NOTE:

To perform operations on this page, the user signed in to Control Center must be a member of the NRTADMIN group, or be assigned to a role with Tier 1 or Tier 2 access to Control Center. For more information about the specific operations allowed, see Understanding tiers.

Groups are collections of multiple users. Groups can be assigned to workspaces, folders and tabs, and documents, and with a specific access permission. This allows that a precise set of users can be assigned to the same item and all with the same access permission. Groups can be maintained by adding or removing users, or changing the access permission, rather than modifying individual users and their access permission. Users can be member of multiple groups.

For instance, a group can be created for general users containing of literally hundreds of users and assigned to a workspace with view access permission. In the same way, a group can be created for editors containing three users and with read/write access permission for one folder only.

For more information, see Privileges, Roles, and Groups.


Creating a group in an iManage Work library

To create a group in an iManage Work library:

  1. Navigate to Access > Groups.

  2. At the top of the Groups page, select the library in which the group should be created, then select +Create Group.

  3. The Create Group dialog box appears.

    Figure: Library Create Group

  4. Enter the following group information.
    Table: Group information

    Field

    Description

    Group ID* (Mandatory)

    Enter a unique group ID for this group (string value up to 254 characters).

    Name

    Enter a name for this group (string value up to 254 characters).

    Group Status

    This indicates the group is enabled.

    If set to Enabled, the group is active and can be assigned to containers, documents, or emails, and users can be assigned to, or removed from the group. This is the default.

    If set to Disabled, the group is inactive, and cannot be assigned to containers, documents, or emails, and users cannot be assigned to, or removed from the group.

    A group cannot be deleted. Disable the group if it is no longer required.

    External Group

    This indicates the group is restricted to external users.

    If set to Enabled, only external users can be assigned to this group.

    If set to Disabled, the group is limited to only regular (non-external) users. External users cannot be added. This is the default.

  5. Select Create. The new group gets created.

Searching for groups

On the ribbon bar, you see the following Search option. Use this feature to search by group name or group Id.

Figure: Search field

Enabling or disabling groups

If set to Enabled, the group is active and can be assigned to containers, documents, or emails, and users can be assigned to, or removed from the group.

If set to Disabled, the group is inactive, and cannot be assigned to containers, documents, or emails, and users cannot be assigned to, or removed from the group.

NOTE:

Groups cannot be deleted, but can be disabled.


Single Group

Use the Enable Group or Disable Group option to enable or disable a group. This option is available on the:

  • Ribbon bar: Select a group to see this option on the ribbon bar.
  • Kebab menu: Select the   icon adjacent to each group to see this option.
  • Context menu: Right-click the group to see this option.

Multiple Groups

Use the Enable Group or Disable Group option to enable or disable multiple groups. This option is available on the ribbon bar.

  • Select the groups.
  • If all the selected groups have the same status, select Enable Group or Disable Group accordingly in the ribbon.
  • If all the selected groups do have the same status, select the new status from Group Status drop down in the ribbon bar, either Enable or Disable.

Managing members

To add or remove users from a group, select one of the following options:

  • Kebab menu: Select the   icon adjacent to each group to see this option.
  • Context menu: Right-click the group to see this option.

To add users to the group:

  1. Use one of the preceding options and select Manage Members.
  2. Select +Add Members.

  3. Search for the users by name in the Search field, select the user by placing a check beside their name, then select Add. The users get added to the group.

To remove multiple users from the group:

  1. Use one of the preceding options and select Manage Members.
  2. Right-click and select , or place a check beside one or more user names, then select on the ribbon bar.

Editing a group

To edit a group, select one of the following options:

  • Ribbon bar: Select a group to see this option on the ribbon bar.
  • Kebab menu: Select the   icon adjacent to each group to see this option.
  • Context menu: Right-click the group to see this option.
  1. Use one of the preceding options and select Edit.
     Alternately, select the group to view the Group's Details tab, then select Edit.
  2. Update the required details. For more information about the field description, see Table: Group Information section.
  3. Click Save.

Duplicating a group

To create a new group based on an existing group, on the:

  • Ribbon bar: Select a group to see this option on the ribbon bar.
  • Kebab menu: Select the   icon adjacent to each group to see this option.
  • Context menu: Right-click the group to see this option.
  1. Use one of the preceding options and select Duplicate. 

  2. Enter a Group Id and Name, then select Duplicate.
    You must provide a unique Group ID to create a copy.
    All members from the existing group are automatically included in the new group.

Viewing group details

This option is available on the:

  • Ribbon bar: Select a group to see this option on the ribbon bar.
  • Kebab menu: Select the   icon adjacent to each group to see this option.
  • Context menu: Right-click the group to see this option.
  • Clickable link: Select the name of the group to navigate to the group's Details page.

Use one of the preceding options to view the following group details:

  • Group ID
  • Group Name
  • Group Number
  • Status
  • External Group
  • OS Type / Account Type
  • Domain
  • Sync Id
  • Last Sync Date
  • Group Distinguished Name

Assigning users and groups

Users and groups must be assigned to iManage Work items. Items include workspaces, containers, and documents. To assign a user or group, use an iManage Work client, and not the iManage Control Center. Any user with sufficient access permission for the item can make this assignment.

To assign a user or group:

  1. Within an iManage Work client, navigate to the item, and select Show Details. This displays the properties tab.
  2. Select View Security Details in Default Security. This displays the Security details tab.
  3. Select Properties.
  4. Select Add Users/Groups.
  5. Select the users and groups from among the available choices. Multiple selections can be made.
  6. For each user or group, assign an access permission from the security drop-down next to the user or group name.
  7. When complete, select Confirm to save the changes to the users and groups.

To remove a user or group:

  1. Within an iManage Work client, navigate to the item, and select Show Details. This displays the properties tab.
  2. Select View Security Details in Default Security. This displays the Security details tab.
  3. Select Properties.
  4. Select Add Users/Groups.
  5. Select the users and groups from among the available choices. Multiple selections can be made.
  6. For each user or group, select Remove from their access permission of the security drop-down next to the user or group name.
  7. When complete, select Confirm to save the changes to the users and groups.