Permanent insiders are users who have access to inside information in an organization as a result of their role.
In this tab, you can add permanent insiders who will then be listed in insider reports for all matters. By using this feature, you do not need to add such users, as insiders to individual matters.
To add a permanent insider.
- Navigate to settings by selecting <User name> > Settings. The Settings page appears. The default tab displayed is the General Settings tab.
- Select Permanent insiders.
- Enter the values in the following fields:
- Full Name: Enter the name of the individual you want to add as an insider. The individual need not be on the user list of iManage Security Policy Manager. This is a mandatory field.
Unique Identifier: This is a mandatory field. The default unique identifier defined in the system is email address. If you are adding an SPM system user to the insider list, then their email address is used for the unique address field.
Included Date: This is a mandatory field. This is the date on which the individual obtained access to insider information, for example when joining your organization or when changing to a new role.
Function and Reason for being Insider: This is the reason for which the user is being added to the insider list.
Select OK. The individual is added as an insider in iManage Security Policy Manager.
