How to Enable the PlatoBI Module in eCounsel
The PlatoBI Matter & Spend Dashboard for eCounsel provides insights and trends about invoice processing and matter status within eCounsel.
This article explains how to enable the PlatoBI module for eCounsel for users and groups in eCounsel.
Prerequisites
This article assumes that the user accounts are already configured in PlatoBI. Ask Mitratech support to configure the users in PlatoBI if not already done.
Configure a PlatoBI User in eCounsel
PlatoBI users need a Person and Primary email configured in eCounsel to access the PlatoBI dashboards. This section configures an email account (username) as a user in eCounsel.
To configure a Person and a Primary email for the PlatoBI user in eCounsel:
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Open Suite Manager and go to Users/Groups.
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On the User tab, select the user and click Edit.
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On the user window > Base Info, click the ellipsis (three dots icon) next to Associated Person.
- Use the Search textbox to find the person, then select the person and click Select.
Note: Click Hot Add if the person does not exist in eCounsel.
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On the user window > Base Info, click Save.
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Log in to eCounsel.
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Go to the People module, click the person.
- Click Edit.
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On the Contact info tab, click New > Communication.
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Enter the following information:
- Description: The person's name (it should be already filled)
- Type: Select Email
- Number: Enter the person's email
Note: The email must be configured in the PlatoBI dashboard.
- Select the Is Primary checkbox and click Save.
Enable the PlatoBI Module
Apart from configuring the same email both for PlatoBI and for the person in eCounsel, you need to give permission to the user to access PlatoBI. Permissions can be applied to a user or to a group. This section explains how to grant permissions to a user and to a group.
Enable the PlatoBI Module for a User
To enable the PlatoBI module for a user in eCounsel:
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Open Suite Manager and go to Users/Groups.
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On the User tab, select the user and click Edit.
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Select the Security Attributes tab. On Allow PlatoBI Module, set the permissions as follows:
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Inherited Access: Unspecified
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Override Access: Allow
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Cumulative Access: Allow
- Click Save.
Enable the PlatoBI Module for a Group
To enable the PlatoBI module for a group in eCounsel:
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Open Suite Manager and go to Users/Groups.
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On the Group tab, select the group and click Edit.
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Select the Security Attributes tab. On Allow PlatoBI Module, set Access Level as Allow.
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Click Save.
Log in to PlatoBI from eCounsel
PlatoBI is a separate module that is accessed from eCounsel. To access PlatoBI, log in to eCounsel, and in the homepage, click PlatoBI to show the main page with links to the dashboards.
