iManage Security Policy Manager Administration Guide

On the Client Group Details page, click General Details tab.
The General details page appears.
Click in the General Details pane to update the basic client group information. If you don't have permission to modify these fields, they'll display as read-only.
NOTE:
Note that the Client Group ID field is only editable if the Allow users to specify ID setting is enabled.
NOTE:
Changing the Client Group ID causes a full rebuild of policy for the client group and its clients. This could give rise to a significant amount of additional processing, and policy sends, depending on the number of clients under the client group.
Enter the relevant changes, and then click Save to update the changes.
NOTE:
If the Work URL Templates setting is configured under Settings>General, the icon appears in the Notes field.
1. Select . The Add Work Link dialog box appears.
2. Select one of the options provided:
  1. Paste Work Link: Add an iManage Work document/folder URL that is different from the one configured on the Settings page. You can test the link by selecting Test Work Link.
  2. Select Document by ID and Version or Select Document ID: You can add the document ID (and version). For this option, the URL configured on the Settings page is considered.
  3. Select Folder ID: Add the folder ID. For this option, the URL configured on the Settings page is considered.
3. Enter the relevant details based on your selection.
4. Enter brief and relevant text that provides a context to the content in the link in the Link Text field and then select Add Link.
You can update the list of administrators for the client group. You can add users as well as user groups as the administrators, and specify the type. Your role defines which types of administrator you can add.
1. To add an administrator:
  1. Click Add in the Client Group Administrators pane. The Add Administrators dialog box appears.
    NOTE:
    You have the option to filter the displayed user list based on user, type, job title, and/or practice area.
  2. Click on the row of a user or select the check box next to a user. You can select more than one user at a time. Then, click OK to choose the user(s) to be the administrator(s) for the client group. This is NOT a mandatory field. A client group administrator can update client group level details as well as delete the client group.
    NOTE:
    You may choose to not assign any user as an administrator for the client group. Click on the row of the administrator or select the check box next to the administrator. Then, click Remove Selected. Alternatively, you can click x on the row of the client group administrator to remove them from the role. If you do not add any client group specific administrator for the client group, then any user with 'Client and matter administrator' role administers this client group.
    When an item is selected, a line displays above the lists stating "These users will be added as Administrator". Select Administrator to choose the administrator type.
    Choose from Administrator, Conflicts Administrator or Staffing Administrator, and then select OK.
2. To modify the type of an existing administrator (if your role permits):
  1. Select on the right of the row of the administrator that you wish to modify.
  2. Select Set Type.
  3. Choose from Administrator, Conflicts Administrator or Staffing Administrator, and then select Save.
You may choose to review the security policy set for the client group at periodic intervals. Click Frequency of Review drop-down list under Scheduled Review pane.
1. You can click any of the pre-defined periods or click Custom to enter a custom period, as applicable. The default review frequency is 'Never'.
2. Click Save. The Due Date for the review is displayed.
  NOTE:
  Some types of client group administrator can review can review the security policy set for the client group, make necessary changes, if required, and then click Complete Review.
  If notifications have been enabled, the appropriate client group administrator receives a notification after the scheduled due date is past. (If no such administrator has been specified, the notification is sent to global client and matter administrator or global client and matter managers(s).) The system sends out notifications daily, by default, till the review is complete. (The frequency of some review notifications can be adjusted if required. Refer to the iManage Security Policy Manager Installation Guide.)

NOTE:

As a Client and Matter Administrator or Client and Matter Manager, you can define custom properties for assets, under the Settings page. These custom property fields will appear either under the General Details page or the Security page of an asset, based on how you have defined them. See Custom Properties for more information on how to define custom properties.

Depending on how the individual properties have been configured and defined, you may be able to add/update the values in the custom property fields from the General Details page or the Security page of the asset. If a property has the tooltip Read-only or Secured by Client, this property is not editable (in current configuration).

To edit an editable property, click on the property value and, depending on the type or property (for example Date, Number), an appropriate editor will be available (for example text cursor, date picker).

If a custom property under the property set is configured to accept 'text' values, then the icon appears upon clicking the property field and entering any character. Click the icon to add the value, or click Save.
If you have configured an iManage Work link, in Settings > General Settings > Work Document and Folder Links, you can add a iManage Work link that you want to direct the user to, in place of adding text in the field.

Click . The Add Work Link dialog box appears.
Select one of the options provided:
1. Paste Work Link: You can add a different work document/folder url to the one configured in the Settings page. You can test the link by clicking Test Work Link.
2. Select Document by ID and Version: You can add the document Id and version. In this option, the URL configured in the Settings page is considered.
3. Select Folder ID: You can add the folder Id. In this option, the URL configured in the Settings page is considered.
Enter the relevant details based on your selection.
Enter brief and relevant text that provides a context to the content in the link in the Link Text field. and then click Add Link.
Click Save.