To add an application for use by iManage Work users:

  1. Sign in to iManage Control Center.

NOTE: To perform operations on the Applications page, the user signed in to iManage Control Center must be assigned to a Global Management role which has the App Management privilege. For more information, refer to Global privilege descriptions.

  1. In Settings > Applications, select +Add Application. The Add Application dialog opens, and displays the list of applications that are available for you to add. Alternatively, search for an application using the Search for Application field at the top of the dialog.

NOTES:

  • The applications available have been authorized by iManage to integrate with iManage Work.

  • If you're an iManage Technology Partner interested in registering your application so that it’s displayed in the list of available applications, review the information in the Tech Partner Journey on iManage Help Center (valid account required). If you have issues accessing the Tech Partner Journey, or have other questions about the application registration process, send an email to techpartners@imanage.com. The sender's email address must be associated with a valid iManage Help Center account.

    If you are not an iManage Technology Partner and need an application registered, complete the iManage OAuth application request form. You'll be asked to provide the required customer tenant information and OAuth application details. After your request is processed, you'll receive a Client ID and Secret.

Add Application dialog.png

  1. Select the application to add, then select Authentication to configure the OAuth settings for single sign-on.

Table: Add Application - Authentication fields

Field

Description

Allow Refresh Token

When set to Yes, allows the application to obtain a new access token when the existing access token expires, without prompting the user for authentication.
Default: No

Refresh Token Expiry

Duration in days for which a refresh token remains valid.
NOTE: To configure this field, you must enable the Allow Refresh Token option.

Default: 365 days

Access Token Expiry

Duration of inactivity allowed in minutes before invalidating an access token of a user.

Default: 30 minutes.

  1. Select Access to configure which users can use this application. This is helpful when you have a pilot set of users who are testing a new functionality or if you have an application that is specifically meant for a certain user. For example, an application for tracking patent deadlines that only an IP set of users uses.

    Select one of the following application access options:

  • All users: Select this option to provide access to all the available users.

  • Custom: Search and add the specific users to provide access.

NOTE: When Custom is selected, members of the NRTADMIN group automatically have access to the application, even if the individual user isn't explicitly added.

  1. If available, select Settings to configure any properties for the application. Follow the on-screen instructions.

  2. Select Review to review your changes.

  3. Select Finish.