iManage Security Policy Manager Administration Guide

Select Clients.
The Clients dashboard with the list of clients appears.
On the Clients dashboard, in the row of the client you want to update, select > Client Details.
Alternatively,
On the Clients dashboard, select anywhere on the row of the client you want to update. The Matters page appears. Then, select the Client Details tab.
The Client Details - Overview page appears.

Select the required tab to perform the corresponding tasks. The table below describes the functionality for each tab.

Tab	Functionality
General Details	Update the general details, administrators and administrator types for the client, and the scheduled review for the client.
Security	Update the client's security policy, access request settings, excluded systems, memo, and Viewing and managing Client Holds.
Staffing	Update the users in the client team, support staff list and responsible attorney .
Notifications	Update the notification settings for the client.
Conflicted Users	If you have the Conflicts Officer or Conflicts Administrator role, update the list of users with conflicts with the current client.
Opposing Team Sets	If you have the Conflicts Officer or Conflicts Administrator role, update the list of clients working on opposing matters of the current client.

NOTE:

Alternatively, in the Client Details - Overview page, select the required button to navigate to the corresponding tab to make the necessary updates. See Viewing Client Details.