As a User and Group Administrator or User and Group Manager (See Users and Roles), you can assign user roles to a user. You can assign more than one user role to a user. 

To know more about the roles defined in iManage Security Manager, see Users and Roles. 

  1. Click Users / Roles in the left navigation pane.
    The Users page with the list of users / groups appears. The user list comprises the entire staff of the firm.
  2. Click on the row of the user whose roles need to be updated.
    The <User name> - Details page appears.

  3. Click Roles tab.
    The Roles page appears. You can view the list of roles that the user is already assigned to.

    NOTE:

    You can filter the list of assigned roles by the role name.

  4. Click Add Role. 
    The Add Roles to <user name> dialog box appears.
  5. Select the relevant check boxes to add those roles to the user. 
  6. Click OK.
    The roles are added. 


NOTE:

You cannot remove roles inherited by the users from the groups they belong to. To remove such roles, you have to remove the roles from the user group. The role is removed from all the users belonging to that group.

To remove any role / roles, select the check box(es) next to the relevant roles and click Remove Selected Roles.

Alternatively, click the x icon in the row of the role you want to delete.

Adding users to the defined Over the Wall (OTW) user role

When adding users to the defined Over the Wall user role, administrators can set the access period to be unlimited or limited per user(s).

NOTE:

The OTW role in SPM is used to grant users unlimited or limited access to all assets, except those from which they are specifically excluded.

Providing limited access can be used, for example, to enable researchers to access required content for a pre-agreed period of time, unhindered by policy limitations. When the pre-agreed period of time has ended, SPM will automatically revoke the OTW role.

For groups that have been given the time limited access OTW role, any users in these groups will inherit the time limited access OTW role. 

To set the access period, select Unlimited Access Period which appears when a user is selected. The time period for the user can then be changed to Access Period is Unlimited or Access Period is Time Limited.

Administrators can change the default value by selecting the date field, followed by selecting a date and time. The default value for limited access is defined in Settings under Roles and Time Limited Role Access.

Added users with limited access periods will display a timer icon next to their name. On hovering over the timer icon, the time limit will display.

Administrators can change the access period from unlimited to limited, or change the current time period by selecting the user(s) and then Set Access Period.