If you are assigned the role of Conflicts Officer in iManage Security Policy Manager, you can add a group to the conflicted group of clients, matters, client groups and cases from the Users / Roles tab. When you add a group, all the users part of that group assume the conflict by virtue of being in that group. When a group is removed from the conflicted list, then the conflict is removed from all the users associated with the group. Additionally, a user in a group can have an exclusive conflict with an asset. In such a scenario, the user has a dual conflict. Even if the group is removed from conflict, the user continues to be in conflict because of this exclusivity. 

NOTE:

If you have Conflicts Administrator role for a given asset, you can modify the conflicted users for that asset. See Updating Conflicted Users section for client, matter, client group, or case respectively.

  1. Click Users / Roles in the left navigation pane.
    The Users page with the list of users / groups appears. 
  2. Click on the row of the group who you want to add as a conflicted group of an asset.
    The <Group name> - Members page appears.
  3. Click Conflicts tab.
    The Conflicts page appears. You can view the list of clients, matters, client groups and cases that the group is already in conflict with. 

  4. Click Add Conflict. The Add Conflict dialog box appears. The list of all the clients, client groups, and cases is populated.

    NOTE:

    You have the option to filter the displayed asset list based on security policy, asset type, and ID

    1. Select the check boxes next to the clients, client groups and cases or click the required rows to select the clients, client groups, and cases.
    2. Enter the reason for adding the group to the conflicted group list in the Reason field. This is not a mandatory field.
    3. Click OK. The group is added to the conflicted user list of these clients, client groups, and cases, and the matters under them.
  5. To add a group to the conflicted users list of only specific matters under a client, client group and case, do the following:
    1. In the Conflicts page, click Add Conflict. The Add Conflict dialog box appears. The list of all the clients, client groups, cases and matters is populated.

      • Click  View Matters next to a client, client group, or case, to view the list of all matters under that asset.

    2. Select the checkboxes next to, or rows of, the matters you want to select.
    3. Enter the reason for adding the group to the conflicted group list of the matter(s) in the Reason field. This is not a mandatory field.
    4. Click OK. The group is added to the conflicted group list of these matters.
  6. To remove a group from the conflicted groups list of a client, client group, case or a matter, click  in the row of the client, client group, case, or matter. Then, click Remove.
    Alternatively,
    Select the check box next to a group or click on the row of the user, then click Remove Selected Conflict(s)
  7. To update the reason for adding the group(s) as conflicting groups to an asset, click  on the row of the client, client group, case or matter. Then, click View / Edit Reason.
    Alternatively,
    Select the check box next to the asset or click on the rows of the asset. Then, click View / Edit Reason. The View / Edit Reason dialog box appears. Enter the reason, and then click Save.

NOTE:

You have the option to filter the displayed asset list based on asset type and ID.