Assign Users Access to discovery ][ Local

Assigning users access to Local is a two-step process: users must be granted access to the application through the Web Portal, as well as within the Local application itself. As the "owner" of the subscription, you can add, edit, activate and deactivate users, set and remove users' administrative privileges, and assign users access to IPRO applications, both from the Settings tab in the Local Web Portal, as well as the Case Management module within the application. The procedures below describe the process for assigning users access via both methods.

Note: Ensure users are assigned access both through the Web Portal and the Case Management module of the application. If a user is provided access only in one place, rather than both, certain modules may appear grayed out for that user.

Overview: Assign Users Access to Local Modules

Administrators have the power to assign users access to IPRO components. Your subscription has a total number of licenses for each IPRO component. When you assign a user access to a component, the total number of available licenses decreases by one.

To better understand how available licenses work, consider the following example.

Your firm has the following IPRO application licenses:

  • 1000 TrialDirector 360 licenses
  • 500 Case Story licenses
  • 500 Review licenses

You have assigned the following licenses to users:

  • 50 TrialDirector 360 licenses
  • 50 Case Story licenses
  • 50 Review licenses

Note: A Review license provides access to the Case Management, Administration, Processing, and Review modules.

In this example, your current license information looks like this on the Web Portal:

If you need to assign licenses to a user, you would click the Assign Access button for one of your users that is not currently assigned access to any applications. The Assign User To Access Application dialog looks like this:

In this example, let's say you want to give the user access to the entire Local suite. You would select the check boxes in the Assign User To Access Application dialog to give the user access to all three Local applications; TrialDirector 360, Case Story, and Review. The available license counts would then change to reflect the selections you've made.

When you click Save, the Available license counts change to reflect fewer available licenses.

Assign Access to Users via the Web Portal

Follow the steps below to assign users access to Local components in the Web Portal:

Note: Ensure users are assigned access both through the Web Portal and the Case Management module of the application. If a user is provided access only in one place, rather than both, certain modules may appear grayed out for that user.

  1. Launch the Web Portal by opening a browser and going to solutions.iprotech.com.
  2. Type in your email and password in the proper fields.
  3. Once you have logged in, click Settings in the left navigation panel.

  4. Select a user from the table. To assign that user access to IPRO applications, or to remove that user's access to these applications, select the Assign Access button in the ribbon bar.

  5. A dialog box appears with the names of each Local module. To the right of each name is the number of available licenses, along with the total number of licenses purchased.

    Assign access to an application by clicking the check box next to its name. A green check mark appears beside the applications the user can access. To remove the user's access to a certain application, click the green check mark. When finished, click Save.

    Note: A Review license provides access to the Case Management, Administration, Processing, and Review modules.

  6. Repeat these steps for every user whose access needs to be changed.

Assign Access to Users via Case Management

If users only have access assigned in the Web Portal, they may continue to see modules grayed out until access is assigned properly in the Case Management module of Local. This step is also critical for ensuring that users migrated from Eclipse SE are granted permissions to access the modules they need.

To assign users access to components of Local via Case Management, see the instructions below:

  1. On the Dashboard, click the Case Management module.

  2. In the navigation panel, click the Users tab.

  3. Select the user from the list. Ensure the user has the correct permissions and role, and that the user's status is set to Active. For instructions on how to modify a user, see Edit or Remove a User.

  4. Once the user is selected, click the Assign Access button.

  5. Finally, check the boxes of any modules the user should be assigned to. Click Save to complete the Assign Access function.

 

Related Topics:

Manage Users in the Web Portal

Manage Account Information on the Web Portal