TABLE OF CONTENTS
- Information included on the Client Access dashboard
- View data by country
- Advanced map customisation
- Regional Data Box
- The Client Access toolbar
When your client first logs into their Client Access account, the following pop-up will appear. This pop-up explains how to:
Use the map to see an overview of their case data
Use the main navigation bar to locate specific cases
Access their user account
Edit their user account details
Note: Your clients can tick the box next to 'Hide this help box on login' if they don't want to see this information each time they log in.
View data by country
The map provides a visual overview of which countries your client's cases are in.
When your client clicks on a country on the map, a pop-up appears with the relevant cases for that country. They can see basic information about cases based there.
To view more data about a case, your clients should click the name of the case they want more details about. For more information on viewing individual case information in Client Access, see our article on viewing case information on Client Access.
Example - Viewing all Canadian cases
In this example, we want to view all of our Canadian cases. To do this:
From the world map on the dashboard, click on Canada
A pop up will appear that lists all of your Canadian cases
If you want to view more details about a case, click on Attorney Ref. The Client Access portal will then show you more case details.
Advanced map customisation
Your clients can customise the map by clicking Change display. The change display button opens a pop-up that lets them choose:
What categories they want to see
What case statuses they want to see
Your clients can customise these preferences further by clicking the Advanced button. This expands the pop-up to show further case statuses, which are divided into:
Statuses Live
Statuses Closed
Regional Data Box
The Regional Data Box contains information about your regional cases that aren't shown on the map. The cases you'll find listed here include:
WIPO cases
EP patents
You can see regional data information on the bottom right-hand side of the screen.
To view detailed regional data:
Click Regional Data to reveal a dropdown menu
You'll see:
Which international organisations you have cases for
How many cases you have for each organisation
Click on the international organisation whose cases you want to view more information about
In this case, we've selected the EPO. Now we can see all of our EPO cases in Client Access
To view more details about a specific case, click on the case number in the Attorney Ref column
The Client Access toolbar
Your client can see the toolbar at the top of every page in Client Access.
Your client will see these icons on the left-hand side of the toolbar:
| Icon name | Icon functionality |
|---|---|
| Backspace arrow | Takes you back to the page you were previously on |
| Refresh arrow | Refreshes the page you're on |
| Opens a print preview in a pop-up so you can print the page you're currently on | |
| Help | Opens a pop-up displaying the information you see when first accessing Client Access |
| 'Client Access' | Takes you back to the Client Access dashboard |
Your client will see these icons on the right-hand side toolbar:
| Icon name | Icon functionality |
|---|---|
| Search bar | Lets you search Client Access for specific information |
| All Cases | Takes you to the Search Cases by Applicant page. You can search all cases in Client Access from this page |
| Recent Cases | Opens a dropdown menu showing this system's most recently accessed cases |
| Help | Shows report-related information. You can configure Equinox to decide exactly which information each client will see here |
| 'Client Access' | Takes you back to the Client Access dashboard |
Click Example Client in the top toolbar to open a dropdown menu.
The user details dropdown menu displays the user's:
Name
Username
Email
Number of logins to Client Access
Latest Client Access login date
Users can update their passwords by clicking Update password.
Users can log out of their client access account by clicking Log out at the bottom of the dropdown menu.