a storage service is connected, a Manage & Disconnect button appears.

    1. Click Manage to review or update your Matter selection.

  3. Other storage services will be unavailable until you Disconnect the current one

6. Billing

The Billing section allows administrators to view and manage the organization’s subscription and invoices. For detailed guidance on updating billing information, viewing invoice history, and managing payments, refer to our Managing Your Billing and Invoices article

7. Licenses

The Licenses displays:

  • A license summary showing the number of Admins, Staff, No Access, Invited, and the Total Licenses.

  • An Invites panel listing any pending invitations, with the option to cancel by clicking X icon.

  • An Invite Staff button to send new invitations.

  1. Click Invite Staff to start a new user invitation

  2. Enter the user’s email address in the email field.

  3. Click the send icon (paper plane) to add the email to the list.

  4. Repeat steps 1–3 if you need to invite multiple users. Each email will appear in the list below.

  5. From the Role dropdown, select the role you want to assign (e.g., Admin or Staff).

  6. Click Send invite(s) to send out the invitations.

8. User Permissions

View all users with access to your organisation. For each user, the table displays as the following:

  1. Click the three-dot menu next to a Staff user to expand additional options:

    1. Grant Admin Access: Promote the user to an Admin role.

    2. Revoke Workplace Access: Remove the user’s access entirely

Tip: Admin users don't have the three-dot menu because they have full access already.

Related Articles
Managing Your Billing and Invoicing
User Roles and Permissions in LawY
How to add a user to your LawY account
Complete Onboarding Guide for LawY (Step-by-Step)
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