In Configuration > Roles, selecting a user from the Users/Groups tab opens its User Details page. This page shows the user’s basic information (sourced from iManage Work), the groups they belong to, and the roles assigned to them. Use it to review the user’s access, see which groups they’re in, or assign additional roles directly from this page.
In this section:
Page layout
At the top of the User Details page:
User name is displayed
An account status icon is displayed: blue icon = user is active; gray icon = user is disabled
The account status is retrieved from iManage Work
To return to the main Roles dashboard:
Select the back arrow beside the user icon, or
Select the Roles button at the top of the page
Details tab
The Details tab displays basic information about the user. All fields are read-only and retrieved from iManage Work; they cannot be modified in iManage Threat Manager.
Fields displayed
Full Name
User Name
Is External
Account Status (blue icon = active; gray icon = disabled)
Email Address
Location
Additional properties
Depending on what metadata has been imported from iManage Work, additional properties may be displayed, such as:
Manager
Department
Practice Area
Additional Locations
Telephone
Job Title
For more information about importing extended user properties, refer to Using the User Metadata Importer.
Groups tab
The Groups tab lists all groups that the user belongs to.
Page layout and features
The Groups tab contains a table that displays:
Group name
Account status (blue icon = active group; gray icon = disabled group)
Sorting
The list is sorted by Name in ascending order by default
To change the sort order, select the column header
Column visibility
To hide 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 cannot be hidden
Filtering
Use the search bar to filter by group name or ID
Select Filter to filter by account status (All, Enabled, Disabled)
Task: View group members
To see which users are members of a group:
Go to Configuration > Roles, select the Users/Groups tab, and select a user to open the User Details page.
Select the Groups tab.
Select View Members beside the group name. 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: Open a group's details page
To view all information about a group, including its members and assigned roles:
Go to Configuration > Roles, select the Users/Groups tab, and select a user to open the User Details page.
Select the Groups tab.
Select the group name. The Group Details page opens. The Group Details page displays for the selected group.
Roles tab
The Roles tab lists all roles assigned to the user. This includes both roles assigned directly to the user and roles inherited through group membership.
Page layout and features
The Roles tab contains a table that displays:
Role name
Role description
Sorting
The list is sorted by Name in ascending order by default
To sort by Name or Description, select the column header
Select the same column header again to toggle between ascending and descending order
An arrow next to the column header indicates the sort direction: up arrow = ascending; down arrow = descending
Filtering
Use the search bar to filter by role name
Column visibility
To hide the Description column, select the column settings icon
The Name column cannot be hidden
Columns currently being used to sort cannot be hidden
Role assignment types
Direct assignment: Role is assigned directly to the user
Inherited from group: Role is inherited through group membership. This is labeled "Inherited role from group" in the list
Both direct and inherited: If the user has both a direct assignment and an inherited assignment for the same role, it displays as a direct assignment
After removing direct assignment: If a role was assigned both directly and through a group, and you remove the direct assignment, the role reverts to showing as "Inherited role from group"
Task: Add roles to a user
Assign one or more roles to a user to grant access to application features. Once roles are assigned, the user immediately has access to the features associated with those roles, and the roles appear on the user's Roles tab.
Go to Configuration > Roles. The Users/Groups tab displays by default.
Use the search bar to locate and select the user.
Select + Add Role. The Add Roles dialog opens, showing roles that can be assigned.
Select the roles to assign:
Select a row to highlight it
Select the row again to deselect it
Select the checkbox beside Name to select all roles
Select Deselect (appears after at least one selection is made) to clear all selections
Select OK to assign the selected roles, or Cancel to discard changes. To close the dialog without saving, select the X.
The selected roles are assigned to the user. The roles now appear on the user's Roles tab in the User Details page.
IMPORTANT:
Roles already assigned directly to the user do not appear in the list of available roles
A user can have multiple roles
You can assign additional roles to yourself using the same procedure