iManage Security Policy Manager enables you to view various asset-specific lists and reports for users and assets:

• List of Allowed Users and List of Excluded Users
• Report of Users with Access by Date and Report of Users with Access by Date Range
• Detailed Report
• Advanced Report

List of Allowed Users and List of Excluded Users

To view the list of Allowed Users and Excluded Users:

You can view the list of Allowed Users and Excluded Users.

1. For Allowed Users, in the Clients dashboard, 
   1. Select anywhere on a client group row to navigate to the Matters tab for that client group. Select the Reports tab. The Allowed Users tab appears, by default.
      Alternatively, 

   2. In the row of the client group, select

      
       > Reports.
      You can view the list of all users who have access to the client group. 

      NOTE:

      Users are listed only for the client groups that are 'Restricted'. For client groups with 'Open' security policy, a general text "All users have access unless they are excluded." is displayed. To view the list of excluded users, click View Excluded Users.

      NOTE:

      In case of matters that are Restricted but can have users over and above the client group staffing (that is, when client group security is Restricted and "The staffing of Matters that are changed to Restricted is limited to users named under Client Group staffing" is set to false), the Allowed Users page, under the client group, also displays the names of those users. Such users are allowed conditional access to the client group only to enable them to access the matter. They are not added to the client group staffing. This means that other matters under the client group, if restricted by client group, do not have these users as part of the matter staffing. Such users are notified with the following icon (

      

      ) on the interface.

      If acknowledgement is required for the client group, and the user has not yet acknowledged the security memo, the user is represented with the following icon:

      

      You may send a reminder notification to the user who is yet to acknowledge the security memo. From the Allowed Users tab, in the user row, click 

      

       > Remind User.

      If acknowledgement verification is required, and the user is not yet verified, the following icon is displayed beside the user:

      

      . To verify users, you can do so as described in the Updating Staffing section of Updating Client Group Staffing.

      Users who are assigned the 'Floating user' role are represented with the following icon:

      

      Users who are assistants to timekeepers are represented with the following icon:

      

2. For Excluded Users, in the Clients dashboard, 
   1. Select anywhere on a client group row to navigate to the client group page.
   2. Select the Reports tab. The Allowed Users tab appears.
   3. Select Excluded Users.
      Alternatively,

   4. In the row of the client group, select

      
       > Reports. The Allowed Users tab opens by default.

   5. Select Excluded Users. You can view the list of all users who are either in conflict with the client group or are a member of an opposing team set and are excluded from it. Such users do not have access to the underlying matters.  Reasons for exclusion includes "... Conflicted User", "Active User on Opposing ...",  and "Historical User on Opposing ...". If the user is excluded for being member on an opposing asset, the asset details are displayed under the reason. 
   6. For specific details on all of the exclusions pertaining to that asset for a user, select
      
       > View Details. The Exclusion Details dialog appears. Select any of the items shown to navigate to that item.

Report of Users with Access by Date and Report of Users with Access by Date Range

The users having access to a client group may vary over a period. You may want to view the list of users who had access to or were denied access to the client groups or matters that are restricted by client group, during a specified period. The Other Reports tab under Reports enables you to view such users. The Other Reports tab under Reports enables you to view such users.

1. In the Clients dashboard, 
   • Click anywhere on a client group row to navigate to the Client Group page. Click the Reports tab.
     Alternatively, 
   • In the row of the client group, click 
     
      > Reports.
     The Allowed Users tab appears, by default.
2. Click Other Reports drop-down menu.
3. Click on the required report template. 
   1. Users with Access by Date - You can generate a report for a specific date. The report displays the list of all the users who had access to the client group or were denied access on that date/time.
   2. Users with Access by Date Range - You can generate a report within a specific date range. The report displays the list of all the users who had access to the client group at any time during the specified date range or were denied access for the entire date range.

4. Click Generate Report. The list of users who have had access to or were denied access from the client group (or assets linked to the security of the client group) are displayed on the page. You may export this data. 

   NOTE:

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

5. After you generate a report, you can download the report in either the .pdf or .xlsx format. Click Download as PDF or Download as Excel, respectively. For "Who had access" reports, when the date rage specified is longer than the time that SPM has had knowledge of the asset, the report states the date that SPM first had knowledge of the asset. 

TIP:

If the data set of the report is large, the progress of report generation for these type of reports can be viewed in My Activities by selecting

on the top banner.

Detailed Report 

A Detailed Report is available which contains all information relevant to a given asset (client, matter, client group or case) including asset ID, security policy, administrator, review details and review date, staffing list (including historical and candidate users), and opposing team sets with opposing team set side details.

1. In the Clients dashboard, 
   • Click anywhere on a client group row to navigate to the Client Group page. Click the Reports tab.
     Alternatively, 
   • In the row of the client group, click 
     
      > Reports.
     The Allowed Users tab displays, by default.
2. Click Other Reports drop-down menu.
3. Click on the required report template:
   
   1. Download Detailed Report as PDF.
   2. Download Detailed Report as Excel.

The report is generated and downloaded in the requested format.

Advanced Report 

The Advanced Report is a highly customizable report which can be scoped for the current client group, or for the client group and its matters. This enables you to, for example, list all matters with a policy, for a given client group.

Comprehensive details of asset security policy and staffing are available in the report, including excluded systems, self-maintaining rules, excluded users, opposing team set information, and more.

The Advanced Report can be downloaded as PDF or Excel file, and a ZIP option is available for both types of file. To access the Advanced Report:

1. In the Clients dashboard, select anywhere on a client group row to navigate to the Client Group page. 
   • Select the Reports tab.
     Alternatively, 
   • In the row of the client group, select
     
      > Reports.
   The Allowed Users tab displays, by default.
2. Select Other Reports.
3. From the drop-down menu, select Advanced Report Download.
4. In Scope, select whether the report is for:
   
   1. Current Client Group
      or
   2. Current Client Group and Matters.

5. Customize the report content by selecting or deselecting checkboxes as required.

   You can also Select All or Deselect All.
6. After you have specified the report content, select the Format of the Report:
   1. PDF
      or
   2. Excel

7. You also have the option to download the selected file format as a ZIP. To do so, select Export Zip.

   NOTE:

   If you have not selected Export Zip, but the report generated is so large as to be truncated in the selected file format, you will be prompted to export as ZIP to ensure no loss of report content.