As an iManage Work user, you can update the security details of a workspace and also apply the changes to the workspace children (folders, subfolders, tabs, documents, and so on).
Select the required workspace and then select Default Security on the properties panel or directly select the Security tab.
Perform one or all of the following actions:
Turn on or turn off Inherit Security from Parent Folder.
Set the default security levels to Private, Public, or View.
Add or remove a user/group.
Edit user/group access levels.
After performing the desired actions, select Save.
In the Apply changes to contents dialog, select Yes to display the exceptions and settings.
Select one of the following options to proceed:
Apply changes only: Applies the changes made to the security profile of the workspace to all the contents of the workspace.
Overwrite security: Overwrites the existing security profile of all the contents of the workspace, including default security, users and groups, with the workspace's security profile.
Select Apply.
To view the status of Apply security to contents actions in Notifications panel, select the [:bell_icon: ] icon.
Figure: Updating workspace security and applying updates to its children
NOTE: Updating workspace security and applying the changes to its children isn't supported for:
Search folder
iManage Share (blue) folder
Folder shortcut
Table: Options available under Exceptions and Settings
Security tier | Options | Action |
|---|---|---|
Subfolders | Include subfolders that don't inherit parent security | Updates the security of subfolders and their contents that don't inherit security from the parent folder. |
Private Items | Skip items "Private" only to me | 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. |
Skip "Private" items with shared access | Doesn't update the security of items whose default security is Private, but that are visible to specific users/groups who are in the security list. | |
Document versions | Change all versions | Updates the security of all versions of the documents to which you have Full Access rights. |
Change only selected version | Updates the security of only the selected/specific version of documents. | |
Multi-location files | Skip | Updates the security of documents referenced in multiple locations. |
Change Security | Updates the security of documents referenced in multiple locations. |