iManage Work Help

Select the required single or multiple items.
From the right-click context menu or toolbar menu, select Edit user/group permissions. The Edit user/group permissions dialog appears.
To update the default security of the selected items, select one of the following options from the Default Security drop-down list:
- Public: All users can view the item and edit the content.
- View: All users can view the item, but won't be able to edit the content.
- Private: Only the author can view and edit the content, unless other users are given specific permissions.
To replace a user or group with another user or group, select Replace from the drop-down list list available next to the search box.

Figure: Replacing users or groups
In the search box, type the user(s) or group(s) name to look it up and replace.
After selecting the required user(s) or groups(s), select the user or group from the With drop-down list with whom you wish to replace the user or group selected in the previous step.
Select Next. The exceptions and settings available are explained here.
Select Apply. The status of all Edit user/group permissions actions can be seen in the Notifications panel accessible through the bell icon. Selecting the number of items in a completed job within the Notifications panel opens the Report: Edit user/group permissions dialog.

To download a report containing details of each item updated as part of the Edit user/group permissions operation in a .csv format, select Download Report. Permission changes requested as part of the Edit user/group permissions operation are also listed in the beginning of the report. You can also view the Properties of items updated by selecting the document number in the Report: Edit user/group permissions dialog.

Table: Options available under Exceptions and Settings

Security tier	Options	Action
Private items	Skip items "Private" only to me	Selecting this option doesn't update the security of items whose default security is Private and only you as an Author or Operator of the items can access.
Private items	Skip "Private" items with shared access	Selecting this option doesn't update the security of items whose default security is Private, but is also visible to specific users/groups who are in the security list.
Document versions	Change all versions	Selecting this option updates the security of all versions of the documents to which you have Full Access rights.
Document versions	Change only selected version	Selecting this option updates the security of only the selected/specific version of the documents.
Multi-location files	Skip	Selecting this option doesn't update the security of documents referenced in multiple locations.
Multi-location files	Change Security	Selecting this option updates the security of documents referenced in multiple locations.

When performing a bulk update action, its outcome on an individual item based on the current security/state of the item is as explained below:

Table: Outcome of bulk update action

Status	Reason	Description
Succeeded	Security changes requested	All security changes requested were successful for the document.
Skipped	Nothing to update	Security changes requested are already ‌present in the document.
	No record found	The document doesn't exist or you don't have sufficient access to it The document number is highlighted in red.
	In use by other users	The document is in use by another user.
	Insufficient permissions	You don't have permissions to change the security (Full access required).
	Due to multiple locations settings	Documents referenced in multiple folders are skipped since Multi-location files isn't selected under Exceptions and Settings.
	Due to private item settings	Private documents are skipped since Skip "Private" items was selected under under Exceptions and Settings.
Failed	Exception	Didn't update security due to an exception.