To setup a user for the Legal Bricks integration within Access Legal Case Management, you will first need to ensure that the user has been created. To do this, please raise a new case online for Legal Bricks new user creation.
Once this is done you will receive the user's password and authorisation key which will be needed to complete the setup. If you have these, please proceed to the steps below.
Setup a user for Legal Bricks integration
Note: In order to complete the steps below, you will need be a supervisor and have access to login to the hosted desktop. If you do not have either of these, please raise a new case online for Access Legal Case Management support.
Login to the hosted desktop and open up DPSSQLConfig and login using your supervisor credentials.
Once opened, navigate to Web Accounts on the top left pane.
Select Online Search.
In the window that opens, you will see a table at the bottom titled User Credentials. Scroll to the bottom of this table and enter the user's login information.
User: This is the user's login name for Access Legal Case Management and can be found in the Users and Groups section on the bottom left pane.
Provider: LegalBricks will be the only option in this dropdown.
User Name: This is the email address for the user that the account for Legal Bricks was created for.
Password: This is the API key that will have been provided to you by Legal Bricks upon creation.
Auth Key: This is another API key that will have been provided to you by Legal Bricks upon creation.
Click Save and then close.
If you have any issues or have any queries regarding this, please raise a new case online and reference the title of this article.