Other users or groups can be explicitly granted access permission (see Access permission) and will have access only to the limit allowed by those permissions.Īll users and groups can access the container's contents but cannot add or remove items from the container, or modify, delete, or move documents.Īll users and groups can view the document, but cannot modify, delete, or move documents. Only the the user who created the document (called the owner) or a user that the owner allows to edit it (called the operator) can access the document. An item that is private to a user or group will only be accessible to them. Other users or groups can be explicitly granted access permission (see Access permission) and will have access only to the limit allowed by those permissions. Only the the user who created the container (also called the owner) can access it. The remaining discussion assumes a user or group has open access to an item. Regardless of the iManage Work access permission, even if the user is granted explicit iManage Work access permission, the user will have no access to the matter. For example, SPM assigns a user restricted access to a matter. Restricted access permission is a convenient method to limit access without having to modify iManage Work access permissions, and includes avoiding refile events. This permission denies the selected users or group access to the items. The combined result is that the user has no access. For example, SPM may grant a user open access to a matter, but iManage Work does not allow access for that user on that matter. However, normal iManage Work access permissions still apply. This permission allows the selected users and groups access to those items. SPM introduces two conditions that apply first when determining access permissions for items, which includes containers (such as workspaces, folders, matters, clients, and cases) and documents: Open access, and restricted access. Contact iManage for additional information about the application. SPM can also be applied to other applications including iManage Records Manager and the Microsoft Windows file system. iManage Work cannot change or set SPM values. It is designed to work with iManage Work but is a separate application. It is a security layer before iManage Work's access permissions, and provide additional control including new security features. This application allows for more detailed control, audit, and reporting of security. IManage Security Policy Manager (SPM) is an optional add-on application for iManage Work that manages security. The bottom line result of the combinations from all the sources is called the effective security. Security model and groups membership conflict resolution Security Policy Manager (SPM) access limitations Additional versatility is provided by even being able to exclude specific members of that editor's group from editing or viewing a specific document.Įvery item has the following security characteristics: All other users can be excluded entirely, perhaps for conflict of interest reasons, from viewing documents. Precise refinements can be made on each security settings, providing an increasing amount of security and specifying exact access for any user or group.įor example, an editor's group may be added to an item that allows those group members to edit documents. Each item has a series of security settings. The iManage Work security model offers a versatile and flexible means of managing security across all workspaces, containers, and documents.
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