Overview
The Add New User tab lets account administrators view all users in the organisation, add new users one at a time, upload multiple users at once using an Excel or CSV file, and edit or remove existing users. Each user is assigned a role, editor access level, and optional permissions at the time of creation.
How to Access Add New User
1. Click on Settings from the left-hand navigation bar.
2. Click on User Management.
3. Select the Add New User tab.
The User List
The tab displays a table of all users currently in your organisation. The table shows the following columns:
Column | Description |
User ID | A unique system-generated identifier for each user. |
User Name | The full name of the user. |
The user's registered email address. | |
Editor Access | The user's editor permission level: Writer or Reader. |
User Role | The user's role in the organisation, such as Admin. |
Phone | The user's phone number, if provided. |
Key Actions | Edit and delete options for each user. |
Use the Search by name or email bar to find a specific user. Use the Show Rows selector and pagination controls to navigate through the full list.
Adding a Single User
Click the Add User button in the top-right corner.
Fill in the following fields in the Add New Organisation User panel:
Full Name
Email
Phone Number
User Role (select from dropdown)
Editor Access (select from dropdown)
Default Follower (select from dropdown)
Toggle the following permissions on or off as required:
Enable Editor — grants the user editor access on the platform
Editor Manager — grants the user editor manager permissions
Enable AI Chat — enables AI Chat features for the user
Click Submit to create the user, or Discard to cancel.
Uploading Users in Bulk
To add multiple users at once:
Click the Upload Excel button in the top-right corner.
Click Download Sample to get the template file.
Fill in the required user details in the sample sheet.
Click Choose File and select your completed CSV or Excel file.
Click Submit to upload and create all users in the file.
Editing a User
Locate the user in the list.
Click the edit (pencil) icon in the Key Actions column.
Update the required fields in the Update Organisation User panel. The same fields are available as in the add user form.
Click Submit to save your changes, or Discard to cancel.
Deleting a User
Locate the user in the list.
Click the delete (trash) icon in the Key Actions column.
Confirm the deletion when prompted.
Conclusion
The Add New User tab gives administrators full control over who has access to the organisation's Legistify account and what level of access each person holds. Adding users individually works well for small teams or one-off additions, while the bulk upload option saves time when onboarding larger groups. Reach out to support if you need help structuring the bulk upload sheet or assigning the right permissions.