The iManage Work for Admins connector supports automation of iManage Administrator features previously performed in iManage Control Center—for example, updating metadata fields, adding users, and so on.
After configuration, appropriately permissioned users can perform the following actions within a Power Automate flow:
Action | Description |
|---|---|
Add folder | Adds a new folder under a workspace or folder. Requires user to be an NRTAdmin or have Tier 2 Admin access. |
Add shortcuts to user's My Matters | Adds workspace shortcuts to a user's My Matters. If a Category ID is specified, shortcuts are placed under that category. Requires user to be an NRTAdmin. |
Add tab | Adds a new tab under a workspace. Requires user to be an NRTAdmin or have Tier 2 Admin access. |
Create user | Creates a user and assigns the user to the preferred library. Requires user to be an NRTAdmin or have Tier 2 Admin access. |
Assign user to library | Assigns an existing user to a library. Requires user to be an NRTAdmin or have Tier 2 Admin access. |
Get library roles | Gets the list of user roles for a library. Available to any authenticated/active user. |
Create alias for custom or property lookup | Creates a new custom property alias and description for custom1 through custom12, custom29, and custom30. If an alias with the same name already exists, the action fails and an error is provided. Requires user to be an NRTAdmin or have Tier 2 Admin access. |
Get lookup aliases | Search aliases for custom1 through custom12, custom29, and custom30. Requires user to be an NRTAdmin or have Tier 2 Admin access. |
Get My Matters categories | Gets categories created in My Matters. Administrators can specify a user ID to get My Matters categories for that user. Requires user to be an NRTAdmin. |
Update custom field | Updates a custom field description or enabled state for custom1 through custom12, custom29, and custom30. Requires user to be an NRTAdmin. |
TIP: For more information about each of these actions, visit iManage Work for Admins - Connectors | Microsoft Learn.
Get started with the iManage Work for Admins connector
Prerequisites
The iManage Work for Admins connector is available for customers subscribed to iManage Work at cloudimanage.com.
To activate the iManage Work for Admins connector, an iManage administrator assigned to a Global Management role which has the App Management privilege must complete the following steps; for more information, refer to Global privilege descriptions:
In iManage Control Center, browse to Settings > Applications.
Select +Add Application. The Add Application dialog opens, and displays the list of applications available for you to add.
Search for Power Automate.
Select the iManage Work Admin for Power Automate application, then select Authentication.
Select Allow Refresh Tokens, then select Access.
Select Review to review the options you selected.
Select Finish.
The iManage Work for Admins Power Automate application is now available for use by Power Automate users who are also iManage Work users. These users can authenticate through Power Automate and run flows and actions respecting their own iManage Work permissions.
NOTE:
The iManage Work connector and the iManage Work for Admins connector must be activated separately.
How to get credentials
If you’re an existing iManage Work user, provide your iManage Work credentials to sign in. Otherwise, contact your System Administrator for assistance.
Build your flow
Perform the following steps to get started with the iManage Work for Admins connector:
Go to make.powerautomate.com and select +Create.
Create an Instant cloud flow and select + New step.
Search for iManage Work for Admins to see all the available iManage Work Admin actions.
Select the desired iManage Work Admin action.
If you’re not already signed in to iManage Work, you're prompted to sign in.
Select Sign in.
Enter the URL you use to connect to iManage Work, for example cloudimanage.com.
Enter your iManage Work email address.
Enter the password for the chosen account and select Sign in.
All workflows that use iManage Work actions connect using these user credentials. A different iManage user account can be used by adding a new connection under My Connections and switching to it.