Users & Groups

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.

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.

Open

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.