The Users & Groups tab on the Workspace Management screen lists all the users and groups added in CAM (via Data Uploader, Upload Users, or the Jobs tab) and allows you to confirm to which matters a specific user or group has been granted access. A user/group can also be removed from a matter from this tab.
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Users
Click the Users tab to display the list of registered users. Upon clicking a user, the following information is shown:
Column Name | Description |
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User Details | Displays the user name, email address, UserId, External systems the user has access to, and the Delete icon. Click the Delete icon to remove the user from CAM (soft delete) or both CAM and an External System (hard delete). All external systems are supported. Click Filter to display the filter options. Show Dynamic Users will appear if dynamic users like z group users are hidden. Hide Dynamic users appear if the users are currently displayed. Note: Hard delete depends upon External Systems permissions. |
Systems and Databases Connected | Displays the External Systems the user has access to. |
Groups | Displays the list of Groups the user is added to.
A job is triggered and the status is updated on completion of the job. The job status can be tracked in the Jobs tab. Click Filter to display the filter options. Show Dynamic Groups will appear if dynamic groups like z groups are hidden. Hide Dynamic groups appear if the groups are currently displayed. |
Matters | Displays the list of matters and the associated clients the user is granted access to.
A job is triggered to remove the user and the status is updated on completion of the job. The job status can be tracked in the Jobs tab. |
Note: Users can be added to matter based on the access rights of the users to the external system in which the matter is created.
To view the user details, enable the permission View User Details.
Groups
Click the Groups tab to display the list of groups.
By default, this list does not include Dynamic Groups, including those groups created for a Project Team. If you want to include Dynamic Groups, select Show Dynamic Groups.
Personal Groups created for a Project Team will not be included in the Groups list under the Users & Groups tab by default.
Upon clicking a group, the following information is shown:
Column Name | Description |
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Group Details | Displays the group name, group Type, External Systems in which group is created and Delete icon. Click the Delete icon to remove the group from CAM (soft delete) or from CAM and External Systems (hard delete). Note: Hard delete depends upon External systems permissions. |
Systems and Databases Connected | Displays the External Systems in which group is created. |
Users | Displays the list of members: Name of the member, Email Address, Title and Actions.
A job is triggered and the status is updated on completion of the job. You can track the job status in the Jobs tab. |
Matters | Displays the list of matters and associated clients the group is granted access to. Click on the matter link to view the matter details. Click x Remove in the Remove Matters column to remove a group from the matter. A job is triggered to remove the group and the status is updated on completion of the job. You can track the job status in the Jobs tab. |
To view the group details: Enable the permission View Group Details.
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Assigning Roles to GroupsRoles can be directly assigned to groups for certain features from the Groups tab. Assigning allow or deny rights is also available. To Assign:
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Export Groups/Users to CSVThis feature allows users who have permissions (admin) to compare the data for either audit or troubleshooting between CAM and their external systems. This feature is applicable to users and groups. Note: Assign the permission “View Export Users to CSV” &” View Export Groups to CSV” to the user(s) from account management.
4. Click Submit to initiate the job Or click Close. 5. After Submit navigate to Jobs tab. 6. Click on Refresh, user will see the Job status. 7. Click on Link to download the CSV file. Note: If user deletes from CAM, it displays in inactive user list.
5. Click Submit to initiate the job Or click Close. 6. After Submit navigate to Jobs tab. 7. Click on Refresh, user will see the Job status. 8. Click on Link to download the CSV file 9. Following screenshot displays the downloaded CSV file-
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Search for Users or Groups
The search field for both Users and Groups are displayed at the top of the page. Enter the appropriate search criteria in the search fields and click Filter. The screen refreshes, showing a list of matching results. Click x to clear the search filters.
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Add Users to Group
Note: Users can be added to a group based on the access rights of the users to the external system in which the group is created. |
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Add members to group
Note: Users can be added to a group based on the access rights of the users to the external system in which the group is created. |
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Dynamic GroupsYou can add Dynamic Groups to workspaces and add users to those groups. Dynamic group allows you to add multiple users to the workspace security avoiding the need to re-index the workspace each time a user is added. A dynamic group can be created based on CAM Roles, Admin, Editor, and Watcher. When you add members to these group, the users are automatically assigned the respective CAM role permissions. Create Dynamic Group:
View Dynamic Groups:
Add Users to Dynamic Groups via Users & Groups tab:
Note: The users added to the Dynamic Group must have access to the workspaces. Note: Once a user is added to a Dynamic group and a role is defined for the user (Admin/Editor/Watcher) and if the role for that user is later updated, this will create a duplicate entry for the user in the Dynamic group workspace security. When a user role is updated the user must first be removed from the old Dynamic group security and then again added to workspace security with the new role. The Workspace(s) must be updated to update the Matter security. Remove Users from Dynamic Groups via Users & Groups tab:
View Matters associated to Dynamic Group in the Users & Groups tab:
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Required Permissions
Permissions | Allows User To |
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View Users and Groups | View Users and Groups tab. (Hides the Users & Groups tab) |
View-Dynamic-Groups | View Dynamic Groups |
View User Membership | View the Matters the user is associated to |
Edit User Membership | Edit user details in Users & Groups (Hides the Edit option) |
Delete User Membership | Delete Groups in Users & Groups (Hides the Remove option in Edit dialog) |
View Export Users to CSV | Allows to Export Users to CSV |
View Export Groups to CSV | Allows to Export Groups to CSV |