Users & Groups

Overview

The Users & Groups tab on the Workspace Management screen lists all the users and groups added in CAM (via Data UploaderUpload 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

Column Name

Description

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.

  • Click Add to Group to add this users to the groups.

  • Click 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

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:

  1. Click the three dots (hamburger) menu on the Groups tab.

  2. Select Roles.

  3. Use the add roles button to enable the roles, and to allow or deny.

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

  1. In the User option, click on the hamburger icon from the right-top corner.

  2. Click on Export to CSV.

  3. 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

  1. Click Groups.

  2. Click on the hamburger icon from the right-top corner.

  3. Click on Export to CSV.

  4. 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

  1. Click the Users tab.

  2. Select the user to add to the group.

  3. Click the Add to Group button.

  4. 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.

  5. 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.

  6. 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

  1. Click the Group tab.

  2. Select the group to add the user.

  3. Click the Add Member button.

  4. 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.

  5. 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.

  6. 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

  1. Click on the Users & Groups tab

  2. Click the Groups tab

  3. 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

  1. Click on the Users & Groups tab

  2. Click the Groups tab

  3. Check the box for Show All. All the Dynamic Groups are displayed.

  4. Select the group to add the user and click Edit.

  5. In the Manage Group window, click the Add Member button in the top-right corner of the window.

  6. 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

  1. Click on the Users & Groups tab

  2. Click the Group tab

  3. Check the box for Show All. All the Dynamic Groups are displayed.

  4. Select the group to delete the user from and click Edit. In the Manage Group window, all the members in the group are listed.

  5. 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

  1. Click on the Users & Groups tab

  2. Click the Group tab

  3. Check the box for Show All. All the Dynamic Groups are displayed.

  4. Select the group to view the matters.

  5. In the Matters column click Show.

  6. 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

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

 

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