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 box appears with the Add option preselected.
To update the default security of the selected items, select one of the following options from the Default Security drop-down:
- Public: All users will be able to view the item and edit the content.
- View: All users will be able to view the item, but won't be able to edit the content.
- Private: Only the author will be able to view and edit the content, unless other users are given specific permissions.
To add a user or group, in the search box, type the user(s) or group(s) name to look-up and add.

Figure: Adding users or groups

NOTE: Adding user(s) or group(s) having prior access to any of the document(s), updates their existing access level to
the new access level.
After adding the required user(s) or groups(s), define their access level using the access level
drop-down.

Figure: Defining access level
Select Next.
Figure: Exceptions and Settings in the Edit user/group permissions dialog

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 box.

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 box.

Options available under Exceptions and Settings

Security Tier	Options	Action
Private Items	Skip items "Private" only to me	Selecting this option does not 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 does not 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 does not 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 and its outcome on an individual item, based on the current security/state of the item is as explained below:

Status	Reason	Description
Succeeded	Security changes requested	All security changes requested were successful for the document.
Skipped	Nothing to update	Security changes requested already being present in the document.
	No record found	The document does not exist or you do not 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 do not 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 is not selected under Exceptions and Settings.
	Due to private item settings	Private documents are skipped since Skip "Private" items under Exceptions and Settings was selected.
Failed	Exception	Failed to update security due to an exception.