Users & Groups

Overview

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.

Users

Click the Users tab to display the list of registered users. Upon clicking a user, the following information is shown:

Column Name	Description
User Details	Displays the user name, email address, UserId, External systems the user has access to, and the Delete icon. The user will have an External next to their details if they are external to the firm. 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. Click Add to Group to add this users to the groups. Click x in the Remove column to remove the user from the group. 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. Click on the matter link to view the matter details. Click x in the Remove column to remove a user from the matter. 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 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 or the Details > button, the following information is shown:

Column Name	Description
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. Click Add Member to add members to the group. Click x Remove, to remove a user from the group. 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.

Assigning Roles to Groups

Roles can be directly assigned to groups for certain features from the Groups tab. Assigning allow or deny rights is also available.

To Assign:

Click the three dots (hamburger) menu on the Groups tab.
Select Roles.
Use the add roles button to enable the roles, and to allow or deny.

Export Groups to CSV from Users/Groups tab

Export Groups/Users to CSV

This feature allows users who have permissions (admin) to compare the data for either audit or troubleshooting between CAM and their external systems. Thefeature 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.

Users

In the User option, click on the hamburger icon from the right-top corner.
Click on Export to CSV.
The Export the list of users dialogue box appears.

Fields	Description
Email contains	Enter the email id
Only active users	Select the option

4. Click Submit to initiate the job or click Close to cancel the job.

5. After submitting, navigate to the Jobs tab.

6. Click on Refresh to see the Job status.

7. Click on the Link to download the CSV file.

Note: If a user is deleted from CAM, it displays in the inactive user list.

Groups

Click Groups.
Click on the hamburger icon from the right-top corner.
Click on Export to CSV.
The Export the list of groups dialogue box appears.

Fields	Description
Systems	Select system from drop down
Include Dynamic Groups	Select the option

5. Click Submit to initiate the job or click Close to cancel the job.

6. After submitting, navigate to the Jobs tab.

7. Click on Refresh to see the Job status.

8. Click on the Link to download the CSV file. The following screenshot displays the downloaded CSV file.

Fields	Description
The following fields are displayed for the user’s CSV file
UserId	Displays list of userid
Email	Displays users list of email
Active	Display the status of users in “Yes/No”
The following fields are displayed for the group’s CSV file
GroupId	Displays list of group id
Name	Displays list of group names
createdDate	Displays created date
DMS system name	Displays list of system name

Search for Users or Groups

The search field for both Users and Groups is 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.

Add Users to a Group from the Users tab

Add Users to a group

Click the Users tab.
Select the user to add to the group.
Click the Add to Group button.
In the Add to a group window, select the group from the drop-down. To add a group, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if the group is added in the Users & Groups>Groups tab.
The checkbox Add user to CAM group is shown. Upon selecting this option, CAM will create a group with the same name in CAM if it doesn't exist.
Click Save. A job is triggered to add the user to the group. The user will be added to the group on completion of the job. You can track the job status in the Jobs tab.

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.

Add Members to a Group from the Groups tab

Add members to a group

Click the Group tab.
Select the group to add the user.
Click the Add Member button.
In the Add Member to Group window, select the user from the drop-down. To assign a user, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if the user is added in the Users & Groups>Users tab.
The checkbox Add user to CAM group is shown. Upon selecting this option, CAM will create a group and a user with the same name/email in CAM if it doesn't exist.
Click Save. A job is triggered to add the user to the group. The user will be added to the group on completion of the job. You can track the job status in the Jobs tab.

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.

Dynamic Groups

You 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 groups, the users are automatically assigned the respective CAM role permissions.

To Create a Dynamic Group

Dynamic Groups can be created when configuring the External Systems. When adding a new server, under Server Configuration, in the Dynamic Group field, select the radio button, Yes to create a Dynamic Group for the repository.

Tip: You can also create a dynamic group via a CSV file upload.

To View Dynamic Groups

Click on the Users & Groups tab
Click the Groups tab
Check the box for Show Dynamic Groups. All the Dynamic Groups are displayed. To hide Dynamic Groups, click Hide Dynamic Groups.

Note: The permission for this is: View Dynamic Groups.

A prefix 'z' is appended to all dynamic groups created by CAM. Dynamic Groups names are displayed as z_@clientid_@matterid_@role e.g. z_1234_testmatter_Admin

Click Show to view the list of matters and the associated clients the dynamic group is granted access to.

To add Users to Dynamic Groups via the Users & Groups tab

Click on the Users & Groups tab
Click the Groups tab
Check the box for Show All. All the Dynamic Groups are displayed.
Select the group to add the user and click Edit.
In the Manage Group window, click the Add Member button in the top-right corner of the window.
In the Add Member to Group window, select the user from the Select Members drop-down. To assign a user, either click the drop-down menu and select from the list or manually enter the value, which will auto-complete if the user is added in the Users & Groups>Users tab.

A job is triggered to add the user and the user will be added to the group on completion of the job. You can track the job status in the Jobs 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.

To remove Users from Dynamic Groups via Users & Groups tab

Click on the Users & Groups tab
Click the Group tab
Check the box for Show All. All the Dynamic Groups are displayed.
Select the group to delete the user from and click Edit. In the Manage Group window, all the members in the group are listed.
Click x in the Remove column to delete a user from the group. A job is triggered to remove the user and the status is updated on completion of the job. You can track the job status in the Jobs tab.

Tip: To view a list of parameters that can be defined in the CSV file, read CSV parameters page.

To view Matters associated to a Dynamic Group in the Users & Groups tab

Click on the Users & Groups tab
Click the Group tab
Check the box for Show All. All the Dynamic Groups are displayed.
Select the group to view the matters.
In the Matters column click Show.
Click x in the Remove column, to remove the dynamic 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.

Required Permissions

Permissions	Allows User To
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