Settings

Settings is where account admins configure how Lextree works for everyone in the account. Open Admin → Settings to reach these areas.

Modules

Enable or disable product modules. Turning a module on adds it to the navigation for everyone with access; turning it off hides it — your data stays put. Module enable/disable is available on all plans.

Field Settings

Customize the fields on any record type — add, remove, rename, and reorder fields to match how your team works. Available on all plans. See Custom Fields for the field types you can use.

Timeline Settings

Configure the timeline states available for each record type — add, reorder, and retire states, each mapped to an overall status. Available on all plans.

Calendar Event Templates

Create reusable event templates that pre-fill the event form — name, recipients, reminder schedule, and recurrence. Templates can also suggest events automatically.

Workflow Templates

Define reusable workflow processes with standard checklists. Workflow templates are available on Business and Enterprise plans.

All of these are account-admin tasks: changes here apply to everyone in the account.