Who is this training for?

iManage Security Policy Manager Users

Relevant for

iManage Cloud

On Premise Deployments

 

Will I get hands on?

 

Yes!

This training is around 50% practical - you will gain significant hands on experience with iManage Security Policy Manager.

 

Verify your system will be suitable for our hands on labs at this link: http://imanage.selfpaced.training/precheck

 

Module Breakdown

Expand sections below for an explanation of module contents.

Module 1 - Overview

 

Understand the current system security challenges and the iManage Security Policy Manager approach, including product benefits.

Module 2 - Exploring the Interface

 

Walkthrough of the iManage Security Policy Manager administration interface.

Module 3 - Application Settings

 

Deep dive into the settings pane of iManage Security Policy Manager. In this module, students will configure application settings necessary for future modules.

Module 4 - Users

 

Exploring user options, including user and group management, assistants and conflicts. In this module, students will configure user accounts for log in and additional options, such as assistants.

Module 5 - Roles

 

Overview of role management, including privileges which each role allows and how to assign roles to users and groups. Students will configure roles for their users during this module.

Module 6 - Client Security

 

Deep dive into creating and maintaining security at the client level, using iManage Security Policy Manager. This includes securing clients, building staffing manually and using automated functions, conflicted users and much more. This module has a significant hands on component.

Module 7 - Matter Security

 

Deep dive into creating and maintaining security at the matter level, using iManage Security Policy Manager. This includes securing matters, building staffing manually and using automated functions, conflicted users and much more. This module has a significant hands on component.

Module 8 - Opposing Team Sets

 

Overview of the Opposing Team Sets functionality, including advanced options. Students have an opportunity to build opposing team sets in their environment.

Module 9 - Collections

 

This lesson will help you understand what Collections are and how they can be used to apply need-to-know security at department and location level

Module 10 - Cases

 

Understand the Case feature and how to create Cases. Students will create a case and configure its security in this module.

Module 11 - Access Requests

 

Understand how to manage requests for access to restricted content, looking at examples of where and how to approve/deny access. Students will have an opportunity to submit and action requests in their system.

Module 12 - Reports

 

Investigate the reporting and auditing capabilities of iManage Security Policy Manager. This includes system wide reports, reports for individual users/clients/matters and more specific report types, like Insider Reporting.

 

 

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