TABLE OF CONTENTS
- Overview - The Client Access Admin Page
- Creating a Client Access account
- Editing a Client Access account
To navigate to the Client Access Admin page in your Equinox system:
- Click 'Client Access' in the 'System' section of Equinox
- You'll see the 'Client Access Admin' page:
- Click the 'Add Client access' button to create a new Client Access account (Circled in red above)
- To edit the settings of an existing account, click on their username. (Circled in grey above)
- Additional information like last login date, is available for each account via the plus symbol on the right hand side. (Circled in yellow above)
- The tabs in the top right corner allow you to navigate between Account, Theme and Profile admin pages. (Circled in black above)
- You can filter the list of accounts in a number of ways including Client, Profile, and Theme (Circled in blue above)
Creating a Client Access account
You can create a Client Access account by following these steps:
- Click 'Add Client access', and select 'Version 2' from the dropdown
- Enter these required details for the user you're making a Client Access account for:
- Username
- First name
- Surname
- Password
In this first section you can specify additional profile details including:
- Linked person (from the Equinox Address Book)
- Theme (How the portal looks to the client)
- Profile (Like a template. Easily replicates account settings to save time and standardise settings across multiple accounts)
- Default Dashboard
Please see our articles on Themes and Profiles, and Dashboards for more information!
3. On the same page, scroll down, and you will see the 'Cases' section. This is where you can specify what the account can or cannot see:
| Field | Description |
| Client | Specify which client/owners cases you want to user to see |
| Applicant | Specify which applicants cases you want the user to see |
| Include Matter | Include specific matters/cases in the users view |
| Exclude Matter | Exclude specific matters/cases from the users view |
| Include Family | Include specific families in the users view |
| Exclude Family | Exclude specific families from the users view |
| Live Cases (checkbox) | Show or hide cases with a 'Closed' status |
| Matter Categories (checkbox) | Specify which categories of matters/cases you want the user to see |
4. Finally, at the bottom of the page, there is the 'Settings' section:
Here you will see 6 areas to further restrict or allow access for a Client Access account:
| Category | Description |
| Matter Tabs | Select which matter tabs that are visible to the user |
| Matter Fields | Select which matter fields are visible to the user (including custom fields and case contacts) |
| Lists/Searches | Control 'All Cases', 'All Tasks' and 'All Documents' visibility |
| Reports | Allow users to generate their own reports and/or view main system Equinox reports |
| Dashboards | Select which Equinox made Dashboards are visible to the user |
| Other Settings | Includes general, renewals, documents, tasks and charges visibility and management settings |
Please see articles on reports, documents and renewals in Client Access for more detail on these sections!
Don't forget to scroll back up and click the green 'Save' button to ensure the account and all details you entered are saved in Equinox.
Editing a Client Access account
To edit an existing Client Access account, navigate to the 'Client Access Admin' page shown at the top of this article, and click on the blue 'Username' of the user account you would like to make changes to.
The editing screen is identical to the creation screen, and all the same details and settings are available for you to edit.