In Configuration > Roles, the Users/Groups tab displays all users and groups that have been imported from iManage Work. It is the default view when you navigate to Configuration > Roles. Use it to look up a user’s or group’s details, see who belongs to a group, or narrow the list to find specific users or groups.
In this section:
Page layout and features
The Users/Groups tab contains a table that displays users and groups with the following information:
For each user: User name, user ID, email address, and account status
For each group: Group name, group ID, and account status
Account status is indicated by icon color: blue = active user or group; gray = disabled user or group
Sorting
The list is sorted by Name in ascending order by default
To change the sort order, select the Name or Account Status column header
Select the same column header again to toggle between ascending and descending order
Column visibility
To hide or show the Account Status column, select the column settings icon at the top right of the table
The Name column is always displayed and cannot be hidden
Columns currently being used to sort the table cannot be hidden
Filtering
Use the search bar to filter by user name or ID, or group name or ID
To open the filter menu, select Filter. The filter menu can be pinned to the left of the screen by selecting the pin icon
Available filters:
Type
Account Status
Locations
Additional Locations*
Department*
Practice Area*
* These filters are available only if the corresponding metadata fields have been imported into Threat Manager. For more information, refer to Using the User Metadata Importer.
The default value for all filters is All.
Task: View a user’s details
Access a user’s information, groups, and assigned roles.
Go to Configuration > Roles. The Users/Groups tab is displayed by default.
Use the search bar or Filter menu to locate the user.
Select the user name. The User Details page opens and displays the selected user’s information.
Task: View a group's members without opening the group details page
Quickly see who is a member of a group.
Go to Configuration > Roles. The Users/Groups tab is displayed by default.
Use the search bar or Filter menu to locate the group.
Select View Members beside the group ID. A scrollable tooltip displays all group members.
To view a specific member's details, select the member's name in the tooltip. The User Details page opens for that user.
Task: Filter users or groups
Narrow the list to find specific users or groups.
Go to Configuration > Roles. The Users/Groups tab is displayed by default.
To filter by name or ID:
Use the search bar to enter the user or group name or ID
To filter by other attributes:
Select Filter. The filter menu opens.
Select the attribute you want to filter by (Type, Account Status, Locations, Department, etc.)
Select the value (All, enabled, disabled, etc.)
To pin the filter menu to the left side of the screen, select the pin icon
The table updates to show only users or groups matching your filter criteria.