A user is the basic entity for accessing iManage. For more information, refer to User Management.

Creating users

Users for an iManage Work system are created in one of the following ways: Migration, directory service, and manually. For more information about these options, refer to User Management.

The following steps describe how to create a user manually using iManage Control Center.

1. Browse to Access > Users.

2. At the top of the page, select the Work library in which this user should be created, then select +Create User.

   The Create User dialog appears.
   Figure: Create User dialog
   
   

3. Enter information for this user as described in the following table, then select Create or Create user and send email. The user account is created.
   
   

Table: User account information

Searching for users

Use the search field to search for a user by the user's name, ID, or email.

Select the Filter option to filter users shown in the list based on information about the users, such as Sign in Status, Location, Preferred Library, IP Restriction, and so on.

Figure: Search and Filter options

Deleting users

Users imported or created from a directory service, such as Windows Active Directory, are managed by the company's network system administrators. Changes are automatically synchronized, or saved, to iManage Work.

iManage Work system administrators can't delete virtual users. The preferred method is to set the user's account's Sign in Status to Disabled. For more information, refer to Enabling or disabling users.

Changing user passwords

1. In iManage Control Center, browse to Access > Users.
2. Select one of the following options:
   1. Select a user in the list, then select Reset Password on the ribbon bar.
   2. Select the icon next to a user, then select Reset Password.

   3. Right-click on a user, then select Reset Password.

      The Reset Password dialog appears.

      Enter the following information:
      
      Table: Reset Password options

      Field	Description
      Password	Specify the new password for this user. Minimum length: 12 Maximum length: 64 Spaces allowed: No Unicode allowed: Yes Special characters allowed: Yes
      Must change password at the next login	Specify if the user must change their password at their next sign-in. If enabled, the user must change their password the next time they sign in. If disabled, the user isn't required to change their password the next time they sign in.
      Password Expires	Specify if the password expires. The password expiration period is an iManage Work system setting. If enabled, the user's password expires. If disabled, the user's password never expires.

3. Select Reset to save the new password and password settings.

Enabling or disabling users

Enabling or disabling sign-in for a user allows or restricts, respectively, access to that specific iManage Work library.  The user's content and activity within the library is preserved; however, the user will no longer be able to access the library once disabled.

If a user has been disabled, they can be enabled to regain access at any time.

1. Browse to Access > Users.
2. From the drop-down list at the top of the screen, select the appropriate library where this user is to be enabled or disabled.
3. Select one of the following options:
   1. Select a user in the list, then select Disable Sign in or Enable Sign in on the ribbon bar.
   2. Select the icon next to a user, then select Disable Sign in or Enable Sign in.
   3. Right-click on a user, then select Disable Sign in or Enable Sign in.
4. If you are disabling sign-in, select Disable Sign In again to confirm the operation.

Adding users to a group

You can also add users to a group from the Groups page. For more information, refer to Groups.

1. Browse to Access > Users.
2. From the drop-down menu at the top of the screen, select the appropriate library where this user is to be enabled or disabled.
3. Perform one of the following actions:
   1. Select one or more users in the list, then select Add To Groups on the ribbon bar.
   2. Select the icon next to a user, then select Add To Groups.
   3. Right-click on a user, then select Add To Groups.
4. Select groups from the groups list or look for groups using the search field and select Add.

Editing user profiles

1. Browse to Access > Users.
2. From the drop-down list at the top of the screen, select the appropriate library where this user is to be edited.
3. Select one of the following options:
   1. Select a user in the list, then select Edit Profile on the ribbon bar.
   2. Select the icon next to a user, then select Edit Profile.
   3. Right-click on a user, then select Edit Profile.
4. Modify any of the available fields, then select Save. The updates are saved.
   
   

Editing user security

1. Browse to Access > Users.
2. From the drop-down list at the top of the screen, select the appropriate library where this user is to be enabled or disabled.
3. Select one of the following options:
   1. Select a user in the list, then select Edit Security on the ribbon bar.
   2. Select the icon next to a user, then select Edit Security.
   3. Right-click on a user, then select Edit Security.
4. Modify any of the following fields, then select Save.

Table: Edit security options

Editing user platform details

1. Browse to Access > Users.

2. From the drop-down list at the top of the screen, select the appropriate library where this user is to be enabled or disabled.

3. Select one of the following options:
   1. Select a user in the list, then select Edit Platform Details on the ribbon bar.
   2. Select the icon next to a user, then select Edit Platform Details.
   3. Right-click on a user, then select Edit Platform Details.

4. Modify any of the following fields, then select Save.

Table: Edit Platform Details options

• Select Save.

Viewing user details

1. Browse to Access > Users.
2. To view a user's:
   1. Global settings, select Global Management at the top of the Users page.
   2. Library-level settings, select Library-level Management at the top of the Users page.
      1. From the drop-down list at the top of the screen, select the appropriate library where this user is to be viewed.
3. Perform one of the following actions:
   1. Select a user in the list, then select View on the ribbon bar.
   2. Select the icon next to a user, then select View.
   3. Right-click on a user, then select View.

The  <Username>  page appears and displays the following tabs:

• Details: Lists the details about a user.

  NOTE: Select Edit to modify details in each section on the dialog.

• Groups: Lists the groups associated with a user.

Creating an NRTADMIN User

NRTADMIN access is granted by adding the user to the NRTADMIN group within an iManage Work library. An NRTADMIN user automatically has full privileges within the library, and supersedes all other privileges.

Only an NRTADMIN user can add other users to the NRTADMIN group. To create an NRTADMIN user (add a user to the NRTADMIN group):

1. Browse to Access > Users.
2. From the drop-down list at the top of the screen, select the appropriate library where this user is to be enabled or disabled.
3. Perform one of the following actions:
   1. Select a user in the list, then select Add to Groups on the ribbon bar.
   2. Select the icon next to a user, then select Add to Groups.
   3. Right-click on a user, then select Add to Groups.
4. Select NRTADMIN, and then select Add. The user is added to the NRTADMIN group.
   

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 privileges for the item can make this assignment.

To assign a user or group:

1. Within an iManage Work client, browse to the item, and select Properties. The properties tab appears.
   
2. Select  View Security Details . The Security Details tab appears.
3. Select Add Users/Groups.
4. Select the users and groups from among the available choices. Multiple selections can be made.
5. For each user or group, assign an access privilege level from the security drop-down list next to the user or group name.
6. Select Confirm to save the changes to the users and groups.

To remove a user or group:

1. Within an iManage Work client, browse to the item, and select Properties. The properties tab appears.
2. Select  View Security Details . The Security Details tab appears.
3. Select Add Users/Groups.
4. Select the users and groups from among the available choices. Multiple selections can be made.
5. For each user or group, select Remove from their access privilege level of the security drop-down list next to the user or group name.
6. Select Confirm to save the changes to the users and groups.

Email notifications

iManage sends emails to the signed-in user to notify them of specific actions they need to take.

Forgot password

When a user enters their email address, but can't remember their password, they can select the Forgot password? link on the sign-in page.  No action is required by an administrator.

Figure: Forgot password

The user receives an email, as in the following example, which includes a link to change their password. The link remains active for 3 hours.

Figure: Forgot password—Change your password

Users receive an email notification ‌each time they select Forgot password?.

Only the link in the most recent email notification is active, and the user receives a message if they attempt to access a deactivated link:
Your password change link has expired or has already been used.

New account

When an administrator creates a new user in iManage Control Center, the administrator can choose to send an email. This welcome email includes instructions to the user to access the link provided in the email to create their password. The link remains active for 7 days.

For more information, refer to Creating users.

Figure: New account – Create your password

Password changes

An administrator can trigger an email to be sent to the user requiring them to change their password. For more information, refer to Changing user passwords.

The user receives the following email, which includes a link to change their password. The link remains active for 3 hours. 

Figure: Administrator initiated—Change your password

Account locked

If a user makes three unsuccessful sign-in attempts, their account is locked, and they can’t make further attempts. They must contact their system administrator to unlock it.