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Manual

Client Management

The Client module on Insightloupe is used to segregate users and projects into different categories based on subscription, access permissions, etc. Each of these categories is referred as a client on Insightloupe and contains information like the number of projects, number of users with different roles, access type of users (legal or normal), etc.

Creating a client is the basic requirement to add project(s) or user(s) on Insightloupe as both projects and users are tagged to a client for managing permissions and subscriptions. There are 4 different editions of clients on Insightloupe that are defined based on subscription:

  • Super Client
  • Gold Client
  • Silver Client
  • Bronze Client

Super client users with Manager access can visit the Client module by clicking on the Clients sub-menu under the Administration module in the navigation menu.

Search and Filter Clients

This allows users to filter clients based on two different mechanism:

  • Text based filter: Users can filter the client based on the client name and Edition of the client.

  • Pre-defined filter: Users can filter the clients using the pre-defined quick filter from the dropdown. Following are pre-defined quick filter that user can use:

    • Expired
    • Not Expired
    • Locked
    • Not Locked

Edit client

Users can edit the client details, Update the feild names, change client settings, Provide Users Legal Review access, and User access to the client.

Client details

Follow the steps provided below to edit client details:

  1. Click on the client card.
  2. Click on edit icon of Client Details widget.
  3. Users can edit the client’s name and the email domains from here.
  4. Click on the Submit button to save changes.

Update Field Names

Updating the field name will result in changing the field name in all existing and new projects created under the respective client. User can still change them for specific projects but default field names are used from the corresponding client. Hence, if there multiple projects from a client that required similar changes to the field name, it is advised to update them from the client to make changes in one go.

Follow the steps provided below to Update friendly column names:

  1. Click on the client card.
  2. Click on Update Field Names in the Useful links section.
  3. The pop-up window will have the following sections:
    • Common Fields: Contains all the extra/Chartable extra, technology, claim & scope, product tags, etc. fields.
    • Patent Family: Contains all the fields releated to Patent family document type.
    • Patent Publication: Contains all the fields releated to Patent Publication document type.
    • Article: Contains all the fields releated to article document type.
    • Products: Contains all the fields releated to products document type.
    • News: Contains all the fields releated to news document type.
    • Unpublished Application: Contains all the fields releated to unpublished application document type.
    • Clinical Trials: Contains all the fields releated to clinical trials document type.
    • Genric: Contains all the generic fields that are used in the project such as legal, legal risk, etc.
  4. Update the desired field name and your changes will be saved automatically.

Client Settings

Users can update the Bibliography Upload Preference, Taxonomy Browsing Preference, and Taxonomy Display Preference for a project from Client Settings.

Follow the steps provided below to Change the client settings:

  1. Click on the client card.
  2. Click on setting icon of Client Details widget.
  3. User can change the bibliography upload preference, Taxonomy Browsing Preference, and Taxonomy Display Preference.
  4. All the changes will be saved automatically.

User Access to Client

Although each user on Insightloupe can have only one primary client, there may arise situations where they need to access a project from a different client. This can be done by adding a user to the client of the corresponding project and then giving him/her access to the project.

Follow the steps provided below to add users to a Client:

  1. Click on the client card.
  2. Click on edit icon of User Access widget.
  3. Users can be provided with three types of access in the edit section:
    1. No access - User with no access to client will not have access to client projects.
    2. Normal Access - User with normal access only view the client projects and will not have any edit access to the client.
    3. Manager Access - User with manager access can have edit access to the client.
  4. All the changes will be saved automatically.

Some features like legal comments, tagging documents as legally risky, etc. are accessible to users with legal access only. This legal access can be provided to users from here. Follow the steps provided below to Provide Users legal Access to Client:

  1. Click on the client card.
  2. Click on edit icon of Legal Review Access widget.
  3. Provide legal review access to the users.
  4. All the changes will be saved automatically.