Add a group and add users to a group

As a User and Group Administrator, you can create and edit user groups, and add / update users to the groups. You can assign roles to the groups that are applicable to all the users belonging to that group. You can assign more than one role to a group.

  1. Click Users / Roles in the left navigation pane.
    The Users page with the list of users / groups appears.
  2. Click Add Group. 
    The Add group dialog box appears. 
  3. Enter a name for the group in the Group Name field. 

  4. Select the check boxes next to the users to add those users to the group. The list of all the users present in the system is populated.

    NOTE:

    You have the option to filter the displayed user list based on name, job title, and/or practice area.

  5. Click Add. The group is added to iManage Security Policy Manager and you can view it in the user dashboard.

NOTE:

You can edit the details of the group you have added through the iManage Security Policy Manager Administration console. You cannot edit the groups imported from your organisation's systems. You can identify the editable groups by the pen icon next to the <group name>.

Remove users from a group

To delete users from the group:

  • select the check boxes next the users you want to remove from the group. Then click Remove Selected. The user is removed from the group.
    Alternatively    ,
  • Select in the row of the user and select Remove that user from the group. The user is removed from the group.