Configuration > Settings provides access to the system-wide configuration options used to define application behavior, data ingestion, notifications, and system operations in iManage Threat Manager.

Settings are organized into categories. Each category’s parameters can be configured independently to support system setup, monitoring, and management. Complete the relevant categories to configure iManage Threat Manager for your environment, and return to this section whenever you need to adjust ongoing operational settings.

In this section:

Task: Access settings

Select Configuration > Settings from the iManage Threat Manager Home Page or navigation bar. The Settings page opens.

Access to Configuration > Settings is role-based. For details, refer to Configuration access and permissions.

Completing initial configuration

Provide the required details in the relevant Settings categories to complete the initial configuration of iManage Threat Manager.

After the required configuration steps are completed:

  • The system begins data ingestion.

  • Processing time varies depending on the volume of data.

  • Logs are continuously updated, with the newest entries displayed at the top.

For more information, refer to Settings > Logs.

To configure the iManage Work Server, go to Settings > System > iManage Work Server configuration.

Configuration access and permissions

Access to the Configuration section is controlled by user role and system configuration state.

Access by role

  • Configuration Manager: Full access to all configuration settings.

  • Local Admin Account (before Work Server configuration): Full access to all configuration settings.

  • Rule Editor: Limited access to the Exclusions tab only.

Post-Work Server configuration restrictions

After the iManage Work Server is configured, the Local Admin Account continues to have access to the Configuration section, but cannot access or modify the following:

  • General tab

    • Default Date Range

    • Score Settings

  • Exclusions tab

    • Import Global Exclusions List

    • Export Global Exclusions List

Purpose of restrictions

These restrictions ensure that after initial setup and configuration, the Local Admin Account does not have access to privileged configuration settings in the iManage Threat Manager application.

Settings categories

Select a category to view and configure its parameters:

  • General: Configure system-wide parameters such as default time zone, default date ranges, risk score mapping, robot settings, and analytics tracking.

  • Email Templates: Configure and customize the format and content of notification emails sent by iManage Threat Manager.

  • Exclusions: Manage the Global Exclusions List and exclude users or accounts from ingestion and analysis. 

  • Activity Sets: Create and manage grouped sets of activities used for monitoring, detection, and reporting.

  • (On-premises) Language Packs: Customize application terminology and localization settings using editable language packs.

  • System: Configure system-level functionality, including data ingestion, library management, notifications, maintenance mode, and Work Server integration.

  • Logs: View and download system logs used for monitoring activity and troubleshooting issues. 

  • Status: Monitor system health, ingestion status, and task activity, and retry failed operations. 

  • Robot Training Inputs: Configure and manage data robot training inputs.