Roles & Permission Management

Company Profile & Settings

Manage Emergency Contacts & Documents
Update Your Personal Profile
Configure Client Sign‑Up Settings
Manage Data Table Limits & Exports
Configure App Settings
Use Map Autocomplete in Address Form
Add a New Business Address
View & Edit Business Addresses
Accessing Company Profile & Settings
Configure Company Settings

Registration & Authentication

How to Reactivate a Deactivated User Account
How to Set Up Backup Codes for 2FA
How to Manage Login Devices & Sessions
How to Change Your Login Email Address
How to Set Up Single Sign‑On (SSO) Authentication
How to Enable Two‑Factor Authentication (2FA)
How to Reset Your Password
How to Verify Your Email Address
How to Register a New User Account
How to Delete Your User Account Permanently

Roles & Permission Management

How to Create a New Role
How to Set Up Role-Based Access for New Departments
How to Limit Access to Sensitive Modules
How to Duplicate an Existing Role
Understanding Default Roles in Laywork
Best Practices for Managing Permissions
How to Assign Roles to Users
How to Edit or Delete an Existing Role
Auditing Role Changes and Permission Updates
Troubleshooting Common Role & Permission Issues

Custom Fields

Introduction to Custom Fields
How to Migrate Custom Field Data Between Accounts
How to Use Custom Fields in Automation & Workflows
How to Control Access with Field‑Level Permissions
How to Import & Export Custom Field Definitions
How to Create Dependent (Conditional) Custom Fields
Best Practices for Using Custom Fields in Reports
Managing and Editing Existing Custom Fields
Creating Custom Fields for Clients and Employees
Adding Custom Fields to Projects and Tasks

Theme & Branding

How to Brand Your Email Notifications & Templates
How to Preview & Roll Back Theme Changes
How to Enable & Customize Light/Dark Mode
How to Reset to Default Theme Settings
How to Apply Company Branding to Client Portal
How to Set a Custom Login Page Background
How to Change Theme Colors in Laywork
How to Customize Your Company Branding in Laywork

Language & Currency

How to Test & Validate Your Language & Currency Settings
Best Practices for Language and Currency Settings
Setting Regional Formats for Dates, Times, and Numbers
How to Manage Exchange Rates in Laywork
Configuring Currency Settings for Your Account
How to Configure Fallback Languages
How to Override Currency Per Client
How to Customize Number & Date Formats per Module
How to Change Your Language in Laywork

Email & Notification

How to Enable or Disable Specific Notification Types
How to Customize Your Email Notification Preferences
Setting Up Push Notifications on Mobile Devices
Integrating Laywork Notifications with Slack
Understanding and Managing Notification Bundling
How to Set Up SMS Notifications in Laywork
How to Configure SMS Notifications with the Correct Country Code
How to Send a Test Slack Notification
How to Connect Slack to Laywork via Incoming Webhook

Billing & Subscription Plan

How to View and Understand Laywork Subscription Plan
How to Upgrade or Downgrade Your Laywork Subscription
How to Redeem a Laywork Subscription Code via Offline Request
How to Suspend or Reactivate Your Account After Billing Issues
How to Manage Your Billing Contacts & Notifications
How to Handle Failed Payment Attempts
How to Update Your Payment Method in Laywork
How to Cancel Your Laywork Subscription
How to Switch Between Monthly and Annual Billing
How to Change Your Billing Currency
How to Download Your Invoices and Receipts
How to Submit and Track an Offline Payment Request
Understanding Your Purchase History and Transaction IDs
Understanding Overage Charges & Usage Limits

Module Management

How to Enable or Disable Modules in Laywork
How to Customize Module Settings in Laywork
How to Assign Modules to Specific Teams or Users
How to Monitor Module Usage and Performance
How to Request New Modules or Features in Laywork
How to Configure Module‑Level Access Control
Understanding Laywork’s Account Lockout Policy
How to Restore a Blocked Account