Introduction

This document provides information for working with iManage Control Center. It presents information and concepts required for iManage Work system administrators.

Additional information may be found in the iManage Work section of iManage Help Center.

• Key Concepts introduces important ideas and terms used throughout the iManage Work system, such as containers and documents, or understanding the relationships between roles and privileges. The topics also introduce and define important terms. This is a good starting place to learn about them if you are new or unfamiliar with iManage Work system administration. When possible, the concepts are linked to procedures, such as those than can be performed in iManage Control Center.
• Using iManage Control Center is a set of step-by-step procedures for using the control center. They're presented in the same groupings and order as in the control center screen.
• Deploying and Configuring iManage Work Clients is a series of procedures for setting up and using the different iManage Work clients, such as for Microsoft Windows and Apple Mac. There are procedures for integrating other products, like Gmail, with those clients.

Key Concepts

• Metadata
• Containers and Documents
• Container and Document Security
• User Management
• Privileges, Roles, and Groups

Administration Tasks
ACCESS
Users Creating users Assigning users to a library Resetting user passwords Adding users to groups Enabling or disabling users Editing user profile Editing user security Editing platform details Viewing user details	Groups Searching for groups Creating a group Enabling or disabling groups Managing Members Editing a group Copying a group Viewing group details	Roles Searching for roles Viewing role details Creating a library-level role Editing roles Duplicating a role Deleting roles Assigning a role to a user Tiers
CONTENT
Documents Searching for documents Unlocking documents Checking effective access Verifying user's access rights Viewing document versions Viewing document history Viewing document details Copying a document link	Workspaces Searching for workspaces Checking effective access Verifying user's access rights Viewing workspace details	Trash Searching for deleted documents Restoring documents Permanently deleting documents
METADATA
Custom Fields Viewing custom fields list Searching for custom fields Adding custom fields Editing a caption Viewing custom field details Enabling/Disabling custom fields  Editing a custom field Deleting custom fields Enabling/Disabling HIPAA compliant option	Classes / Subclasses Searching for classes/subclasses Creating a class Creating a subclass Editing a class/subclass Deleting classes/subclasses View details	File Handlers Searching for file handlers Adding a file handler Map multiple document types Editing a file handler Deleting file handlers Viewing file handler details	File Types Searching for file types Adding a file type Editing a file type Enabling/disabling HIPAA compliant option Deleting file types Viewing file type details	Captions Search Edit View
SETTINGS
Templates FAQ Accessing templates in iManage Work clients Adding Name Prefixes and Suffixes Creating a template Creating a folder structure Viewing template details Editing a template Duplicating a template Deleting a template Best Practices	Applications Adding an application package Updating an application package FAQ for Applications Integrating iManage Work with iManage Share	Global Editing global settings	Refile Service Refile operation Types of refile Configuring Refile Refile rules Use cases for metadata refiling Use cases for security refiling Refile FAQs
NETWORK & SECURITY
Single Sign-On (SSO)
WORK CLIENTS
Web Client Web settings Web views Web filters Web context menus	iOS Creating mobility policy configurations for iOS devices Editing an existing .immconfig File	Office		Classic

Additional Resources

Help Center	Training & Education
Getting Started with iManage Cloud Support iManage Cloud Community	iManage Work Cloud Fundamentals The iManage Work Cloud Fundamentals 3-day course, available through the above link, provides an in-depth study of the features and functionality of the iManage Work 10 clients and the associated administrative utilities, including the Web-based iManage Control Center. Download the course outline from iManage Share.