TABLE OF CONTENTS

Overview - The Client Access Admin Page

To navigate to the Client Access Admin page in your Equinox system:

  1. Click Client Access in the System section of Equinox

  2. You'll see the Client Access Admin page. Click the Add Client access button to create a new Client Access account.

  3. Equinox then takes you to Client Access Admin - Add, where you can create a new Client Access account

Creating a Client Access account

You can create a Client Access account by doing the following on the Client Access Admin page:

  1. Enter these details for the client you're making a Client Access account for:

    • Username

    • First name

    • Surname

    • Email

      Note: Make sure the email address used for client access isn't an email that's already associated with another Equinox account. If you do this, the login for client access won't work.

  2. Create a password to give to your client so they can access their account. You can either:

    • Create the password yourself

      Or

    • Click Generate. Equinox will generate a strong password for your client to use with this account.

  3. Set up access controls for this account. You can customise information in the Access Controls Section for the following areas:

    • Case Tabs

    • Contacts

    • General - All Tasks List

    • All Cases options

    • Default inbuilt reports

  4. You can set access restrictions for:

    CategoryDescription
    ClientTicking this box lets a client see all cases for this client
    Applicant/InventorTicking this box lets a client see all cases associated with this applicant/inventor

    To set access restrictions, click the green Add button next to the search box you're putting information into.  

  5. If you're happy with your changes, click Save to save them 
    Or

    If you don't want to keep the changes you've made, click Cancel

  6. You can now see the Client Access account in Equinox


Creating a Client Access account via a template

You can use the layout of an existing Client Access account as a template for any new Client Access accounts you create. To do this:

  1. Go to System > Client Access

  2. Click the Add Client access button 

  3. Click Load Settings from Template on the right-hand side of the screen 

  4. From the dropdown menu, select the Client Access account whose layout you want to use as a template for the new Client Access account

  5. Click Load 

  6. Add your Client Information as required 

  7. Set an account password

  8. Configure your Access Restrictions 

  9. Click the green Save button on the bottom right of the page 

  10. You can now see this information in your Client Access Admin list. The entry is listed as Yes in the Template field 

Setting up advanced client account options

To set up advanced client account options, click the Advanced options link on the bottom right of the Options box. In the advanced options section, you can:

  • Grant clients permission to view specific case categories

  • Let clients only view live cases

  • Include or exclude specific cases from Client Access

  • Include or exclude specific case families from Client Access

Setting up 2-factor authentication

To set up 2-factor authentication (2fa) for a Client Access account:

  1. Go to the System tab in Equinox

  2. Click Client Access

  3. Select the Client Access account you want to set up 2fa for


Setting up two-factor email authentication

  1. Select By Email Address from the Two-Factor Authentication dropdown menu

  2. Enter the email address you want your authentication code sent to

  3. Click the green Update button


Setting up two-factor mobile authentication

  1. Select By SMS Text from the Two-Factor Authentication dropdown menu

  2. Enter the mobile phone number you want your authentication code sent to

  3. Click the green Update button


Disabling two-factor authentication

To disable two-factor authentication for a Client Access account:

  1. Select Disable from the Two-Factor Authentication dropdown menu

  2. Click Update to save your preferences