1

Set up departmental security (Collections)*

Define collections based on practice area, and configure self-maintaining rules to add users automatically.

Collections

2

Apply other security policies

Apply security policies to assets in SPM.

Updating security policy section for the relevant asset type.

Refer also to User claims in iManage SPM.

3

Set user acknowledgement of security obligations

Add a memo with security instructions for the staff members of the asset, optionally withhold access until the memo is acknowledged, and configure reminders of these instructions.

<Asset> Security Memo subsection in the Updating security policy section for the relevant asset type

4

Set up security reviews

Schedule reminders to review asset security—for example, to fulfill a client's requirements.

Updating general details section for the relevant asset type

5

Manage conflicted users

Exclude conflicted users from relevant assets.

Updating conflicted users section for the relevant asset type

6

Manage team separation

Manage staffing separation across assets on multiple sides—for example, to separate teams working on opposing sides of a case, or teams working for customers that have specified exclusivity of staffing.

Managing opposing team sets

7

Assign further roles

Assign global roles, including for administrators and help desk operators.

For users that you want to have non-administrative access to iManage SPM—for example, to request access to matters—you can assign the User role.

Users and roles subsection in Getting Started with iManage Security Policy Manager