To manage an item's security in iManage Work:

In the desktop view:

1. Highlight a document in the list.

2. Select Show Details.

3. On the right, select the Properties panel. 

4. Select View Security Details.  
   The security panel appears.

5. Update the security settings:

   1. Select Add Users/Groups to search for new users and groups to add. The list of users added appears below this option.

   2. For existing users and groups, select from the pull-down menu to change security settings: Full Access, Read Only, Read/Write, No Access, or Remove.

6. Select Confirm. 

In the mobile view:

1. Highlight a document in the list.

2. Select the kebab menu and then select Properties.

3. Select View Security Details. 

4. Update the security settings:

   1. Select Add Users/Groups to search for new users and groups to add. The list of users added appears below this option

   2. For existing users and groups, select from the pull-down menu to change security settings: Full Access, Read Only, Read/Write, No Access, or Remove.

5. Select Confirm. 

Select Add Users/Groups to search for users to grant them different security access than the specified default. The drop-down menu next to each name allows you to choose between Read Only, Read/Write, Full Access, No Access, and Remove.

Security concepts

iManage Work’s security model allows you to share information and collaborate on projects while keeping the content secure. iManage Work ensures that users have access only to those documents that they are authorized to. Even search results are filtered according to a user’s access rights.

There are two types of security in iManage Work: role-based security and object-based access rights.

In role-based security, roles define the operations that a user can or can't perform within the iManage Work system. The iManage Work administrator assigns permissions to a role and assigns a role to every iManage Work user.

Object-based access rights are security settings defined for iManage Work containers. The owner of the container (at the time of creation) sets security by deciding which user requires access to the container, and which user mustn't be allowed access to it. By default, items added to a container inherit the security settings of the container. 

In most cases, when you are unable to access an item in iManage Work, the reason involves the item’s security settings or your system privileges.

External users and groups

An external user is a special type of iManage Work user account that your iManage Work Administrator must set up. This type of account helps manage user accounts for people outside your organization who require access to your iManage Work system. As with standard users, external users can be organized into groups.

General security rules

The following general security rules are in effect in iManage Work:

• When a group is granted access privileges to a container or document, the same access rights are applied to all users who are members of the group.

• iManage Work security is based on an optimistic model. This means that whenever access privileges conflict, the greater access privilege is applied. For example, suppose you have Read access to a document because you are a member of Group 1. However, you also have Read/Write access to the document as an individual user. In this case, because your individual access level is higher, you'll have Read/Write access when you open the document.

• Roles take precedence over user/group access rights for iManage Work containers. For example, a user who has Full Access to a document folder generally has the right to import documents into that folder. However, if a user’s role doesn't allow importing documents, the user can't import documents.

• The author (the user who created the document) and the operator (the user who imported the document) always have Full Access, regardless of the default security level.